ABOUT US
Business owners need sophisticated life insurance planning and strategies. We focus exclusively on developing plans for the unique requirements and opportunities of high-net worth entrepreneurs in Québec. As independent advisors, Pierre and his team are recognized for their ability to serve the needs of business owners and their families. Pierre's team possess deep-rooted connections with Québec's business leaders who trust their comprehensive knowledge of life insurance products and ability to make complex concepts clear.
WHY LIFE INSURANCE?
It allows you to leave a financial legacy and maintain your family's standard of living.
It covers your financial commitments and death-related expenses.
It can provide lifetime tax benefits and help safeguard business continuity.
OUR SERVICES
BUILDING A LIFE INSURANCE PLAN
Choosing the right life insurance plan requires a thorough assessment of your personal, family, business and estate situation and goals. Pierre and his team work closely with each client and their advisors to determine the precise amount of insurance coverage is needed, which provider offers the best plan, and how the funds will be allocated to ensure the well-being of your loved ones and business continuity.
IMPROVING PROCESSES
There are many options to consider when selecting life insurance coverage. We work closely with the business owner through every step of the process and implement a plan that will protect their family, maximize estate value, and potentially earn significant tax benefits and increase your wealth.
STRATEGY AND OPERATION
We have secured life insurance coverage for hundreds of business owners across Québec. We plan precisely and implement efficiently to streamline the process and ensure client satisfaction. All risks and opportunities are assessed in order to determine which coverage plan and insurance provider are the best for the client's unique situation. We work with top tier providers - iA, RBC Insurance, Manulife, Sun Life, Canada Life, BMO Insurance, Empire Life, Ivari and others - to secure the perfect policy for your needs.
STRENGTHS
Pierre Cloutier, FEA
Email: pc@sfcloutier.com
Tel. (514) 762-5574
Cel. (514) 992-7769
Fax (514) 762-5516
1503, Chemin de Saint-Jean
Suite 201
La Prairie, QC J5R 2L8
Canada
Amélie Leroux-B., BCom
Tel. (514) 762-5574
Cel. (514) 208-2981
Fax (514) 762-5516