Services and products

Services and products - RGP Gestion de patrimoine

Financial freedom starts with having the right insurance to cover your risks

Our insurance solutions provide the coverage you need to deal with financial and health setbacks. Protect the financial security of you, your business and your family with products that truly meet your needs.

Have you thought about the unexpected? We have.

Life insurance

Do you need permanent participating life insurance, or term or universal life insurance? Our advisors will help you choose the product that protects your wealth.

Critical illness insurance

To insure against a critical illness leading to a loss of income, choose coverage that lets you devote all your energies to getting better without putting your financial health at risk.

Disability insurance

What would happen if you could no longer work because of an accident or illness? Disability insurance provides you with money to protect your income, quality of life and savings.

Group Insurance

Give your employees and their families the financial security they deserve by offering them a quality group insurance plan. We have the perfect insurance solutions to provide them with access to various types of medical care.

Prepare for the unexpected​

Savings and Investments

You can count on our expertise to help you invest now to save for the future. We’ll help you determine an investing strategy that fits with your values, goals and risk tolerance.

Learn more about responsible investing

Find your winning combo with these different savings and pension plans:

  • Registered Retirement Savings Plan (RRSP)
  • Tax Free Savings Account (TFSA)
  • Registered Education Savings Plan (RESP)
  • Registered Disability Savings Plan (RDSP)
  • Administration of retirement and pension plans

Investing as an entrepreneur

What are the best investment strategies for your business?

When your company earns a profit, how can you make that money grow? What’s the best way to invest your income?

There are a number of different ways to make sure your business thrives, including investments, acquisitions, and paying dividends to shareholders.

Develop a thriving business

We answer your financial questions

Our role is to help you understand the financial impact of your decisions. We want you to be aware of products that can improve your financial management and make sure you don’t overlook something important. Our priority is maintaining the results you want over the short and long term.

In financial planning, our role is to analyze your objectives, needs and the constraints specific to your position to help you prepare for any eventuality. Our goal is to suggest strategies and recommendations that will achieve a good balance between your quality of life and your financial health.

Did you know that you often need a financial plan before you make any money, or even when you’re just starting out in your career, or your business project is just starting to take shape?

Your financial advisor is a skilled partner who can provide guidance for every aspect of your financial life.

He or she can give you an accurate assessment of the risks you face and help you realize your dreams.

Any person can benefit from our services, no matter what their age, savings or financial goals. Feel free to talk about your projects to one of our advisors right now !

At RGP, we value the excellence of our financial advice. To meet the stringent requirements for distributing financial products and services, our financial security advisors and the financial planners associated with RGP Financial Group are registered with the Autorité des marchés financiers (AMF) and the Institut québécois de planification financière (IQPF).

In addition, our advisors are members of RIA, with Canadian RI Fundamentals – Specialists in Responsible Investment certification since 2020.

Your first meeting with us is free and involves no commitment on your part. If you decide to apply our solutions, we receive commissions from the financial institutions and investment firms with whom we have distribution agreements.

Note that some of our products, such as financial planning mandates, allow for direct remuneration in the form of fees.

For more information about our management fees, please contact us. We will always be transparent about how we are paid.

To provide you with professional financial and ongoing services, we require some information from you. We need you to share with us the following important information:

  • Let us know when something in your situation changes (buying a property, a new transaction, new job, special projects, acquisition, financing, etc.);
  • Tell us what’s on your mind.

Make yourself available to speak with us during scheduled follow-ups.

In order to review your complaint, we need the following information when you contact us at

  • Your name
  • Your contact information and account number
  • A description of the circumstances and reasons for your complaint, including the date the events occurred
  • Any documents that could help us clarify the situation

Within five business days of receiving your complaint we will mail you an acknowledgement and provide you with the name and contact information of the person in charge of reviewing your case. We will ask you to contact that person directly if you have any questions about the status of your complaint.

Rest assured that we will handle your complaint fairly and promptly. No later than 90 days after our review begins, we will send you a letter outlining the conclusions of the review and the options available to you if you are not satisfied with the result.

We have distribution agreements with several financial institutions, investment firms and Canadian insurers.

However, some of these financial institutions and investment firms have rules to protect their brand and do not allow us to use their logo or name for promotional purposes.

Our mutual fund representatives are associated with SFL Investments*.

*Mutual funds are distributed through SFL Investments, financial services firm (725 LEBOURGNEUF BLVD, SUITE 420, QUEBEC CITY, QC, G2J 0C4). SFL Investments is a business name of Desjardins Financial Security Inc., a financial services firm.

RGP has set up several ways to reduce environmental footprints through practices based on responsible investments and switching to e-statements.

For more information, please see the Sustainable Development page.

* Mutual funds are distributed through SFL Investments, financial services firm (725 LEBOURGNEUF BLVD, SUITE 420, QUEBEC CITY, QC, G2J 0C4). SFL Investments is a business name of Desjardins Financial Security Inc., a financial services firm.