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SERVICES TO INDIVIDUALS
SAFJ offers its advisory services to individuals to understand your needs, to guide you to effective planning and optimize your financial situation. Here is our range of comprehensive services we offer on insurance, savings, investment, retirement, tax and estate planning as well as our service offer by referencing :
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Protection
Savings, investment and retirement (segregated funds and mutual funds *)
Tax and estate planning We refer our clients to mortgage brokers to find the product that suits them considering the majority of financial institutions. Damage insurance We refer customers to experts in auto, home and commercial insurance. Traveling We refer our customers to travel insurance experts. Succession We are present to help, assist and refer on the death of a relative. Financial analysis report
Following a meeting with one of our consultants , you will receive a complete financial analysis report which includes current and projected stock of your assets, budget, estimate your insurance needs and a detailed analysis of your retirement income and savings necessary.
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You have plans for retirement ?
Put the odds on your side to succeed in achieving them! Use the income calculator retired QPP and see if your financial plan will help you achieve your goals!
Are you spending too much?
Use this tool to calculate the amount to allocate to each expense category based on your income !
Make a budget
Use this tool to help you achieve a budget. This will help you better manage your personal finances !
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Consult us for more information on our services and to let you benefit from the peace of mind.
We work for you in your interest !
