General Information

    Please make sure you have a professional photo before filing this form



    Site color selection

    Use the color that is in my logo.Select the desired color.

    Select the desired color by clicking on the colored box below.

    Or manually enter the hexadecimal color code if you know it.

    Instructions for your photo

    • In order to get better results, your photo must show you from your hips to your head.

    • In order to get better results, your photo and logo have to be minimum 1 Mo and be over 1000px by 1000px

    • If you are a cabinet, provide us with a team photo (s)

    Example of descriptive text

    Click here to view the example.


    Professional Information

    Do you have a professional website already? ?

    If you answered yes :

    Would you like to replace your current site with the new and improved Smart website ?

    The Smart optimized site may or may not replace your current website. To replace it, we will need to use the domain name of your current site.

    If you answered no :
    Your domain name (URL for your future website)

    Example :
    We recommend that you choose a “.com” URL
    Take note that if your domain name is not available we will contact you.


    Territory Served*

    Press the CTRL to select more than one area

    Curriculum Vitae

    *These pieces of information will be useful to create your signatures in the newsletter, on the website, and on your LinkedIn profile if you have chosen a package that includes any of these services.

    Your advisor titles

    Current Professional Status*

    Client Base

    Download Excel Template

    Please fill out the Excel file with your list of clients and attach it in the designated field below. Alternatively, you can complete this step later by accessing the "Client Update" tab.

    Your name

    Your advisor since 2008

    Finding you bearings in the ever-changing world of finance and insurance products can be overwhelming. Having a complete and beneficial solution for all of your assets can be quite a puzzle. That is why I am offering you my services: I would like to review your situation and present a tailored analysis of your portfolio.

    With my advice, you will benefit from a successful management of your investments and achieve optimal asset allocation. In addition, we can also review your various insurance plans to ensure that you have the best solutions. All this while guiding you effectively through the various products available to you.

    But there’s more, as we build a trusting relationship I can also put forward a financial plan tailored to secure your future. I guarantee you that by working together I can present a plan that’s adapted to your needs as well as your economic realities. Let’s start now! Seek my expertise to build your financial future and benefit from my insurance and investing knowledge.

    Votre nom 

    Votre conseiller depuis 2008

    S’orienter dans le monde en constante évolution de la finance et des produits d’assurance peut être un véritable casse-tête. Trouver une solution complète et avantageuse pour l’ensemble de vos avoirs devient également bien complexe. C’est pourquoi je vous propose mes services afin de procéder à une analyse personnalisée de votre portefeuille.

    Grâce à mes conseils, vous bénéficierez de placements optimaux et d’une gestion fructueuse de vos investissements. De plus, nous nous assurerons ensemble de vous guider vers les meilleures solutions d’assurance. Tout cela en vous orientant efficacement à travers la vaste gamme de produits qui s’offre à vous.

    Je vous propose également une planification judicieuse de votre avenir financier en vous assurant d’abord une relation de confiance. Il me fera plaisir de vous garantir une écoute adaptée de vos besoins et de votre réalité économique. Faites appel à mon expertise en matière d’assurance et d’investissement dès maintenant. Un avenir financier qui vous avantage, ça se planifie!

    Have you checked our Frequently Asked Questions section?


    Avez-vous consulté notre section “Questions Fréquentes” ?


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