Harmonie Financière inc.

Financial services firm

Your financial needs conductor.

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.


*Mutual funds are distributed by Groupe Cloutier investissements.

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 planner


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

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Request an appointment or quote

Our contact details