Services

Four areas of practice, one point of contact

Vincent Alarie, Financial Security Advisor with Groupe Financier Invico in La Prairie, works with incorporated business owners and small business owners across Greater Montreal. Every mandate starts with a needs analysis and ends with a written recommendation. Products come after.

Business protection

For companies that rely on one or more people whose absence would change everything.

Funding the shareholder agreement
Key person insurance
Business continuity if an owner or executive becomes disabled or dies
Coordination with your accountant and notary

Personal insurance

To protect the owner’s income and family, personally or through the company.

Term, permanent and participating whole life insurance
Disability insurance
Critical illness insurance
Review of existing coverage, including mortgage insurance

Savings and investments

To structure personal and corporate savings according to your time horizon and risk tolerance.

RRSP, TFSA and FHSA
Segregated funds
Mutual funds
Corporate-held savings

Group insurance for small businesses

For businesses that want to retain their team with a plan that is simple to administer.

Health and dental care
Short- and long-term disability (salary) insurance
Group life and critical illness insurance
Plan setup and annual renewal

A first meeting to understand your situation.

At the La Prairie office, by video or by phone.

Book a meeting 514-845-2005

Call Book a meeting