I work with business owners who already have an accountant, a notary and sometimes a tax specialist. My role is to complete that team in one specific area: protecting people and companies.

Every mandate starts with a needs analysis. No recommendation is made until the situation is understood and quantified.

You receive a written recommendation, in plain language. You decide the pace and the next steps.

A practice focused on incorporated companies and their shareholders
Coordination with your accountant, tax specialist and notary
A written recommendation before anything is signed
Access to multiple insurers through managing general agent MICA
Annual review of existing policies

My background and approach

Certification

AMF/CSF no. 269456

Insurance of persons, segregated funds, group savings plan brokerage

Firm

Firm no. 508587 · La Prairie, Quebec

Managing general agent

MICA Cabinets de services financiers

Partner insurers

Insurers available: Beneva, Canada Life, Manulife, iA Financial Group, Empire Life, RBC Insurance, Sun Life, ivari, Humania Assurance, BMO Insurance, Quebec Blue Cross and UV Insurance. Access is provided through managing general agent MICA. Trademarks belong to their respective owners.

Going further

Three topics that come up in almost every mandate

Corporate investments

Your surplus cash is sitting idle in the business account. The options, and their consequences.

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Key person insurance

If the person your revenue depends on does not come in Monday, what money keeps the business going?

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Financial advisor in La Prairie

The office, the South Shore cities served, and how a first meeting works.

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FAQ

Frequently asked questions

Is the first meeting free?

Yes. It is used to understand your situation and decide whether a more detailed analysis would be useful. No fees, no commitment. It takes place at the La Prairie office, by video or by phone.

Do you work with my accountant or tax specialist?

Yes, and that is the normal way to proceed. My role is limited to protecting people and companies; tax and corporate structure remain with your other professionals. The written recommendation you receive can be passed on to them as is.

Are you tied to a single insurer?

No. Through managing general agent MICA, I have access to multiple insurers. The recommendation is based on your situation, not on a provider.

What area do you serve?

The office is in La Prairie, on Montreal’s South Shore. I meet clients from the South Shore, Montreal, Laval and the surrounding regions. Video meetings are available anywhere in Quebec.

What happens after the first meeting?

If the situation warrants it, a needs analysis is carried out using your documents and your company’s. You then receive a written recommendation in plain language. You decide the pace and the next steps.

Is my information kept confidential?

Yes. As a representative regulated by the Autorité des marchés financiers, I am bound by professional secrecy. Information collected through this site is handled in accordance with Quebec’s Law 25 and the privacy policy.

Contact

Book a meeting

A first meeting is used to understand your situation. It takes place at the office, by video or by phone, whichever you prefer.

Phone: 514-845-2005 Toll-free: 1-888-990-4630
Email: valarie@invico.ca
Office: Groupe Financier Invico
545 rue Saint-Georges
La Prairie, Quebec J5R 2N2

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