Placement

Let us help you realize your projects and dreams ! Whatever your goals, you will need financial resources to reach them. Whether for a trip, a wedding, the purchase of a house or a cottage, the financing of your childrens education, retirement or financial freedom, our advice will help you make the best choice when it comes to your investments.

Each of your goals requires a well-defined and plan. At Groupe Wells, we have the tools and knowledge to help you make the right choices.

We will first explain to you how to choose the right tax shelter (RRSPs, TFSAs, RESPs, etc.), then we will help you understand how each tax shelter works for you and what are their advantages and specific aspects. You will achieve positive results in a short and long term by making the right choice with the help of a specialist.

Our services will help you obtain an investment that matches your risk profile and we will direct you to the right company always according to your situation and your needs.

Why use a investment broker ? We are proactive, competent, present towards our clients and easy to reach with a just phone call. We have been working in the insurance business for a long time and we intend to continue to help as many people as possible for a very long time.

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