Solutions Financières Christiane VanBolhuis Inc.

Languages spoken: English, French, Spanish

Area(s) served: Montreal, Laval, South Shore and All of Quebec

Financial Confidence Starts Here

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A Personalized Approach, Our Priority

Because your reality is unique, a financial plan built in your image is essential. It must also remain dynamic, evolving as your situation changes over time. What motivates us is accompanying you as a partner, helping you build and maintain this made-to-measure plan at every stage of your life.

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, budgeting and investing

Reaching your financial goals starts with a budget and savings plan. Let’s make your money go further.
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What to Expect When Working With Us?

Let's Start With a Conversation


This first step is about getting to know each other. It allows us to become familiar with your goals, your priorities (and what isn't one), and what you have (and haven't!) done when it comes to your financial plan. At this stage, we don't necessarily talk numbers - those come later. What matters most to us here is fully understanding your unique situation.


Time to Get to Work


Once we have a solid understanding of your situation and your goals, it's our turn to build your plan. Every plan is unique and aims for a 360-degree approach, where every facet of a financial plan is addressed: investments, insurance, estate planning, taxation, retirement, budgeting, and more - in short, everything that touches your situation.


Presenting the Plan


Once the plan is ready, we walk through it with you. Together, we explore each facet of your plan. We make sure everything makes sense to you and, above all, that the recommendations are perfectly aligned with your priorities and goals. You may need some time to let the information and strategies presented sink in. We remain available to answer all of your questions. You will feel no pressure to agree or commit to anything. We want you to be comfortable with your decision rather than feel rushed into making one.


Implementing the Strategies and Solutions

When you're comfortable moving forward, we take care of the administrative heavy lifting: account openings, transfer forms, insurance applications, and any other action required. We guide you through every step. Clients are often surprised by how simple this process is.


Ongoing Follow-Ups

Your situation and your needs will inevitably evolve over time. That's why it's important to adjust the plan as needed. You'll be invited to review meetings. In between, we're available if you have questions or want to let us know about a change in your situation. Life moves fast, especially when you run your own business. This is a collaborative journey.

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