Office at 545 rue Saint-Georges, in the heart of La Prairie. I work with incorporated business owners across the South Shore: business protection, personal insurance, savings and investments, and group insurance for small teams.
I am a financial security advisor at 545 rue Saint-Georges in La Prairie, attached to the firm Groupe Financier Invico. My practice centres on incorporated business owners and their companies: business protection, personal insurance, savings and investments, and group insurance for small teams.
La Prairie, Candiac and Saint-Constant form a dense pocket of small businesses and incorporated professionals. It is the market I know best, and where most of my meetings take place.
The office is in La Prairie. Meetings take place there, at your business, or by video, whichever is simplest for you.
Video meetings are available anywhere in Quebec.
| Format | Typical length | When it makes sense |
|---|---|---|
| At the La Prairie office | 60 to 90 minutes | A first meeting with documents, or a file involving several shareholders. |
| At your business | 60 minutes | Group insurance files, or when several people from the team need to be present. |
| Video call | 45 to 60 minutes | An initial conversation, an annual review, or a client outside the South Shore. |
| Phone | 20 to 30 minutes | A specific question, or to determine whether a full meeting is warranted. |
The first meeting carries no fee and no obligation. It is about understanding your situation and determining whether a deeper analysis would be useful.
FAQ
At 545 rue Saint-Georges, La Prairie, Quebec J5R 2N2, in the offices of Groupe Financier Invico. That is minutes from Candiac, Saint-Constant, Sainte-Catherine and Delson, and roughly fifteen minutes from Brossard.
Yes. I travel to your business across the South Shore, and video meetings are available anywhere in Quebec. For a group insurance file, the meeting usually takes place on site with the people concerned.
No, but my practice is built around incorporated business owners and their companies. That is where I am most useful. For a purely personal file with no corporate dimension, I will tell you so plainly at the first meeting.
I am attached to the firm Groupe Financier Invico, financial services firm no. 508587, and I have access to several insurers through the managing general agent MICA. I am not employed by a bank and not tied to a single provider.
A first meeting is about understanding your situation. At the La Prairie office, by video or by phone. No fee, no obligation.