Philip Goyer

Financial services, insurance and investments

Every financial decision is crucial to your future; whether you are an individual looking to secure your assets or a business wishing to optimize your resources, I am here to support you every step of the way.

Offered services

Personalized financial advice : I offer solutions tailored to your needs to help you achieve your financial goals, whether for retirement, your children’s education or any other life project.

Insurance : Protect what matters most to you with my comprehensive insurance options. I offer life, health, disability insurance and more, to ensure peace of mind for you and your loved ones.

Investments : Make your capital grow with my investment strategies; I analyze the market and select the best opportunities to maximize your returns while minimizing risks.

Corporate Services : For businesses, I offer a full range of financial services, including cash management, employee retirement plans and group insurance. I help businesses thrive by optimizing their financial resources and protecting them against unforeseen events.

Corporate

Insurance between partners, Purchase in the event of disability, Group insurance, Key person life insurance, Loan insurance, group RRSP - VRSP

For businesses, I offer a full range of financial services designed to optimize your resources and protect your interests. Whether for cash management, retirement plans for your employees or group insurance, I am here to provide you with tailor-made solutions that meet the specific needs of your business. My goal is to help you thrive by providing quality financial expertise and ongoing support.

Investments

Segregated funds, Guaranteed investments (GIC), Life annuity, RRSP - TFSA - RESP, LIRA - RRIF, LIF

Make your capital grow with my tailor-made investment strategies. As a financial advisor, I analyze the market in depth to select the best opportunities and maximize your returns while minimizing risks. Whether you want to prepare for your retirement, finance your children’s education or simply grow your wealth, I am here to guide you every step of the way. Together, we will build an investment portfolio that reflects your goals and risk tolerance.

Types of insurance

Life insurance, Critical illness insurance, Salary insurance, Credit insurance - Mortgage loan, Travel insurance, Long-term care insurance

Protect what matters most to you with my comprehensive insurance solutions. I offer a varied range of insurance, including life, health and disability insurance, to guarantee your peace of mind and that of your loved ones. My goal is to offer you tailor-made options that meet your specific needs, ensuring optimal coverage to deal with any unforeseen events.

Various Services

Media service - video marketing, Business coach, Conferences

I offer a variety of services to meet your professional and personal needs:

Media service – Marketing video : Boost your visibility and attract more customers thanks to effective and personalized video marketing strategies. I help you create impactful content that highlights your business and products.

Business Coach : As a business coach, I support you in developing your business, providing you with practical advice and proven strategies to achieve your goals and maximize your potential.

Conferences : I host inspiring and informative conferences on various topics related to business and personal development. Whether to motivate your teams or to share valuable knowledge, my conferences are designed to captivate and engage your audience.