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Our Services

We have access to a wide range of insurance, investment and retirement income products to help you achieve your individual and business goals.  

Financial products and services should meet specific needs as part of your financial security plan, whether to finance your child's education, build a successful business or retire comfortably.

Mario Galipeau-Senior financial advisor casselman

For Individuals

​Our process starts with a comprehensive review into your personal circumstances. We take the time to understand your family dynamics, interests, and personal goals.

Using this insight, we craft a tailored financial plan specifically for you, all while delivering exceptional service.​

Services For Individuals

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INVESTMENTS

Whether you're saving for your child's education, planning a vacation, building an nest-egg or managing your finances during retirement, we can help you create an investment portfolio tailored to your needs.

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ESTATE PLANNING

Comprehensive tax and estate planning can provide you with peace of mind, ensuring your family, assets, and legacy continue to thrive long after you’re gone.

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INSURANCE

In addition to helping you build and manage your investments, we can help you choose insurance products to minimize the financial risks to you and your family.

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RETIREMENT PLANNING

Retirement planning is essential for financial security and peace of mind in your later years. It helps you create a roadmap for your goals, manage healthcare needs, and prepare for unexpected expenses. 

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You've worked hard to build your business; we want to help you protect it. Whether you're starting a new business or maintaining a successful one, we can help you address your needs.
 

  • Life insurance

  • Disability insurance​

  • ​Critical illness insurance

  • Investment products

For Businesses

Protect Your Employees

Your business or organization is unique, and so are your employees. Whether you have three or 35 employees, we have access to comprehensive group benefits plans to help you retain your valuable staff:

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  • Benefit plans for small businesses

  • Health and dental-care benefits 

  • Wellness and disability benefits

  • Life and accidental death and dismemberment benefits

  • International benefits plans

  • Online services

business and Organization protection

Let's make your next step simple

Choose the option that fits you.

BOOK A CALL

Schedule a 15-minute conversation

SEND A QUESTION

Email us your questions anytime.

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Member of Advocis

QUADRUS investement product
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Insurance products, including segregated fund policies, are offered through Clearview Wealth Management Inc, and Investment Representatives Mario Galipeau and Marc Mainville offers mutual funds and referral arrangements through Quadrus Investment Services Ltd.

Important information about mutual funds is found in the Fund Facts document. Please read this carefully before investing. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Unit values and investment returns will fluctuate.

Quadrus, Quadrus Investment Services Ltd. and the Quadrus design are trademarks of Quadrus Investment Services Ltd. and are used with permission.For the Quadrus privacy policy, click here

While this site is hosted on an address that references Canada Life this website is for an independent advisor or firm who has a contract with Canada Life. This advisor or firm is not attached to the Canada Life firm in Quebec.

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