Our Services
SERVICES
Montreal | Toronto | Vancouver
Empower Your Financial Future
Wellness Benefits
Group Insurance
Group Retirement Services
Why group benefits are important?
BENEFITS
Attract new talents & keep them satisified
Promote a healthy workspace for everyone
Support your employees in their financial journey
Tax deductible for your company
We work in French, English & Mandarin
We are 100% digital
We value financial literacy for all
Support your employees in their financial journey
We have experience in advising diverse communities eg. newcomers to Canada, LGBTQ2 & business owners
Our 5-step process
PROCESS
Present our team & services
Define your situation, needs & budget
Draft plan designs & discuss specifics
01
Introductory
Talk
Company details
Employees information
02
Information Gathering
We request quotes from different insurers or group retirement service providers
(Sun Life, Manulife, Canada Life, Desjardins, Blue Cross, etc. depending on the situation)
03
Quotes across Providers
Comparing the quotes
Choosing the provider
Revising the plan & options if necessary
04
Presentation of
Quotes
We assist you in the enrolment process until everything is properly set up
05
Enrolment & Setup
Why partner with our team?
VALUES
We work in French, English & Mandarin
Our team is 100% digital
We value financial literacy for all
We have experience in advising diverse communities eg. newcomers to Canada, LGBTQ2 & business owners
Request an introduction meeting
1001 Dorchester Square, Suite 600
Montreal, Quebec
H3H 2H9
by appointment only
Unison
Financial Solutions
Why partner with our team?
VALUE
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Verb/Adj
Use this space to promote the business, its products or its services.
Multilingual
Use this space to promote the business, its products or its services.
Digital
Use this space to promote the business, its products or its services.
Acceptance
Has a group benefits plan
in place?
QUESTION
If you have been with your current provider for more than 2 years, we will retrieve the information we need from that insurer and continue with the quote process to be able to compare with other insurance companies.
Mandate our team
Allow us to «shop» for you
If you are satisfied with your group benefits but not with the service you get from your advisor, work with us instead!
No need to change the product, all it takes is a signed letter of advisory firm change.