Private Management

Advice and tools tailored to your profession, that's profitable!

In our uncertain world, avoid unpleasant surprises by protecting your assets for you and your loved ones

You work hard to succeed, don’t let a lack of personal and business financial planning put your wealth and the safety of your loved ones at risk. A highly personalized experience, private management is both a tool that protects… and pays off!

You wish to find out more? Ask us for advice.

Speak with an advisor

Since 1978, Sogemec Assurances has worked in close collaboration with the team of its affiliated company Financière des professionals (also called FDP Gestion Privée), which has developed a variety of wealth management products and services fully adapted to your profession and your stage of life. Targeted on your objectives, its team of specialists provide all the expertise and know-how you are looking for:

  • Advisors
  • Wealth managers
  • Tax experts
  • Notaries
  • Accountants

To learn more, feel free to ask your Sogemec Assurances advisor to connect you to or make contact directly by visiting their website.

 

Did you know that...

Since 1978, Sogemec Assurances has worked in close collaboration with the team of its affiliated company FDP Gestion Privée to offer professionals like you a variety of wealth management products and services fully adapted to each stage of your life.


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Did you know that your Service Corporation is a shareholder of Sogemec Assurances?

"Dear colleagues, our alliance with Sogemec ensures that you have access to an honest, reliable and committed team that will offer you the right insurance solutions for the right reasons."

— Michel Gaudreau, notary
President — Corporation de service des notaires du Québec