I am a businessperson

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.

Our services


  • 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


  • Canadian and U.S. bank accounts
  • MasterCard credit cards
  • Line of credit
  • Mortgage
  • Investment loans


  • Safekeeping
  • Business transfers
  • Security evaluation
  • Real estate


  • 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)