Financial
services
For entrepreneurs and incorporated professionals
Our services
Group insurance
Life insurance for the employee or their dependents, disability insurance (salary insurance), health insurance (medical care).
We have client files with all insurers in Quebec. We can find the one that best meets your needs.
Mortgages
Commercial and Residential Mortgages (Pre-approval, purchase, renewal, refinancing, multi-unit, semi-commercial, commercial building and much more.)
We offer mortgages with over 20 lenders through our affiliation with Planiprêt.
Investments and individual insurance
We offer various services for your financial security as well as that of your family.
Investment solutions, customized fund portfolios, registered accounts, RRSPs, TFSAs, FHSAs, RESPs, RRIFs.
Individual insurance for entrepreneurs and incorporated professionals.
Collectivo makes your life easier
and boosts your savings
Do your premiums increase every year?
Is removing coverage your only option?
Do you have to continually negotiate discounts with the insurer and change providers every three or four years?
Are you worried that you won’t be able to cope with current issues that go beyond insurance?
The advantages
Transparency
Transparency is part of our values!
The complete explanation of how your plan costs are calculated
Regular update meetings
Complete financial advice and communications support for your employees
Personalization
Your situation is unique!
We thoroughly review your plan parameters to improve cost control and update your plan design
We offer cost-effective alternatives that take your environment into account