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Getting to know you, listening to you, and guiding you toward better financial decisions through each step of your life is my mission.
“Investors who work with an advisor have been shown to accumulate a net worth 1.7 times greater after 4 years, and 4 times greater after 15 years.” 1
These solutions are developed based on where you are in your life cycle and according to the financial goals you want to reach.
Life insurance
Mortgage insurance
Critical illness insurance
Disability insurance
Accident insurance
*Personal insurance products are offered through Industrial Alliance Insurance and Financial Services Inc.
RRSP, TFSA, FHSA, and other savings plans
Registered education savings plans (RESP)
Retirement income products
RRSP loans
RESP loans
Investment loans
High-interest saving account
**Investment funds and retirement savings products are offered through Industrial Alliance Insurance and Financial Services Inc. and Investia Financial Services Inc. Investment funds are sold exclusively by representatives of Industrial Alliance Insurance and Financial Services Inc. and Investia Financial Services Inc. and the applicable provincial regulatory authorities.
Budget planning
Retirement planning and withdrawal strategies
Prestige preferential rates (individual or family)
Personalized portfolio monitoring
Life insurance
Loan insurance (line of credit, commercial loans, etc.)
Key person insurance
Partnership insurance
Disability insurance
Health and dental insurance (individual and group)
Critical illness insurance
*Personal insurance products are offered through Industrial Alliance Insurance and Financial Services Inc.
Registered and non-registered savings plans (RRSP, TFSA, etc.)
Investment accounts for corporations
Investment accounts for management companies
Emergency funds
High-interest saving account
Retirement plans for employees
**Investment funds and savings products are offered through Industrial Alliance Insurance and Financial Services Inc. and Investia Financial Services Inc. Investment funds are sold exclusively by representatives of Industrial Alliance Insurance and Financial Services Inc. and Investia Financial Services Inc. and the applicable provincial regulatory authorities.
Company start-up and transfer advising
Retirement planning and withdrawal strategies
Prestige preferential rates (individual or family)
As a financial security advisor, my commitment goes well beyond a transaction. My commitment to each of my clients is to develop a financial plan and personalized strategies and to offer continued support. First and foremost, it’s about teaming up with you so that you can make the best possible financial decisions throughout the stages of your life and stay focused on your dreams.
Whether your list has one major goal or a series of ten smaller projects, accumulating the required funds to make them realities is crucial. It’s never too late or too early to invest, and no amount is too modest to start.
It pays to start saving early, whatever your budget, since this allows your savings to grow more and help you reach the amounts necessary to bring your aspirations to life.
© 2024 Marie-Cine. All rights reserved. Privacy
Marie-Cine Renaud is a member of Industrial Alliance Insurance and Financial Services Inc.
