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    Making Your Future a Success

    Making Your Future a SuccessMaking Your Future a SuccessMaking Your Future a Success

    Plan for tomorrow today!

    Book

    Making Your Future a Success

    Making Your Future a SuccessMaking Your Future a SuccessMaking Your Future a Success

    Plan for tomorrow today!

    Book

    About me

    "Late Retirement Planning Made Easy."

    My name is Jacques Bernier and I'm a Financial Professional and Insurance Agent. I work with individuals and families from diverse backgrounds, offering personalized solutions and making retirement planning accessible. I can show you how anyone can achieve financial freedom with simple, updated real world strategies. Even if you’re behind on savings!

    HOW I CAN HELP YOU

    I work with many of the largest and most respected companies. To make sure every that family understands how money works. I make this as easy and stress free by helping you find the best options for your needs. This includes:

    • Retirement and estate planning.
    • Debt payment and tax saving strategies.
    • Intergenerational wealth transfer.
    • Guidance setting financial priorities.
    • Investment options.
    • Life insurance, critical illness insurance, and disability insurance.

    Our Partners

    Why work with a financial advisor?

    Stress less and sleep better at night.

    Stress less and sleep better at night.

    Stress less and sleep better at night.

    Canadians who work with a financial advisor are 33% less stressed about money, and 23% less likely to have lost sleep about financial worries.


    Sources:  

    Gonzales, F. (2024, May 24). 44% of Canadians tackle financial stress with professional help. Benefits and Pensions Monitor. 

    And 

    FP Canada. (n.d.). Default. https://www.fpcanada.ca/planners/2024-financial-stress-index

    Increase in savings.

    Stress less and sleep better at night.

    Stress less and sleep better at night.

    Overall, families from all backgrounds who work with a financial advisor made the best financial decisions, better investments, less debt and emergency savings. 


    Source:  

    Value of Advice | IFIC.ca. (n.d.). https://www.ific.ca/en/policy_topics/value-of-advice/

    Better prepared for retirement.

    Stress less and sleep better at night.

    Better prepared for retirement.

    Families working with a financial advisor saw retirement savings grow by 55-60%, and average households who had an advisor for 15+ years increased savings by 2.3x compared to those without one. 


    Source: Research Reports | IFIC.ca. (n.d.). https://www.ific.ca/en/research-reports/

    And

    CIRANO /Summary / More on the value of financial advisors - CIRANO. (n.d.). https://cirano.qc.ca/en/summaries/2020RP-04

    FAQ

    Get Started Today

    Worried About Your Retirement? Get a Custom Plan Tailored to You – Book Your Session Now! 

    Ottawa Office

    57 Auriga Drive, Nepean, Ontario K2E 8B2, Canada

    613-709-0911

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