Insurance & Investment Broker FYON Financial

Insurance & Investment Broker FYON Financial Welcome,
On this page, you will find tips and ways to organize yourself financially. I will be available for all questions you may have. Enjoy! :)

Here are the services that we offer:

-Life Insurance
-Critical Insurance
-Mortgage Insurance
-Health Insurance
-Dental Insurance
-Travel Insurance
-Retirement Savings Plan (RRSP)
-Education Savings Plan (RESP)
-Tax-Free Savings Account (TFSA)
-Wealth Management
-Estate Planning
-Planned donations
-Tax Planning
-Growth Strategies

Voici les services que nous offrons:

-Assurance Vie
-Assurance Mal

adies Graves
-Assurance Hypothecaire
-Assurance Sante
-Assurance Dentaire
-Assurance Voyage
-Epargne Retraite (REER)
-Epargne Etudes (REEE)
-Compte Epargne Libre d'Impôt (CELI)
-Gestion Patrimoine
-Planification Successorale
-Dons Planifiés
-Planification Fiscale
-Stratégies de Croissance

03/19/2021

Let's talk TAXES with Alicia Barchechat!
Today's conversation was AMAZING and super insightful!
We are learning with you and have some homework to do on our end!
Alicia covers the most asked COVID-19 tax-related questions that you may have been wondering as well!
- COVID-19 Benefits pay back?
- How to deduct Home Expenses!
- How is the credit applied?
- Different forms from government and employer explained*
Get your pens and notepads out for those little details that may save you a few hundred (or thousand) dollars!
If you have more questions,we'll be sitting down with her again to really give YOU the information you want and need so please PM us ANYTHING that you're not sure about!
To reducing your tax bill and stress,
Alex & Steph 🙂

04/27/2020

FYON Financial
For all your Insurance & Investment needs
Services offered:
-Life Insurance
-Critical Illness & Disability Insurance
-Mortgage Insurance
-Health Insurance
-Dental Insurance
-Travel Insurance
-Retirement Savings Plan (RRSP)
-Education Savings Plan (RESP)
-Tax-Free Savings Account (TFSA)
-Wealth Management
-Estate Planning
-Planned donations
-Tax Planning
-Growth Strategie
📱514.679.3966

RRSP, TFSA OR BOTH?
04/20/2020

RRSP, TFSA OR BOTH?

It’s common sense to protect your family in the event of the inevitable.
04/13/2020

It’s common sense to protect your family in the event of the inevitable.

Invest a little amount NOW to protect your family later. It's worth it.
04/06/2020

Invest a little amount NOW to protect your family later. It's worth it.

Get it now while you are young & healthy.Make sure you protect the ones you love by choosing the life insurance policy t...
03/30/2020

Get it now while you are young & healthy.
Make sure you protect the ones you love by choosing the life insurance policy that best suits you and your family's needs.
Already have a policy? Not sure what you have and what the conditions are? Allow me to go over it with you and adapt it if necessary while you still ca

Better be safe than sorry! Critical illness and disability insurance are important for many reasons.In case of illness o...
03/23/2020

Better be safe than sorry! Critical illness and disability insurance are important for many reasons.
In case of illness or disability, make sure you to cover your financial obligations in order maintain your standard of living.
It will allow you to take the time you need to get back on your feet or to adapt to your new situation.
This insurance is key, specially for the self-employed, small business owners and employees without a group insurance plan.

Life insurance is chosen based on the needs and goals of the owner. Term life insurance generally provides protection fo...
03/16/2020

Life insurance is chosen based on the needs and goals of the owner. Term life insurance generally provides protection for a set period of time, while permanent insurance, such as whole and universal life, provides lifetime coverage.
It's important to note that death benefits from all types of life insurance are generally income tax-free.
There are many varieties of life insurance.
Let me help you chose which term is suitable for your needs.

IF YOU HAVE A MORTGAGE, YOU WILL WANT TO READ THIS!!Mortgage Life Insurance is a life insurance plan that is designed to...
03/09/2020

IF YOU HAVE A MORTGAGE, YOU WILL WANT TO READ THIS!!
Mortgage Life Insurance is a life insurance plan that is designed to cover the balance of your mortgage should you pass away. It is a term insurance product where the term of the policy matches the time it would take to pay off the mortgage. The policy remains in force even if you sell the property or change mortgage providers.
How does it compare to plans from your lender?
Mortgage insurance is typically provided by your mortgage lender with the purpose of protecting the lending institution. Our plans are designed to protect those you care about most and not your bank.
Benefits of our policies:
Our plans are guaranteed to be more affordable than your lender
You are the owner of the policy and not your lender
Your coverage does not decrease in line with a mortgage as it does with your lender
You are free to select who gets the benefit for your policy, as opposed to your lender automatically being the beneficiary.
Your family can choose to cover the mortgage as well as use the benefit for any other needs.
To get more information or to get a no obligation quote please contact me.

Make a winning choice for your child’s future and contact me today to open a Registered Education Savings Plan
03/05/2020

Make a winning choice for your child’s future and contact me today to open a Registered Education Savings Plan

03/04/2020

And that's a wrap!
What an exciting RRSP season!
Thank you to all my loyal customers for trusting me throughout this journey.

Address

7655 BoUlica Newman Suite 207
La Salle, QC
H8N1X7

Telephone

+15146793966

Website

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