Major life events
Life is made up of important stages where you grow, learn and have incredible experiences. Having a seasoned advisor will help you make sure to get the most out of life!
Services and expertise
With our expertise and advice, we can help you manage your financial situation.
We are here to help you with your wealth management.
Planif-Globale
Your representatives
Planif-Globale Inc. is a financial planning firm specializing in personal insurance as well as savings and investment solutions. Our diverse team combines skill and experience to offer you tailored services—a personalized solution designed to meet your unique needs!
We can provide a wide range of products and services, such as:
- Life Insurance
- Disability Insurance
- Critical Illness Insurance
- Supplementary Insurance
- Travel Insurance
- RRSP – RESP – TFSA – Non-Registered – RDSP – RRIF – LIF – RPP
- GIC / Term Deposits
- Banking Products
- Mutual Funds
- Segregated Funds
- Exchange-Traded Funds (ETFs)
- Group Insurance and Pension Plans
Do not hesitate to call us for expert advice from a financial planner.
Whether it’s about retirement, taxation, investments, estate planning, legal matters, insurance, or overall financial strategy, our team will use all its expertise and energy to meet your needs!
Feel free to contact us to learn more or to get answers to your questions.
Direct Line: 514-593-4848
Fax: 514-593-6884
Financial advice for tailored solutions
Each financial situation is unique and merits its own careful consideration. My personalized advice provides an accurate picture of your situation. I take a people-oriented approach so that you can enjoy peace of mind when it comes to your finances. As it is always recommended that you closely follow your stock market investments, my advice will help you do so while ensuring their sound management.
After thoroughly reviewing your finances, I can recommend the right next steps to grow your portfolio. My expertise in the field ensures you explore the best avenues for getting the most out of your investments. Don’t delay and discover a range of products and services to benefit every aspect of your finances. Browse the different pages for more information or contact me now.