Financial Services

 

 

Strategy, objectives and careful planning will contribute to your financial security. Our financial services expert will tailor an investment solution based on your needs, your attitude and your risk tolerance.

Your insurance broker at Théorêt & Martel will help you find the right insurance for your current life situation to provide financial security for the people you love most.

For more information regarding our financial services, please contact Charles by email charles@theoretmartel.ca or by phone at 613-632-7666.

Types of Life Insurance Services we offer:

Canadian and US dollar investment savings account

Business savings account (US or Canadian)

Mutual funds

Segregated funds

Guaranteed Investment Certificates (GIC’s)

Life Insurance

Registered Retirement Savings Plan (RRSP) and Group RRSP’s

Retirement Income Funds (RIF)

Locked-in Retirement Account (LIRA)

Registered Education Savings Plan (RESP)

Annuities

Employee group health benefits

Key-person insurance

Buy-Sell insurance

Deferred Profit Sharing Plans & Employee Pensions Plans