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Personal insurance

The importance of personal insurance

Personal insurance protects your assets in the event of death, disability or serious illness.

Protecting your wealth and your loved ones against unforeseeable events is possible with adequate planning and an insurance portfolio tailored to your specific needs.

We take care of your peace of mind, your health and your well-being so that you can enjoy life to the fullest.

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LIFE INSURANCE

The primary purpose of purchasing life insurance is to protect the family financially in the event of the death of a family member. Life insurance benefits are used to replace income, to pay off mortgage and other debts, or to create an inheritance. Several fiscal strategies can be applied.

Products:

  • Term insurance

  • Permanent insurance

Whatever your situation, we are here to support you. For more information, write to us or contact our team directly!

DISABILITY INSURANCE

The primary purpose of taking out disability insurance is to financially protect the family and the person with a disability who is therefore unable to work and generate income for a variable period of time. It can be an illness (psychological, physical) or an injury.

Products:

  • Income replacement insurance

  • Business overhead insurance

  • Debt insurance

  • Long-term care insurance

  • Temporary or permanent critical illness insurance

Whatever your situation, we are here to support you. For more information, write to us or contact our team directly!

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« Nous avons fait appel à Stratèges Gestion de Patrimoine pour nos besoins en assurance-vie et gestion de patrimoine et nous avons été charmés par leur approche humaine et leur grande disponibilité. Alexe a fait des pieds et des mains pour s’ajuster à notre horaire chargé et pour répondre rapidement à nos besoins. Nous avons grandement apprécié ses conseils francs et personnalisés. »

Daphnée Beauchamp, avocate & Anthony Richard, ingénieur

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