Our Financial Expertise and Insurance Solutions
Insurance to protect your family's future
I provide comprehensive needs assessments to implement life, disability, and critical illness insurance solutions designed to secure your family and protect your assets.
Investments perfectly tailored to your goals
I offer professional guidance in selecting tailored investment strategies that align with your unique profile, time horizon, and specific life milestones.
Comprehensive Global Wealth Strategies
A comprehensive overview of your financial landscape to effectively coordinate insurance, investments, and long-term objectives.
SAVING
Plan for your retirement with confidence while benefiting from immediate tax advantages and significant savings. This is a fundamental tool for securing and growing your financial future.
Grow your personal savings without ever paying taxes on your investment gains. This is the perfect tool for your financial goals, offering complete flexibility.
Fast-track your first home purchase with powerful tax benefits. This account combines the tax-deductibility of an RRSP with the tax-free growth of a TFSA, making homeownership more accessible than ever before.
Secure your children’s academic future by leveraging generous government grants. Turn your savings into a powerful springboard for their higher education.
Our advisory services
Client testimonials
“ Simon took the time to understand our family situation and proposed a clear insurance strategy. We finally feel protected. ”
Marie and Julien, young parents
“ Thanks to Simon's guidance, I have a better vision of my investments and my retirement. His explanations are simple and concrete. ”
André, mid-career professional
“ I appreciate Simon's availability and his human approach. He helped me structure my finances without complicated jargon. ”
Sophie, self-employed
Ready to evaluate your finances?
No obligation, just a discussion to better understand your situation. Request a consultation AT NO COST.
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514-213-6288
simon.dagostino@agc.ia.ca
Agence Beaugrand
6505 Route Transcanadienne, bureau 500,
Saint-Laurent (Québec), H4T 1S3
514 353-3230
1 866 353-3230
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The details provided on this website are for informational use only and do not represent professional or personalized financial advice.
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