Added Values
We always want to offer more to our clients
Partners and collaborators
You deserve personalized service and expert advice. Thanks to our partners and collaborators, you have access to sound advice to help you manage and protect your assets. Tax and estate planning is a key element in the protection of your assets, your family and your heritage. A good planning helps ensure that your assets are well managed during your life and adequately distributed, in a tax-efficient way when you die. Thereby, you can leave a greater part of your heritage to your heirs.
What we offer
- PPI Dedicated to Canada’s high net-worth insurance market and its unique requirements and opportunities. Complex client needs demand sophisticated planning and strategies.
- Canada Life For more than 25 years, Canada Life has maintained a privileged business relationship without intermediaries offering you exclusive products.
- Investia Services financiers inc. A member of iA Financial Group, Investia Financial Services Inc. has been in operation since 1988. Now the largest independent mutual fund dealer in Canada, Investia offers a wide range of products and services associated with the distribution of mutual funds and segregated funds.
Other partners
DVSF offers its exclusive clientele a wide range of different services thanks to its network of professional contacts. We understand that our business clientele is very busy and that their time is precious.
Our extensive network, built over the years, allows you to:
- Have access to experienced professionals
- To create a network of business contacts
- Use these contacts to make your life easier
Partnership training
Conferences and private presentations
To better inform our clients and share knowledge, our clients have access to conferences that we occasionally organize to discuss a variety of specific topics. We also host short private presentations at corporate events. These presentations are managed by our advisors within your companies. We believe that as business owners, it is an asset to make your employees aware of the importance of planning for their financial future.
Stay informed of upcoming events
Easy management
Momentum, an application for insurance management
The solution benefits administrators as it reduces costs and increases efficiency. Administer your group insurance plan remotely, as if you were contacting your personal advisor.
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All the financial services you need under one roof, including financial planning, investment portfolio analysis and individual insurance.
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