Services

A complete service offering for all your financial planning needs

Savings and retirement

Mutual funds are based on a simple principle : pooling your money with that of many other investors in order to offer you access to global markets and a large selection of investments, as well as the flexibility to invest whatever you want, whenever you want.

Insurance

Because your needs change over time, I am committed to being there with you to propose the best coverage options based on your needs and your priorities.
  • Life Insurance (universal, whole, term)
  • Travel Insurance
  • Group Life Insurance
  • Health and Dental Insurance
  • Guaranteed Issue Life Insurance
  • Living Benefits (critical illness, disability, long-term care)
  • Annuities
  • Segregated Funds

Financial Planning
(Retirement, Tax and Estate)

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Click here to download a sample Retirement Plan

Our Experts

Meet the Team

Juliane Goyette

Juliane Goyette

BA
Financial Advisor, Mutual Fund Representative
Brian<br>Lavoie

Brian
Lavoie

CFA©, CFP©
Financial Advisor, Financial Planner & insurance Advisor
Bill<br>McTavish

Bill
McTavish


Senior Financial Advisor
Angela Lochhead

Angela Lochhead


Administrative Assistant
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