Insurance, savings, financing, taxation and business projects: HAPI OPTIMA offers you personalized guidance. With Willy Paulin, take the time to understand your needs, review the possible solutions and move your projects forward.
Protecting your loved ones, your income and your business.
Willy helps you review your needs in life, disability, critical illness, accident and mortgage insurance, group insurance, corporate protection and key-person risks.
Preparing for the future according to your goals.
Guidance covers RRSPs, TFSAs, FHSAs, RESPs, RRIFs, LIFs, annuities, segregated funds and financial planning, depending on the products available and the applicable authorizations.
Guidance for your financial decisions.
Willy reviews with you the financing and credit needs and the tax issues related to a personal or business project.
Supporting you through the key stages of business ownership.
Business takeover, acquisition, business transfer and commercial intermediation. The terms of each engagement vary with the mandate.