Assurances et finances

Services d'assurance vie

Nous offrons des services de courtage en assurance vie et planification financière personnalisée.
Protection privée

Expertise en assurance vie et conseils financiers adaptés à vos besoins.

A close-up view of a financial document with printed figures and text, accompanied by a black pen resting on the paper. To the left, a digital calculator displays a number, suggesting it is used for calculations related to the document.
A close-up view of a financial document with printed figures and text, accompanied by a black pen resting on the paper. To the left, a digital calculator displays a number, suggesting it is used for calculations related to the document.
a woman sitting on a couch smiling for the camera
a woman sitting on a couch smiling for the camera
Planification financière

Stratégies financières sur mesure pour assurer votre avenir et celui de votre famille.

Solutions adaptées à vos besoins.

Conseils personnalisés et coaching

Services professionnels

Offre de planification financière et assurance vie personnalisée.

a man and woman holding a baby
a man and woman holding a baby
a couple of people standing on top of a sandy beach
a couple of people standing on top of a sandy beach
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
A financial report is laid out with an intricate chart showing data trends over multiple years. Surrounding text appears to be in a newspaper format, with graphs and tables prominently displayed. The focus is on a detailed line graph illustrating fluctuations.
A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.
A laptop with a financial website open is centered on a white table. The screen displays a mint green background with text related to commission-free stock trading, accompanied by a gold object resembling a bridge. To the left, a smartphone displays a financial app with a graph and monetary figure. A cup of coffee sits on the right side, adding a casual work environment atmosphere.
Consultation personnalisée

Évaluation de vos besoins en assurance et finances.

Suivi régulier

Accompagnement continu pour ajuster vos plans financiers.

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Marc a su m'accompagner dans ma planification financière avec professionnalisme et expertise. Je le recommande vivement.

Jean Dupont

A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.
A flatlay composition featuring a white calculator positioned on a white marble surface, surrounded by various coins. Next to the calculator is a red wallet with a visible 100-dollar bill partially tucked under it. The combination of the wallet, money, and calculator suggests themes of finance or budgeting.

★★★★★

Services

Planification financière et assurance vie personnalisée.

Contact

Aide

marctheriault67@gmail.com

418-714-4827 Marc Thériault

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