Marc Simard, PFP, CHS
Financial Planner

Cell : (204) 797-3479
Fax: (204) 489-1035



Proud supporter of
The Dream Factory

Having a sound financial plan for your company is vital to the success and growth of your business.

Our professional team of Financial Security Advisors will work with you analyze your business objectives and help you to achieve success as you work towards your financial goals.

We are pleased to offer a wide range of services to our corporate clients including:

• Corporate Investments
• Individual Pension Plans
• Key Person Insurance
• Partnership Insurance
• Management of Cash Reserves
• Employee Benefit Plans
• Business Succession Planning
• Group Retirement Plans

If you are interested in our Corporate Financial Planning services, please contact one of our Financial Security Advisors.