YOUR BUSINESS
Running a business means anticipating, protecting, and growing your wealth. At InvesAssure, we support you with tailored solutions to secure your assets, optimize risk management, and maximize your investments.
Whether it’s protecting your business or growing your investments, we adapt our approach to your reality so you can build the future with confidence.
WE UNDERSTAND YOUR CHALLENGES
Unexpected events such as a sudden death, a serious illness, or a disability can have a major impact on your business and key employees.
With our professional approach and advanced assessment tools, we help you choose the most suitable protection solutions for your reality.
OUR COMMITMENT
With our resources, knowledge, and commitment, we support you at every step.
By analyzing your business needs, we provide you with a comprehensive view of your finances, helping you ensure the growth and sustainability of your company.
.png)
Ensure the stability and growth of your business,
no matter its stage of development.
Through close collaboration with your accountant and partners, we streamline your processes and provide you with a clear, strategic vision, allowing you to focus on what matters
most—growing your business.
A TEAM OF PROFESSIONALS
Our firm works closely with the team of professionals at SFL Wealth Management, Northwest Quebec to provide you with a comprehensive plan that meets your needs in taxation, planning, and advanced strategies.
Jean-Louis Pulitano, CPA.
Financial Planner
Jean-Yves Lepage
Tax Specialist
Jean-Benoît Laurin
Financial Planner
Daniel Faubert, AVA.
Financial Planner
Chantal L'Espérance
Financial Planner
-
Financial, Tax, and Estate Planning*
-
Succession Planning
-
Establishment of Agreements*
*Among shareholders, retirement agreements, key person agreements. This service is offered through our partner, SFL Wealth Management.
Protection Strategies
-
Executive Health Plan (EHP)
-
Life, Health, Disability, Critical Illness, and Overhead Insurance
-
Tax-Efficient Investment Strategies for Your Corporation
-
Individual Pension Plan (IPP)
GROUP BENEFIT PLANS
GROUP RRSP
The Group RRSP is a retirement savings plan set up by the employer and available to eligible employees. It allows individuals to contribute directly from their salary while benefiting from an immediate tax deduction.
It offers numerous benefits for both employees and employers:
For employees:
-
Contributions deducted directly from payroll, making saving easier
-
Immediate tax deductions, reducing payable taxes
-
Often lower management fees than an individual RRSP
-
Flexibility to retain or transfer accumulated funds upon leaving the company
For employers:
-
An effective tool for attracting and retaining talent
-
Potential tax-deductible contributions
-
Enhancement of employees’ total compensation package
-
Contribution to employees’ long-term financial security
