Our mission

Accompanying you today... and tomorrow


Our objective is simple: accompany you in your estate planning. As an independent broker for more than 40 years, we’re able to offer personalized service based on your needs and to accompany you over the long term. To do so, we provide a network of specialists as well as life, disability, critical illness and group insurance products that are made to measure and adjustable over time. 


Our values: respect and integrity


Estate planning requires the engagement of all parties involved, including your personal insurance advisor. Developing a trusting relationship is essential. That’s why we’ll be by your side throughout the process, regardless of how long it takes. We’ll analyze your objectives and propose concrete solutions with rigour, discretion and integrity.


Social causes


Certain causes are important to us, notably cancer research and helping disadvantaged children.  We are privileged to be able to give back to society and enjoy sharing our knowledge, resources and time with people we believe in.