Referral

You'd like to recommend the services ofCharles-Alexandre Poitras

What a great show of confidence to receive a recommendation from you!

First name

Last name

Type of product

Analyze and optimize my financial situation

Plan a comfortable retirement

Analyze and optimize my investments so they grow (RRSP, TFSA)

Save for a pet project

Protect my loved ones by insuring my mortgage

Get protection in the event of a disability or critical illness

Plan a tax-savings strategy

Get life insurance to protect my loved ones from death-related costs

Other

How to contact this person?

Phone

Both

Phone

000 000-0000

Best time to contact them

Moment

Morning

Afternoon

Evening

No preference

First name

Last name

Your relationship with the person to be contacted

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Individual insurance of persons is underwritten by Beneva Inc. and distributed by Beneva Inc., Financial services firm and its authorized partners.

Savings products are created by Beneva Inc. and distributed by Beneva Inc., Financial services firm and its authorized partners.