Assurance et Produits Financiers Vani
We have 32 years of experience
Our mission is to build a trusting relationship with each client and to advise them throughout their life to help them reach their financial goals and ultimately financial security. We can help by using:
- Our knowledge and skills according to our licenses
- Our experiences, 32 years of service
- Our contacts (various fund companies, insurers, tax specialists, notaries, banks, and private lenders)
- Our professional IT tools to analyze your financial situations
Serving our clients in English, French, Italian and Spanish!
Who are our customers?
01
Individuals
- Professional looking for a financial strategy to protect their income, accumulate capital and better secure their retirement.
- Couples or individual looking for a strategy to buy a new property.
- Couples or individual, with or without children, looking for a strategy to protect their income, grow their capital.
- Individual looking to finance their children's higher education.
- An individual who has changed employers and wants to transfer their pension fund from the former employer to an account registered in their name.
- An individual approaching retirement who wants to establish a financial strategy adapted to their needs.
- Self-employed worker who wants to protect their income in the event of illness or accident.
- And many others, do not hesitate to contact us!
02
Enterprises
- Self-employed worker wanting to establish an individual pension plan (IPP)
- Company wanting to set up a group insurance to grant benefits to their employees.
- Business owner wanting to stimulate their key employees through a deferred profit-sharing retirement plan (DPSP) strategy, to allow the payment of bonuses, overtime, or sick days.
- Businesses looking for a strategy to set up a buy-sell agreement plan between business partners.
- And many others, do not hesitate to contact us!
