B & K Stratégies Financières Inc.

Helping you reach your health and wealth goals.

Let’s work together towards your financial goals while protecting what matters most to you.

B & K Stratégies Financières Inc.

Languages spoken: English, French

Area(s) served: Greater Montreal, QC

Trustworthy advice you can count on

Your financial strategy should be as unique as you are. Whether you’re just starting out, about to enter retirement, or somewhere in between, a strong financial roadmap can help you reach your short and long-term goals. Let’s work together to protect what matters most to you and help you secure your future. Reach out to get started. Let’s get you there.

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Let's get together

Ready to talk? Here are a couple of questions to think about before we meet:

What are your goals? Think about what you want to achieve now and in the future.
What are your current investments and insurance policies?

During our first meeting, we’ll look carefully at your specific needs and help you develop a personalized approach. We’ll help you prepare for risks along the way and take advantage of new opportunities.

Products and services

Browse through the product and services offerings below to learn more. Every financial and protection strategy is different. When we meet, we’ll discuss what might be right for your unique situation. Reach out if you have any questions or are ready to get started.

Health insurance products

Health insurance gives you financial coverage to help pay for health-care needs. This insurance goes above and beyond Canadian health-care coverage.

Life insurance products

Life insurance allows you to protect the people you love by providing your beneficiaries a tax-free cash payment when you die.

Saving and budgeting

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.

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Stay informed

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Pour que votre argent traverse le temps, vous avez besoin d’un plan bien ficelé. Faites fructifier vos avoirs et préservez-les de l’impôt, de l’inflation et d’éventuels problèmes de succession. Contactez mon bureau si vous souhaitez en discuter.

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Femmes et finances : 7 façons d’améliorer votre situation

En cette Journée internationale des femmes, on embrasse le féminisme financier pour #briserleplafonddeverre. Voyez comment ici.

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REER: les 5 erreurs les plus courantes et comment les éviter | Sun Life Canada

Prêts pour la saison des REER? Voici quelques conseils d'expert pour savoir quoi ne pas faire avec vos REER.

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Office information

Terrebonne, QC

Phone:

(450) 492-1795

Email:

bk.strategies@sunlife.com

Address:

1436, boulevard Grande Allée,, Terrebonne, QC, J6W 6B7 Canada

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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.