Frédéric Lagacé Email & Phone Number

Montreal, Quebec, Canada

Montreal, Canada Area

A partner of National Bank Insurance, Groupe Lagacé & Associés is a financial service firm that aligns with the financial objectives of entrepreneurs and professionals from all horizons, including over 150 pharmacist owners, as well as those of an affluent clientele. Independent advice and client-centred approach - As a first line advisor or as an insurance expert complementing the expertise of a financial advisor, lawyer, notary, accountant or tax expert, our role is to clarify… Show more A partner of National Bank Insurance, Groupe Lagacé & Associés is a financial service firm that aligns with the financial objectives of entrepreneurs and professionals from all horizons, including over 150 pharmacist owners, as well as those of an affluent clientele. Independent advice and client-centred approach - As a first line advisor or as an insurance expert complementing the expertise of a financial advisor, lawyer, notary, accountant or tax expert, our role is to clarify the financial vision and specific needs of the client.- We analyze the means available to manage risks relating to business activities and shareholding, tax and financial risks, as well as risks in the personal realm: illness, disability, death…- We craft a complete action plan, with scheduled actions and follow-up so we can track progress in meeting goals and adjust the strategy. - We look for strategies and insurance products that can best support the financial plan and make adjustments, on an ongoing basis, as the needs or situation evolve. - We help clients understand the various products and the way in which they work, we answer questions from other specialists that are less knowledgeable about the insurance industry. Gaining a deep understanding of the financial plan adds a layer of protection and helps in getting expected results. Show less

Montreal, Canada Area

I launched my own business over 20 years ago, fascinated by the possibilities insurance offered to create and protect wealth. I’ve spent as many years immersed in the affairs of entrepreneurs and professionals, and of the high net-worth individuals intent on protecting their loved ones and their assets.An overview of our services and products: - Review and update to the shareholder agreement. - Review and recommendations on the current insurance portfolio.- Advice and… Show more I launched my own business over 20 years ago, fascinated by the possibilities insurance offered to create and protect wealth. I’ve spent as many years immersed in the affairs of entrepreneurs and professionals, and of the high net-worth individuals intent on protecting their loved ones and their assets.An overview of our services and products: - Review and update to the shareholder agreement. - Review and recommendations on the current insurance portfolio.- Advice and selection of a suitable solution for: -Insurance: life, disability, critical illness -Group insurance plan -Mutual funds -Credit or banking -Fiscal optimization and leveraging-Proposal and implementation of other specialized solutions. Show less