Financial Services
At Invico, we take care of our client’s needs and therefore we are committed to provide a personalized service of the highest quality.
Financial planning
Our advisors will help you to:
- Define your goals and evaluate your current situation;
- Determine the most adequate strategic distribution;
- Select your optimal combination of funds;
- Implement, monitor and rebalance your portfolio when necessary.
Investment
Making the right investment decisions is always difficult. We will help you make the best choice for you in the short and long term. Invico offers solutions that best suits your needs through our wide range of products.
Savings plans
RRSP, RRIF, RESP, TFSA, LIRA and LIF
Several savings plans offer significant tax advantages. We can help you choose the ones that are best for you.
Life and disability insurance
Life insurance allows you to protect the financial security of your loved ones.
Disability income insurance provides you with a source of income to replace your salary during a period of disability resulting from an accident or illness.
Mortgage Loan
Getting mortgage financing represents a major life event. Whether it's your first home, a second home or an income property, our role is to find you the best possible conditions on the market.
Corporate Services
- Executive Health Savings Plans
- IPP (Individual Pension Plan) and VRSP (Voluntary Retirement savings plan)
- Shareholder agreements, pension for senior
- Pension Plan
- DPSP (Deferred Profit-Sharing Plan)