PLATINUM SERVICES FINANCIERS INC

Kevin Dupuis, financial security advisor, Platinum Services Financiers inc., personal insurance firm, distributor authorized by Sun Life of Canada, life assurance company and partner firm of Sun Life Financial Distribution (Canada) inc., firm financial services
*Group savings representative, Sun Life Financial Investments (Canada) Inc., mutual fund brokerage firm
 
Thanks to his studies in accounting, business administration and financial planning as well as his experience since 2006 in the field of financial services, Kevin has acquired the knowledge allowing him to properly advise people in the business and real estate sectors.
 
As a property owner, you have a complex financial and tax situation. Taxes and estate cash flow are an important issue in the transmission of your inheritance. Holding companies and trusts are frequently part of your structure. It is therefore important to work with an advisor who will understand and optimize your situation by collaborating with your professionals.
 
Kevin will quickly understand your situation, however complex it may be, and he will be able to propose solutions optimized for your personal and business needs.
 
He will be able to advise you and meet your specific needs. Learn more about his journey and discover ideas and tools by consulting his website.

 

Products and services

• Insurance financing concept
• Life insurance, critical illness insurance and disability insurance
• Planning for building owners and business people
• Investments (mutual funds, segregated fund products, annuities)
• Protected investment strategy for company or individual
• Succession planning and estate planning (death tax)
• Condominium Strategy for Critical Illness Insurance
• Retirement strategy for business or individual
• Asset transfer strategy for business or individual