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Insurance: An essential pillar in wealth management for Entrepreneurs

At Bélanger, Brosseau Fiscalité, Assurances & Placements, we believe that insurance plays an essential role in a comprehensive wealth management plan for any Entrepreneur. As a cornerstone of financial protection, insurance provides crucial security for you, your family, and your business in the event of unforeseen circumstances such as death, disability, or a serious illness.

Incorporating appropriate insurance solutions into your wealth management plan allows you to minimize financial risks and protect the assets you have worked so hard to build. Adequate life insurance can guarantee that your loved ones will be financially secure in your absence, while disability insurance can ensure you receive continuous income in the event of incapacity to work. Similarly, critical illness insurance can provide you with the financial resources necessary to cover medical expenses and expenses related to your treatment in the event of a serious illness.

By integrating these insurance solutions judiciously into your wealth management plan, you can ensure strong financial protection and peace of mind for yourself, your family, and your business, regardless of what the future may hold.

Protect your business and your future with our insurance solutions

As an Independent Financial Services Firm, we understand the unique challenges Entrepreneurs face in managing their businesses. That's why we offer a comprehensive range of insurance solutions specifically designed to meet the needs of your business and your financial future.

Different types of insurance are available to cover specific business needs such as overhead expense insurance, which would cover part of the business expenses in the event of your disability.

Life insurance is also used for buy-sell agreements. Your shareholder agreement should specify what happens to the shares of an owner in the event of their death. It is possible to set up a life insurance policy for the purpose of buying back the shares of a deceased partner, in order to simplify matters for the deceased's family and to avoid additional debt in the business for the shareholder who buys back the shares.

To date, we cover over 130 Entrepreneurs operating in various sectors such as medicine, dentistry, construction, communications, information technology, and agriculture in the greater Montreal area.

A personalized approach focused on Entrepreneurs

At Bélanger, Brosseau Fiscalité, Assurances & Placements, we understand that every business is unique, which is why we take a personalized approach to meet your insurance needs. Our experienced financial security advisors are dedicated to providing you with personalized insurance advice that takes into account your business objectives, financial situation, and unique concerns as an Entrepreneur.

We work closely with you to assess your insurance needs and design a comprehensive program that provides you with the peace of mind needed to focus on the growth and success of your business. Our goal is to help you identify and mitigate potential risks to your business, while providing you with solid and reliable financial protection.

Thanks to our Tax Specialist Annie Bélanger, we are able to offer you several advanced insurance strategies that will allow you to optimize the taxation of your wealth.

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