Your Future Awaits
Financial services custom made for you
With years of industry experience, our mission is to help you achieve your financial goals. Whether it’s to help you to grow your business or to achieve your personal financial objectives, our advisors can create a custom-tailored financial plan that meets your needs.
Gain peace of mind
Achieve your goals
Your vision is our vision. We’re here to listen and to help you achieve your goals.
Trusted and recognized experts
Our experienced and professional advisors have the expertise to help you realize stability and growth
Integrity is our priority
We value communication and confidentiality
Your starting point
Explore our services
Personal insurance
No matter where life takes you, we have an insurance plan suited to your needs. Our advisors can help determine what plan will best meet your needs.
Investment and retirement
Our experts can help you analyze your portfolio and your assets so that you can achieve your short, medium, and long-term goals.
Mortgage
Whether you’re looking for a home, business, or multi-unit residence, our mortgage specialists can help you determine the best option for you.
Businesses and groups
We offer group annuities and exclusive guarantees that will support the growth of your business.
Achieve your goals with our personalized plans
Our team
Paul Dupuis
Having worked in financial services for many years, Paul knows the value of surrounding oneself with people of diverse knowledge bases and backgrounds to meet the specific needs of each of his clients with regards to financial planning.
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Chantal Lanthier
Chantal, as our administrative assistant, is your first point of contact with our office. Always welcoming, it would be her pleasure to respond to your calls and to greet you on your visits.
