Individuals and families
Your life projects deserve our full attention.
Protecting your loved ones, saving for the future, preparing for retirement or financing a project: Willy Paulin supports you according to your goals, with attentive listening and trust.
Your needs
Guidance suited to the stages of your life
The needs of someone starting their career can differ from those of a family or of someone nearing retirement.
Protect your family and your financial security
Life, disability, critical illness, accident and mortgage insurance: this coverage can address different risks according to its benefits and exclusions.
Save for your projects and your family’s
TFSAs and RRSPs offer different tax features. The FHSA is for eligible people who want to buy a first home. An RESP lets you save for education and may give access to incentives.
Prepare for retirement and your future income
Retirement raises questions about savings and income. Willy helps you understand RRIFs, LIFs, annuities and segregated funds, according to the applicable products and authorizations.
Finance your personal projects
A real estate project, a major purchase or another commitment may require reviewing financing and tax considerations.
Your advisor
A local advisor for your life projects
Willy values listening, clarity and proximity; he remains the go-to contact for all the services offered.
Free first consultation
At the office or by video call
Frequently asked questions
What services are offered to individuals?
Insurance, savings, retirement, financing, credit and tax issues.
Which insurance should I choose?
It depends on the situation and the risks.
Can I consult without a defined project?
Yes. The conversation lets you explain your needs.
Can I start saving with a small amount?
It depends on the products.
Is it too late to prepare for retirement?
The need can be reviewed at different stages of life.
Do you offer your services throughout Quebec?
Yes, with appointments at the Montréal office or by video call.
Is the first consultation free?
Yes, the first consultation is free.