Protect my income
Illness or injury can cut your pay for months. We look at what would still come in, and for how long.
Learn moreMagog · the Eastern Townships · remotely across Quebec
Finances that hold together
More freedom for everything else
I work with clients in insurance of persons, savings and retirement, to protect what they have built while moving their financial plans forward.
Your first meeting
- 30 to 45 minutes In person in Magog and across the Eastern Townships, or over Teams or by phone anywhere in Quebec.
- No cost, no commitment We start by taking stock of your situation and of what you already have in place.
- A clear picture of where you stand We look together at what is already well structured, what deserves your attention and what options are open to you. The first meeting is about understanding your situation. Nothing has to be decided on the spot.
French or English
Meetings and follow-up in whichever language you are most comfortable with.
A second look at your file
As part of my professional internship, my recommendations are reviewed before they are presented to you.
No cost to you
My meetings and my recommendations cost you nothing. The insurer pays me.
A quick and direct answer
I aim to answer within 24 business hours. When you reach out, you deal with me directly.
Where to start
Your financial priorities
We take stock of your situation and decide together what to tackle first, without making it more complicated than it needs to be.
Protect my family
Mortgage, children's education, cost of living. We put a number on what your death would change, then close the gap.
Learn moreGrow my savings
RRSP, TFSA, FHSA. The right account depends on your income today and the income you expect later.
Learn morePrepare for retirement
How much you need to build up, and how to turn it into income the day the paycheque stops.
Learn moreFund my children's education
The RESP, with government grants no other investment matches at the moment of contribution.
Learn moreProtect my business
Self-employed or shareholder. We look at what happens to your income and your commitments if you have to stop.
Learn moreFor auto and home insurance, I take down the information and have your quote prepared.
The process
How the work unfolds
Step 1
We take stock
We go over your situation, your income, debts, dependants and the coverage already in place. This first meeting is mainly about understanding your reality.
Step 2
I analyse it
I prepare a clear picture of what is already covered, what could become a problem, and what is worth improving.
Step 3
I present the options
I walk you through the possible solutions, the costs and the concrete impacts. Then you decide. Go ahead, adjust, or take time to think it over.
Step 4
We keep it current
A good strategy evolves with life. A change of job, a child, a major purchase or a new financial reality can call for adjustments.
Who I am
Alexandre Tanguay
I am a trainee in insurance of persons in Magog, affiliated with Cabinet Magog.
I work with clients across Quebec remotely, and in person in
the Eastern Townships.
My approach is simple. Understand your situation,
clarify your options, and put in place solutions suited to your
needs and your plans.
My background is technical first. I studied mechanical engineering, worked close to eight years in mechanical design, and I am currently finishing my bachelor's degree in robotics engineering at Université de Sherbrooke. I also founded my own company, an experience that led me to take a serious interest in personal finances.
As a self-employed worker, I understood one thing. Freedom does not come from worrying less about your finances, but from structuring them well enough that you do not have to think about them all the time. That idea is what guides my approach today.
What this is really for
Coverage exists for what comes after
Nobody wakes up thinking about their insurance contract. What people want is one more summer at the lake, children who finish school without debt and a retirement that does not hinge on the next setback. The rest is only the machinery that makes it possible.
Common question
"Will it cost me anything to meet with you?"
No! The needs analysis, the written summary and the recommendations are free and carry no obligation. If you later decide to take out coverage, the insurer pays me, never you directly. And if you don't go ahead, the written summary is still yours to keep.
One hour today, peace of mind afterwards
The form takes two minutes, or ten if you also answer the summary questions. Those eight extra minutes save a whole meeting. The first one is then spent deciding, not introducing ourselves. I reply within one business day with available times.