Website Call now
Website
Call

About Us

At Al Poulin & Associates Financial Services, we've been guiding individuals and businesses towards financial security since 1976. We believe in building lasting relationships and providing personalized solutions to meet your unique financial goals.

Our team of experienced financial advisors will work with you to create a customized plan that aligns with your individual needs, whether you're planning for retirement, ensuring your family's financial security, or navigating complex financial situations.

Our Services

We offer a comprehensive range of services to address all aspects of your financial wellbeing:

Insurance Solutions

  • Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Health & Dental Insurance

Retirement & Investment Planning

  • RRSPs and RESPs
  • Segregated Fund Policies
  • Lifetime Income Benefit
  • Group Benefits & Retirement Savings Plans

Financial Planning & Solutions

  • Group Retirement & Savings Planning
  • Manulife Bank GIC Rates
  • Financial Calculators & Resources

Our Expertise

Our team boasts over 45 years of experience in the financial services industry, encompassing:

  • Retirement planning & investments
  • Risk management & insurance
  • Financial planning for businesses & individuals
  • Estate planning & wealth management

Our Approach

We believe in a collaborative approach to financial planning, involving you every step of the way. We'll take the time to understand your unique needs, goals, and circumstances to tailor a plan that works for you. We'll provide clear explanations, answer your questions, and keep you updated on your progress every step of the way.

Contact Us

To schedule a consultation and discuss your financial planning needs, feel free to contact us today. We look forward to guiding you on your journey towards financial security and peace of mind.

Reviews
Review Al Poulin & Associates Financial

Be the first to review Al Poulin & Associates Financial.

Write a Review