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.
How we work
We work with several financial institutions and offer a wide range of investment, insurance and mortgage services. Through several conferences and courses, we study our industry in depth and explore various solutions to offer the best opportunities to our customers. Since 1992, we have been helping our clients protect and grow their capital by meeting their unique financial goals, through personalized and quality advice.
Our financial services include
- Financial advice
- Group annuity
- Financial analysis,
- Mutual funds
- Exempt products
Mutual funds and/or approved exempt market products are offered through Investia Financial Services Inc. (“Investia”). Mutual funds and exempt market products are sold exclusively by Representatives who are licensed by provincial regulators and registered with Investia.
Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund/exempt market product investments.
Please read the Fund Fact or prospectus carefully before investing. Mutual fund and exempt market product investments are not guaranteed, their values change frequently, and their past performance may not be repeated.
Our insurance services include
- Life insurance
- Disability insurance
- Group insurance
- Complementary health insurance
- Critical illness insurance
- Segregated fund contract
- Financial security analysis
Insurance products are provided through Hollis Insurance (PPI).
Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers.
Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund.
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 (residential, refinancing or commercial).
Please note that many of these banking institutions are not accessible to the public but rather reserved to independent mortgage brokers, such as us.
For any need of mortgage loan, refinancing or personal credit loans, do not hesitate to contact us, we remain at your disposal!