Rolland Mailhot
Job title: Financial security advisor
Languages spoken: English, French
Area served: Montréal - West Island - Vaudreuil Soulanges - Laval - South Shore
We make it simple
I believe creating a financial roadmap should feel simple, supportive and personal. I help families and business owners protect what matters most while building long-term wealth through retirement planning, wealth management and investment management strategies.
From life insurance, health insurance and risk management solutions to tax planning, estate planning and asset allocation, I create financial roadmaps that fit your life today and grow with you tomorrow. Think of it as both a safety net and a springboard: personal finance protection for your loved ones, plus opportunities to reach your bigger goals with sustainable investing.
You don’t have to figure it all out alone. I’ll guide you step by step, explain every option in plain language and make sure your plan reflects your values and your vision for the future.
With the right mix of advice, protection and growth strategies, you’ll have peace of mind knowing you’re covered—and confidence knowing you’re moving closer to the life you want to live.
Products and services
Life insurance products
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.