Services financiers

We know the way to your financial success.|



Finances - Symbiose

Buying a home, starting a business, starting a family or planning a retirement are always a source of stress … That’s why it’s important to do business with professionals who understand your situation and who will know you Accompany during the different stages of your goals.

From the first meeting, we will help you to familiarize yourself with the field of finance. We will take the time together to explore the different facets of the world of finance that meet your needs and projects, personal and professional.

A sound management of your personal finances is the key to achieving financial autonomy, to realize your dreams and to realize your projects.

Business Financial Services

You work hard to build your business and manage its growth. We are able to help you by establishing a plan that will reduce your risk in order to achieve and maintain your goals.

Would my company survive a prolonged absence of one of the key people?
Would the introduction of group insurance allow me to attract and retain quality employees?
Do I have to join the VRSP?
My company has significant cash, what are my options?

Why do not you sit down and talk about it?


Autonomous Workers

There are more and more people working on their own. The benefits are very numerous, but it is important to evaluate the various risks. We are able to guide you through this process of risk assessment in order to develop a solid plan.

Is your largest asset well protected?
What should I set aside to have an adequate standard of living at retirement?
What would be the impact of a serious illness on my family and finances?

There is nothing more reassuring than having real answers to our financial questions. Let’s make an appointment!

Famillies - Finances

Family life and work require a lot of time and energy. Our role is to minimize or eliminate impacts as a result of unfortunate events and to help you achieve your retirement or estate goals.

What is the best solution for me: RRSP, RESP or TFSA?
When will I be able to afford to retire?
Have I accumulated enough money for the rest of my life?
In the event of a premature death, will my family be able to support herself?

Wanting to enjoy life, being with the family and ensuring their well-being in the event is often a priority. Let’s talk about it!

Let us be your lighthouse guiding you.