Referral

You'd like to recommend the services ofJean-François Roy

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

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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.