Sum offers you a wide array of custom services in order to meet your financial and wealth management needs as a businessperson.
You can count on our experience and our network of experts to help you, as well as your tax and legal collaborators, build various financial, wealth or estate strategies. You can rest assured that we will develop said strategies as time goes by and adapt them to your specific situation.
I am a businessperson
Our services
Insurance
- Life insurance (personal or corporate)
- Disability insurance
- Health insurance (complementary or paramedical medication)
- Serious illness and long-term care insurance
- Group insurance plans
- Risk and general insurance
Portfolio management
- A global, integrated offering
- Guaranteed funds and guaranteed investment certificates
- Diversification based on your personal situation
- Access to several product selections in various financial institutions
- Security-focused management
Financial planning
- Personal finances
- Insurance
- Investments
- Retirement
- Tax
- Legal framework
- Estate planning
Banking
- Canadian and U.S. bank accounts
- MasterCard credit cards
- Line of credit
- Mortgage
- Investment loans
Complementary
- Safekeeping
- Business transfers
- Security evaluation
- Real estate
Trust
- Testamentary trusts
- Inter vivos trusts
- Estates
Our products
- Distinct funds
- Guaranteed investment certificates
- Annuities
- RESP
- Tax shelters
- Life insurance
- Health insurance (complementary and paramedical medication)
- Long-term care insurance
- Serious illness insurance
- General insurance
- Travel insurance
- Disability and overhead insurance
- Personal retirement plan (PRP)
- Mortgage loans
- Mortgage line
- Banking products (high-interest accounts, Canadian accounts, U.S. accounts, credit cards, loans)