Whoe We Are

A complete service offer to answer your 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

Our Experts

Meet the Team

Juliane
Goyette

Juliane
Goyette

Financial Advisor





Brian
Lavoie

Brian
Lavoie

Financial Planner





William P.
McTavish

William P.
McTavish

Financial Advisor





Angela Lochhead

Angela Lochhead

Administrative Assistant




Scroll to top