Harmonie Financière inc.
Financial services firm
Your financial needs conductor!
Builder of the financial future!
A proximity team with the following mission :
"To offer you an advisory and educational service in order to meet your financial needs, while respecting your interests and capabilities."
Our values : Honesty - Simplicity - Integrity
Services offered
INVESTMENT
We offer you a complete analysis in order to make the right investment choices
RRSP, RESP, LIRA, locked-in plan
Tax-free savings account TFSA
High yield bank account
Mutual funds * and segregated funds
Guaranteed investment certificate GIC
Retirement plan and other financial products
A tailor-maid appointment for advice and an assestment of your situation.
INSURANCE OF PERSONS
We offer you the best solution according to your needs and situation. We offer a brokerage service from more than 20 companies
Life insurance
Disability insurance
Mortgage insurance
Critical illness insurance
Travel insurance
Long term care insurance
Protection that suits your security, that of your spouse, your children, family members and business partners.
CORPORATE COMPONENT
We protect your dreams and business investments
Comprehensive benefits program
Retirement plan for you and your employees
Group insurance
Life insurance between partners
Salary insurance
Key employee insurance
Together, we want to help you remain competitive in your benefits. During this period of labour shortage, we know that your employees must remain loyal and committed.
Our team
Download the QR Code image below using the camera on your smartphone. You will find there the information of the members of our team and you can then add them to your contacts.
President
Vice-president
Financial advisor
Financial advisor
Financial advisor
Administrative assistant
Administrative assistant
Social media
YouTube channel
RDSP
Income splitting
RESP
Disability insurance
RRSP vs TFSA
Taxes at death of 2nd spouse
Facebook
What's new
Information & important dates
Online appointment with an advisor
Contests
Linkedin
Follow us on the largest network of professionals
Request an appointment or quote
By e-mail : reference@harmoniefinanciere.ca
By phone : 1-844-277-1212