Protecting your wealth

Protecting your wealth means protecting your quality of life. It means protecting you and your loved ones from the financial impacts of an illness, an accident or a premature death.^{note de bas de page 1}

It also means protecting your assets.

It means peace of mind, knowing you can meet your needs no matter what happens:

• Life and health insurance (life, disability, critical illness, etc.)
• Property and casualty insurance

Intergenerational wealth creation strategies

With our wealth protection services, we can also recommend strategies that are tailored to your reality.

These personalized recommendations are aimed at preserving your assets over the long term.

So the benefits to your loved ones extend beyond the transfer of your wealth.

Managing your assets

Managing your day-to-day finances and achieving goals like renovating your home or buying a boat or cottage can be complex and call for personalized financing strategies.

To reach your goals, our specialized financing teams develop personalized credit strategies for you, including:

• Mortgage loan
• Consumer lending
• Line of credit