ADVISE DIFFERENTLY
PERSONAL INSURANCE FIRM
SERVICES
Advise differently
CVU is a seasoned multidisciplinary team that prioritizes a close-knit, hands-on approach and cultivates a relationship of trust with its clients.
The firm's expertise? A niche and exclusive approach, grounded in strategic thinking, designed to present you with a tailor-made recommendation report that leverages the benefits of life insurance, for both tax optimization and your protection needs.
Typical Transactions
Benefit from a different and innovative approach to implementing the best structures for protecting or growing your assets.
- Optimization of the current structure in place
- Policy refinancing / financing
- Shareholder protection
- Estate protection and growth
- Tax-at-death coverage
- Tax-sheltered investments
Our Approach
ANALYSIS
Study and analysis of current policies in place
IDENTIFYING OBJECTIVES
Discussion with the client's Estate Planning team and identification of transaction objectives
OPTIONS
Presentation of the various possible strategies
RECOMMENDATIONS
Implementation of selected strategies
Our Team
Véronique Mondoux
VP Finance & Operations
Financial Security Advisor
CVU Inc.
CONTACT