Avantis Financial Solutions Inc.
Languages spoken: English, French, Italian, Spanish
Area served: Quebec & Ontario
Our commitment, at Avantis, is to offer a remarkable service experience, delivered by a full-service team of experienced professionals. With customized investment and insurance solutions designed to help maximize your money, we can help you achieve lifetime financial security. We’ll work together to identify opportunities and help you make informed choices for building and protecting your savings based on your goals and plans for the future. Together we’ll work towards helping you live a brighter, more financially secure and healthier life.
Whether you’re starting a new venture, looking for ways to grow your business, build your savings, protect your family or live a healthier life, We can help provide holistic strategies to meet your needs. We'll help you protect yourself, your partners, employees and your family by:
- Discovering the right mix of insurance and investment strategies that meet your goals
- Identifying risk management solutions and tax strategies, so you can run your business with peace of mind, knowing it is more secure
- Understanding your needs of today, while building for the future and planning for succession.
- Providing investment strategies designed to help maximize your money
- Converting your lifetime savings into retirement income when you’re ready
Whether it's through life insurance, health insurance or an investment strategy, We’ll help you build lifetime financial security.
Products and services
Business owners
Saving, budgeting and investing
Tools and calculators
Retirement savings calculator
What you get: An assessment of whether you’re saving enough to retire when and how you want.
Life insurance calculator
What you get: An estimate of the amount of coverage you need to protect those who depend on you
Budget calculator
What you get: An understanding of your income and expenses and a budget you can return to and update as your needs change.