We hope you and your family are staying PHOCUSED through this global crisis. It is essential for all of us to maintain our morale and take care of ourselves and our loved ones, both physically and mentally. The current situation naturally leads us to reflect on our future.
Today, we want you to know that:
1 – Now more than ever, we are here for you!
Whether it’s regarding your insurance coverage, investments, or any other financial questions, you can reach us in several ways:
2 – To help bring you greater peace of mind during this period of uncertainty, know that we can now assist you in obtaining insurance coverage through a remote, fully electronic process—with no physical meeting and no medical exam required—for substantial protection amounts.
Once this pandemic is over, it is highly likely that insurers will revise their contract terms and premiums. The current context may therefore be an ideal time to reassess your insurance needs.
3 – If you hold shares in labour-sponsored funds (FSTQ or Fondaction), please note that they have not yet adjusted their unit value, meaning your portfolio has not decreased so far. Contact us quickly if:
- You are retired or recently semi-retired
- You are 65 or older
- You’ve lost your job and do not have other liquid investments
We may be able to turn this to your advantage.
Please don’t hesitate to get in touch. It will be our pleasure to listen, support, and assist you with your needs.
Stay safe, and see you soon…
Richard et Steeve