Etiq Financial Services is a multidisciplinary firm specializing in finance and personal insurance. MICA is our general agent, holding distribution agreements with 17 insurers, 4 banks, and over 40 fund companies. MICA has been recognized as the top general agent in Quebec 17 consecutive times by Finance Investissement! (link to article: https://www.micasf.com/articles/top-des-leaders-de-lindustrie-financiere-2023)

There are no fees for meeting with a financial security advisor or financial planner at etiQ. In the initial meeting, we’ll assess your goals and needs, whether you’re planning for retirement, preparing for a major purchase, managing savings, or ensuring financial security for your heirs. After this, we’ll propose a financial plan or insurance tailored to your expectations.

Our financial security advisors and financial planners are compensated through a portion of the management fees collected by fund companies. When it comes to selling personal insurance, advisors receive a commission. We ensure to offer the best plan at a competitive price, with access to 17 Quebec and Canadian insurance companies.

Absolutely, all our financial security advisors, financial planners, and personal insurance advisors hold regulatory licenses from the FMA.

Through our website (www.etiq.ca) access the advisors’ calendar and select a service that meets your needs. You can also call us at (438) 928-8927 to schedule a meeting.