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    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!

     

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