Services
Complete financial solutions, designed around you
Le Nord Financier supports you at every stage of your financial life. Every service is based on careful analysis, transparency and personalized follow-up.
Our services
Seven ways to support you
From analyzing your situation to protecting your loved ones, every service is tailored to your needs and your budget.
Personal Financial Analysis
A detailed review of your income, debts, protections and goals to build a customized strategy.
- Overview of your income, expenses and debts
- Review of your current coverage
- Short, medium and long-term goals
- Clear strategy and personalized follow-up
Life, Disability and Critical Illness Insurance
Tailored coverage to secure your future and that of your loved ones.
- Term or permanent life insurance
- Income protection in case of disability
- Lump-sum benefit for critical illness
- Coverage adjusted to your budget
Health, Dental and Travel Insurance
Flexible solutions to protect your health, at home and abroad.
- Health care and prescription drugs
- Dental care
- Travel insurance and emergency care abroad
- Options for students and newcomers
Savings and Investments
Personalized strategies to grow your wealth with the right tools.
- TFSA: Tax-Free Savings Account
- FHSA: saving for your first home
- RRSP: Registered Retirement Savings Plan
- RESP: saving for your children’s education
Retirement Planning and Estate Management
Prepare for a stable future and safeguard the legacy you wish to pass on.
- Planning your retirement income
- Protecting your assets
- Passing on to your loved ones
- Regular review of your plan
Home and Auto Insurance
Competitive offers for comprehensive and affordable protection.
- Protection for your home and belongings
- Coverage for your vehicle
- Offers compared for your budget
Support for Newcomers and International Students
Our dearest mission: helping you understand Canada’s financial system, build a strong foundation and reach your goals faster.
- Understand the Canadian financial system
- Build a strong foundation from day one
- Protect your health and your loved ones
- Build a network and move forward with confidence
Our approach
How it works
A simple, transparent process, from our first conversation to ongoing follow-up.
01
First conversation
A confidential meeting, in person or by video call, to understand your situation.
02
Analysis
A review of your income, your coverage and your goals, with full transparency.
03
Tailored strategy
Clear recommendations, typically presented within 3 to 5 business days.
04
Follow-up
An advisor who stays by your side and adjusts your plan at every stage of life.
Ready to achieve your financial goals?
A first confidential meeting to build a strategy that fits who you are.
