Services
SERVICES FOR INDIVIDUALS
Financial and Estate Planning
Our advisors offer guidance tailored to your legal status and family situation about retirement, insurance, investments, taxes, finance, estates and legal questions. As needed, we also work in partnership with a network of professionals who are experts in their respective fields.
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Retirement planning
- Registered retirement savings plans (RRSPs)
- Registered retirement income funds (RRIFs)
- Tax-free savings accounts (TFSAs)
- Guaranteed annuity or annuity certain (term annuity)
Individual insurance
- Life insurance
- Disability insurance
- Critical illness insurance
- Loan insurance (mortgage, credit line, personal loan)
Other investments
- Registered education savings plans (RESPs)
- Unregistered (tax paid) savings
SERVICES FOR COMPANIES
Finances and Social Benefits
We at Jolicoeur services financiers make sure we fully understand your reality so we can offer solutions that will grow your money over the long term and safeguard your assets.
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Employee benefits
- Group insurance (drug, dental, etc.)
- Employee savings plans (VRSP, Group RRSPs, DPSPs, TFSAs)
Partnership insurance
Designed to keep a company viable in the event of a shareholder’s death or disability.
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