Groupe B&T - Financial Services and Investment

Group B&T Investment

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Group B&T Investment

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Groupe B&T Canada - Financial Services and Investments

Insurance

Help ensure your financial security while protecting your loved ones. With the help of our advisors, choose the product suited to your needs.

Investments

Our goal is that you can continue to enjoy life without depriving yourself too much, while saving for your retirement. To help you see clearly in your savings and investments

Mortgage

Let us help you find the mortgage that's right for you. With us, you save valuable time since our mortgage brokers do all the research for you to find the most suitable loan options.

Insurance

Life Insurance

Help ensure your financial security while protecting your loved ones. With the help of our advisors, choose the product that best suits your needs.

Medical Care Insurance

Protect yourself against the cost of regular medical and dental care and the costs associated with the care of a critical illness or disability as well as long-term care.

Disability Insurance

One in three Canadian workers will experience a disability that will affect them for more than 90 days. Although provincial health care plans can provide relief from medical expenses, only disability insurance can replace lost income and allow you to maintain your lifestyle.

Travel Insurance

Get coverage for your unexpected emergency medical expenses and other incurred expenses wherever you travel.

Insurance Mortgage Protection Plan

Protect your loved ones, your home and your savings with insurance that covers your mortgage payments in case something happens to you.

Insurance for Small Businesses

Be sure to protect your business and its key people in the event of the death or disability of one of your associates. Your business is definitely your main source of income. As a self-employed person, what will happen if you are disabled for several months? Who will carry out your current contracts? How will you cover your fixed expenses.

Our advisors will analyze your business and personal needs for unparalleled financial peace of mind.

Why Benefits?

Benefits compensate for personal health care expenses and prevent a medical emergency from becoming a financial disaster. They transfer the financial burden of a sudden event to a third party so that you have a reliable safety net when the need arises. Benefits are an investment in your financial security. Rather than being caught off guard, they provide a predictable and affordable way to protect your income and family stability so you can focus on your recovery rather than making ends meet.

Investments

Retirement Planning

Our goal is that you can continue to enjoy life without depriving yourself too much, while saving for your retirement.

To help you see clearly in your savings and investments

Our advisors help you see clearly in your planning, without making the decisions for you. Our advisors take stock of your expenses and income and establish a simple and non-restrictive action plan according to your needs. Every gesture counts. Small savings today will be big tomorrow!

Build a strong relationship of trust

Our distinction at Groupe B&T-Financial Services is above all the help that our advisors receive to help you. When one of our advisors meets with you, he makes sure to really take all your needs into account. He can then consult our in-house investment specialist who checks with him that all options have been considered. The investment solution that we offer you in anticipation of your retirement is therefore clearly thought out.

Planning your Children's Studies

Your children may work part-time while they study. But you may be helping them financially too. Why not start accumulating funds right away and generate earnings that will be available when your children need them?

Our advisors can help you find profitable investment strategies to plan the financing of your children's studies, or even your grandchildren's.

Give an education savings plan as a gift

Parents and grandparents have every interest in contributing to an education savings plan (RESP) as soon as their children are born, since it is a great way to pass on an estate. And the money isn't just for college: it can be used for any post-secondary education, including tech. The greatest gift you can give a child is education.

Wealth Management

It takes time and effort to build your portfolio: don't let it go up in smoke when you die. Your insurance policies, like your investments, are essential investment vehicles to keep and pass on. We draw up a sustainable wealth management action plan for you.

Wealth management and transfer over several generations

Our advisors ensure that your assets can be passed on from generation to generation. Imagine: even your great-grandchildren could benefit from your hard-earned investments! Our specialists are there to help you establish investment, insurance and investment strategies that will stand the test of time. Do you have a retirement plan that makes sense? Are your children well protected? Tell us about your concerns and your projects.

Tax Optimization

Our advisers are excellent generalists surrounded by remarkable specialists. You are guaranteed to get the best advice to truly maximize your investments.

Small and large investors, this concerns you

Do you invest in the stock market, do you own income properties or agricultural land? You are an investor. By consulting our advisors, you make sure you pay as little tax as possible with an optimal tax strategy. They make sure that all your investments and placements are paying off and, if not, find out who is.

Mortgage

Let us help you find the mortgage that's right for you. With us, you save valuable time since our mortgage brokers do all the research for you to find the most suitable loan options.

Find the right mortgage with one of our brokers

• The best mortgage rate at the best conditions

• Access to nearly 20 financial institutions

• A thorough analysis of your situation

• Clear and popular explanations

I want to buy a house