• Skip to primary navigation
  • Skip to main content
  • Skip to footer
Planico – Cabinet de service financiers
  • The Cabinet
  • Blog
  • Financial planning
    • Personal
    • Enterprises
  • Insurance
    • Personal
    • Enterprises
  • Investments
    • Personal
    • Enterprises
  • Champs d’intervention
    • Insurance
    • Investments
    • Retirement
    • Succession
    • Legal Aspects
    • Taxation
  • Group Insurance
  • (514) 316-0134
  • EN
    • FR
CONTACT

Trusted partners 


Thanks to our expertise and our large network of partners, you will find products adapted to your specific needs.

Discover our services

Who are our partners?

At Planico, quality and equality of service is important. We take great care to choose trusted partners to ensure the best possible service for each of our customers. It is for this reason that we only select professional partners who have several years of experience in their fields of expertise.

Who are our partners?

At Planico, quality and equality of service is important. We take great care to choose trusted partners to ensure the best possible service for each of our customers. It is for this reason that we only select professional partners who have several years of experience in their fields of expertise.

Professionals


We choose professional partners to ensure the reliability of the services and strategies we put in place.

Competent


Since your interests are our #1 priority, we  choose trusted partners who have proven themselves for several years.

Transparent


We opt for clear and transparent communication so that you can make informed decisions.

Do you have a project in mind?

Let’s discuss your needs

Contact us

Our partners

A trusted network.

Thanks to our expertise and our large network of partners, you will find products adapted to your specific needs.

Industrial Alliance

iA Financial Group is one of the pinnacle of insurance and wealth management companies in Canada. This gives us access to advantageous products so that you can benefit from a range of strategies adapted to your needs.


Investia

A wholly-owned subsidiary of iA Financial Group, Investia offers a full range of mutual fund and segregated fund products and services to meet your savings and retirement needs.


PPI

Serving the Canadian market of high net worth clients with unique needs and opportunities. The complex needs of these clients require sophisticated planning strategies.


Footer

LEARN MORE ABOUT THE CABINET

Contact us
Our partners
The cabinet
Blog
  • Facebook
  • Instagram
  • LinkedIn
  • TikTok
  • YouTube


Mutual Fund Liability Limitation

Segregated Funds Limitation of Liability

Limitation of liability relating to guaranteed investment certificates

Please send an email to : communications_ventes@investia.ca for additional information regarding disclaimers.

Personal Information Protection

Mutual Funds and/or Exempt Market Products and/or Permitted Exchange Traded Funds are offered through d’Investia Services financiers inc.

Insurance products are offered through PPI Management.


© · Planico - All rights reserved - 2023 · Sitemap

Planico - Cabinet de service financiers
  • Blog
  • Financial planning
    • Personal
    • Enterprises
  • Insurance
    • Personal
    • Enterprises
  • Investments
    • Personal
    • Enterprises
  • Group Insurance
  • Contact