How We Work

We work with multiple financial institutions and provide a comprehensive range of investment, insurance, and mortgage services. By attending conferences and continuing education courses, we stay deeply informed about the industry and explore diverse solutions to offer the best opportunities to our clients. Since 1992, we have been helping clients protect and grow their capital by achieving their unique financial goals through personalized, high-quality advice.

Financial services

Our Financial Services include

Financial advice
Investments
Group annuity
Financial analysis
Mutual funds
Exempt products

Insurance

Our insurance services include

Life insurance
Disability insurance
Group insurance
Complementary health insurance
Critical illness insurance
Segregated fund contract
Financial security analysis

Mortgages

Assurance et Produits Financiers Vani inc works with various, credit unions and trust companies offering many financing options allowing us to find you the best solution for your needs (purchases or refinancing).

For any need of mortgage loan, refinancing or personal credit loans, do not hesitate to contact us, we remain at your disposal!

Our Service Offerings

01.

Analysis of your financial situation

Work with the client to review their goals and objectives, assess their current holdings (if applicable), ask relevant questions, and gather the necessary information to conduct a Financial Needs Analysis (FNA) as well as a financial security assessment (insurance).

02.

Research and analysis of your short- and long-term goals

Following the initial meeting, we conduct a Financial Needs Analysis for the client, select the most suitable type of account, choose funds based on our investment analysis and strategy, and prepare all necessary documentation.

03.

Recommendation and Improvements

We follow up with the client to explain the Financial Needs Analysis, review the process and results, and implement the chosen strategy while finalizing all necessary documents.

04.

Continuity of services throughout your journey

We provide follow-up meetings in response to changes in a client’s life—such as goals, net worth, divorce, childbirth, or the passing of a loved one—or changes in the market. Regardless, we are always available to support our clients whenever needed.