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
Our Service Offerings
We improve your financial situation with our expertise and global vision in investment, insurance and lending.
Analysis of your financial situation
Look together with the client their goals/objectives, look at what they already hold (if applicable), ask the necessary questions and gather important information needed for a Financial Needs Analysis (FNA) and do a financial security analysis (insurance)
Research and analysis of your short- and long-term goals
At the office, following the first meeting, we perform a Financial Needs Analysis for the client, choose the type of account that is best for them, choose the funds according to our investment analysis and vision and finally prepare the necessary documents.
Recommendation and Improvements for their achievements
We contact the client again to offer an explanation for the financial needs analysis regarding the analysis process and the results to implement the chosen strategy and finalize documents.
Continuity of services throughout your financial journey
We offer follow-up meetings subsequent to changes in the client's life aspects (goals, net worth, divorce, childbirth, death etc.) or in the market. Nevertheless, we always remain available for our client.