I am an independent worker or a professional

Producing a financial plan helps eliminate worries while benefiting retirement savings.

Whether you are about to create your own financial plan or review it, Sum is able to analyze your personal situation and provide independent solutions.

A financial plan helps you:
  • Know where your money goes
  • Protect your assets and your family in the event of death or disability
  • Prepare for the various phases of your life
  • Optimize your retirement savings
  • Protect your hard-earned savings against the unexpected
  • Manage your income tax

We all have objectives and dreams, be they paying for our children’s education, traveling, starting a business. Are you ready to do everything you can to achieve them?

The financial decisions you make today have an impact on the amount of money available to achieve said dreams and objectives.

You can secure your own financial future – all you need is a plan.

Financial target

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  • Evaluate your current financial situation.
  • Determine your financial objectives.
  • Set aside 10% of your income to achieve your objectives.
  • Use 90% of your income for day-to-day expenses.
  • Build your financial future on a solid foundation of financial guarantees.

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)