Marc Simard, PFP, CHS
Financial Planner

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



Proud supporter of
The Dream Factory

Whether you're thinking of establishing a small business or looking to take your business to the next level, our team of professional financial security advisors will analyze your business plans and work with you to develop strategies and solutions for the financial success of your small business.

A financial plan for your small business can help you:

• Increase your income from profits.
• Develop strategies for reinvesting profits.
• Identify and reduce liabilities.

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

• Business Planning
• Investment Services
• Financial Planning Services
• Partnership Insurance
• Employee Benefit Plans
• Retirement Planning
• Business Succession Planning
• Individual Pension Plans

For more information, please contact one of our Financial Security Advisors.