Entrepreneurial Strategies

In addition to the daily stress of activities and personal management, there is also financial and tax stress. Our expertise and understanding of the entrepreneurial reality put us in a position to develop multiple strategies so that you have financial control and can focus more on your daily activities.

Our solutions include:

  • Protection of your debts and credit lines
  • Protection of key individuals in your company
  • Drafting and protection of shareholder agreements
  • Protection of your income as a business owner in case of disability or serious illness
  • Survival protection of your business and payment of fixed charges in case of disability
  • Corporate investment accounts
  • High-yield corporate cash accounts
  • Retirement plans for employees
  • Investment strategies for management companies
  • Payment of tax bills in case of death
  • Guidance for tax structures: Trusts and management companies
  • Assistance for business succession

Working with us provides you with peace of mind! With our expertise, we have successfully helped hundreds of entrepreneurs, and we will continue to do so.


  • Critical illness insurance for professionals: Cancer program, 4 illnesses program, 25 illnesses program, Shared ownership critical illness for entrepreneurs
  • Life insurance: Term, Whole Life, Universal Life, Participating Life, No medical life insurance, Specialized life insurance
  • Disability insurance: Salary insurance, Credit insurance, Accident insurance, Muscle or ligament injury insurance, Overhead expense insurance for entrepreneurs
  • Shareholder agreement insurance
  • Estate insurance
  • Line of credit insurance
  • Commercial loan insurance
  • Key person insurance
  • Owner disability insurance
  • Auto insurance
  • Home insurance
  • Travel insurance


  • Corporate investment account
  • Investment account for management company
  • Emergency fund
  • High-yield corporate cash account
  • RRSP loan, Investment loan
  • Non-registered account
  • High-interest account
  • Guaranteed interest funds
  • Daily interest funds
  • Retirement plan for employees

Other services

  • Assistance for drafting a shareholder agreement
  • Succession planning and business transfer assistance

Insurance and investment products are offered through Industrial Alliance, Insurance and Financial Services Inc.