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FINANCIAL LITERACY PLATFORM
------- The Reference in French-speaking North America ---------

Finances PLuriel

We chose FINANCES PLURAL
Our Reference in Financial literacy
You can count on FINANCES PLURAL

Our Services

Our Services 1

The various services offered by FINANCES PLURAL, aim to create wealth for each family. Whether you are an individual, a self-employed person, a business owner, or a newcomer, you all have one same goal in common: "To ensure your and your family financial well-being"

 

With FINANCES PLURAL, we make sure that no client is left behind in achieving his financial goals. Trust FINANCES PLURAL.

With our objective being to consistently aim for efficiency and quality in our services, our team keeps up to date thanks to a policy of continuous training in compliance with industry standards.

It's impossible to know what we don't know until someone better informed informs us. As experienced professionals, we help you better understand how money works through a well-structured and personalized financial education process. At the end of this process you will know in particular about:

  • How to make a budget

  • How to build an emergency fund

  • How to reduce your debts

  • How to adequately prepare for your retirement

  • How to adequately protect your family

  • How to invest smartly and make money work for you

  • How to put a plan to buy your first house

  • How to increase your wealth

  • How to increase your estate value and leave a legacy for your loved ones

 

We help you understand fundamental financial concepts, define objectives and put in place a clear strategy to achieve them, free of charge.

You will be able to build a stronger and healthier financial foundation.

Finances PLuriel

Start your path to financial independence by clearing debt, creating an emergency fund, maintaining positive cash flow, properly protecting your family, in addition to building and preserving wealth.

Find out what we can do for you.

Finances PLuriel

Saving and retirement strategies

We help you reach your financial goals by creating the wealth you dream of for you and your family.

Tax-Free Savings Account

• Registered Education Savings Plans

• Registered Retirement Savings Plans

• Segregated funds

• Guaranteed Interest Accounts

• Annuities

Finances PLuriel

We help you have peace of mind by adequately protecting your family.

  • Life Insurance Products

  • Disability Insurance

  • Critical Illness Insurance

  • Accident & Sickness Insurance

  •  Travel Insurance

  •  Health and Dental Insurance

Finances PLuriel

Solutions for Business Owners

For business owners, we offer financial and investment strategies for you, your employees and your business:

  •  Insurance Strategies

  • Retirement Strategies

  • Estate planning

  • Company protection: Key Person Protector; Business Overhead Expense,

  • Business loan protector, Disability Buy Sell

  • Optimization of your company's assets

  • Optimization of estate value

Finances PLuriel

KNOWLEDGE GIVE YOU POWER

©2022 Finances Plural All rights reserved

Financial Literacy

CANADA-USA

Financial Services

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