Get informed advice on your insurance coverage: Do you have too much coverage or not enough?
Assess your insurance needs and the needs of your family to make sure you are financially secure in the event of death or disability.
Because the future is uncertain, we will work with you to make sure that you and your family are financially secure in the event of death or disability.
Your Financial Planner will analyze data on your lifestyle and objectives in order to offer you optimal coverage, and will assist you during each step to:
Analyze how much coverage you currently need
Determine potential risks and situations that may result in financial losses
After this analysis is completed, you can consult a specialist to determine insurance strategies in keeping with your financial objectives and begin drawing up a financial plan.
Did you know?
According to statistics produced by the Canadian Life and Health Insurance Association,
a 35 year-old woman is seven times more likely to become disabled than to die before
the age of 65?2 A good insurance policy can make all the difference!
2 Data: Canadian Life and Health Insurance Association
Financial planning services are offered by National Bank Securities Inc., a wholly-owned subsidiary of National Bank of Canada. National Bank Securities Inc. is registered as a financial services firm in Quebec.
