Structured solutions
at each stage
You don't choose a financial product, you build a strategy.
Whether it's to protect your loved ones or grow your business assets, we analyze each option to ensure it truly serves your long-term goals.
Individuals
Support your personal growth
We identify risks to prevent unforeseen events from hindering your plans. We implement targeted protections to guarantee your financial security and that of your family:
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Life insurance
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Mortgage loan insurance
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Critical Illness Insurance
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Disability and personal accident insurance
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We optimize the allocation of your assets according to your time horizon and risk tolerance profile. The goal is to build a solid and effective wealth.
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RRSPs, TFSAs, TFSA-APPs and savings plans
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Education Savings Plan (RESP)
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Retirement income products
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Loan solutions (RRSP, RESP and investment)
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We go beyond products to offer a comprehensive view of your financial health:
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Budget planning and portfolio monitoring
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Retirement plan and disbursement strategy
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Prestige preferential pricing
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Personalized portfolio tracking
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Companies
Secure the future of your business
We protect the pillars of your business. We ensure your structure is resilient to changes in the health of partners or key personnel.
Life insurance and loan protection (margin, commercial)
Key Person Insurance and Partnership
Disability and critical illness insurance
Health and dental insurance (individual and group)
We maximize the value of your cash and corporate assets. We use specialized accounts to leverage your liquidity for growth.
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Savings plans (RRSP, TFSA…)
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Investment accounts for corporations and management
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Emergency funds and high-yield accounts
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Employee pension plan
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We support you through key moments in your company's life:
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Support for business formation and transfer
-
Retirement plan and disbursement strategy
-
Prestige preferential pricing
-
We identify risks to prevent unforeseen events from hindering your plans. We implement targeted protections to guarantee your financial security and that of your family:
-
Life insurance
-
Mortgage loan insurance
-
Critical Illness Insurance
-
Disability and personal accident insurance
-
On optimise la répartition de vos actifs selon votre horizon de temps et votre profil de tolérance au risque. L’objectif est de bâtir un patrimoine solide et efficace:
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REER, CELI, CELIAPP et régimes d'épargne
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Régime d’épargne-études (REEE)
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Produits de revenu de retraite
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Solutions de prêts (REER, REEE et investissement)
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We go beyond products to offer a comprehensive view of your financial health:
-
Budget planning and portfolio monitoring
-
Retirement plan and disbursement strategy
-
Prestige preferential pricing
-
Personalized portfolio tracking
-
Individuals
Support your personal growth
We protect the pillars of your business. We ensure your structure is resilient to changes in the health of partners or key personnel.
Life insurance and loan protection (margin, commercial)
Key Person Insurance and Partnership
Disability and critical illness insurance
Health and dental insurance (individual and group)
We maximize the value of your cash and corporate assets. We use specialized accounts to leverage your liquidity for growth.
-
Savings plans (RRSP, TFSA…)
-
Investment accounts for corporations and management
-
Emergency funds and high-yield accounts
-
Employee pension plan
-
We support you through key moments in your company's life:
-
Support for business formation and transfer
-
Retirement plan and disbursement strategy
-
Prestige preferential pricing
-
Companies
Secure the future of your business
Legal notice
* Personal insurance products are offered through Industrial Alliance Insurance and Financial Services Inc.
* Investment funds and retirement savings products are offered through Industrial Alliance Insurance and Financial Services Inc. and Investia Financial Services Inc. Investment funds are sold exclusively by representatives registered with the applicable provincial regulatory authorities.