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Why do business with Planico for your finances?

One of the reasons why you should do business with our company is that in addition to taking care of your personal financial planning, our team can also ensure the bread-making of your clients. Thereby increasing the relationship and the close relationship you will have with them, our financial services firm guarantees to be attentive to the real needs of your customers.

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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.

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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.


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