Experienced Advisors
Insurance is becoming more and more complex and requires a lot of precious time, something quite scarce in organizations today. Let us free up some of your time so you can devote it to what you love most, your business.
Advisors
Pierre S. Tremblay | Founding president
1982-2025
Jean-François, Tremblay | President
Group Insurance and Annuity Plans Advisor
Financial Security Advisor
Claude Cayer | Director
Financial Security Advisor
Dealing representative (mutual funds dealer) - provided by Excel Private Wealth)
René Henrichon | Consultant
Advisor in group Insurance
Financial Security Advisor
Jean-Paul Kozminski | Consultant
Advisor in group Insurance and annuities
Support Team
Assunta Di Lalla
Manager | Administration
Joanne Richard
Manager | Insurance of persons
Sabrina Tremblay
Social medias
Lynn Tremblay | Vice-president
Group Insurance and Annuity Plans Advisor
Financial Security Advisor
Olivier Belzile | Analyst and Customer service
Group Insurance and Annuity Plans Advisor
Financial Security Advisor