History

Yves Paradis has been a Financial security advisor since 1992..

As an independent advisor, I work with expert associates in the financial field, seeking out the knowledgeable professionals that can offer high quality value added services to clients.

I hold a Bachelor of Commerce and a Masters of Business Administration, and was  in corporate banking for some 12 years  doing  asset-based lending and capital financing.

A team approach is the modern day solution, because by utilizing specialists from different disciplines we can serve the needs of every client on a case by case basis.  

Ethics

Yves Paradis, does not favour any one product over another. Each client is assessed individually and the most suitable products are then suggested accordingly. Our objective is to avoid conflict of interests caused by monetary gain.

Our goal is also to obtain the best possible offer and will often  do pre-application inquiries . Later we may  seek  offers from more than one insurance company.

Through the course of your working life until retirement, acquiring a substantial amount of insurance is important in order to protect your loved ones and/or your business.

Even before the time of retirement, estate tax planning is beneficial to help reduce your capital gains taxes,  thus greatly reducing estate taxes at death or when you sell those  taxable assets.  

While many brokers may offer solutions without estate planning , we go one step further to ensure that you have the best alternative.