Insurance and Wealth Preservation Expertise
Trust our financial security advisors to address your concerns.
You can count on our multidisciplinary team to provide you with personalized service that takes into account your needs, your family’s needs and your company’s needs in terms of financial security and wealth protection.
Our firm is entirely independent, which means we have complete latitude when it comes to proposing solutions and strategies.
Whether you’re nearing the end of your university studies or already enjoying your retirement, we’ll be with you every step of the way, helping you to anticipate your next steps. Together, we’ll work to help you realize your dreams and reach your goals.
Eric Harvey
Eric has many years of experience in individual and group insurance. He knows the best financial and tax strategies to help his clients protect their income, reduce their tax bill, and maximize the value of their assets.
Eric wants to help you make decisions that will lead to greater financial security and prosperity.
To schedule a call or Zoom meeting with Eric at your convenience, click on the button below.
Meet Eric at your convenience
Choose the duration of your Zoom call or meeting by clicking on one of the buttons below.
If it’s your first meeting, 15 minutes is usually enough.
Mehdi Perrault
Mehdi, a graduate in management from Concordia University, joined the Sécurvie Financial Group in 2021 as a partner and general manager, after accumulating significant professional experience at the National Bank and Financière Banque Nationale.
With an approach focused on collaboration, trust, and integrity, Mehdi plays a central role in strengthening relationships with clients, partners, and team members.
With Mehdi at the helm of Groupe financier Sécurvie, you can rest assured that you will benefit from quality guidance, tailor-made solutions, and a dedicated team committed to protecting and managing your wealth.
Our tailor-made offers and services will help you plan your future with care!
Our experienced team is here to guide you towards the right strategies to ensure the best protection for your family, your business, and your assets.
An experienced team
Our team is made up of professionals who have been working in the financial and insurance industries for many years. Our team members have all been hand-picked and are among the best in the industry.
Adapted products and services
We offer a range of products and services that we can tailor to meet your wealth protection needs, whether for you, your family, your business, or your employees.
Outstanding service
We are proud of the service we offer our customers. Every member of our team is committed to the success of your projects and the achievement of your objectives. Meeting your needs and expectations is how we measure our success.
Protection solutions tailored to your needs
We offer insurance products and financial services covering a wide range of solutions to meet the needs of our affluent and business owner customers. Whether you’re looking to protect your family and your assets or offer the best in employee benefits or tax strategies, we have the right product and service for you.
Our services and products include, among others:
- Life and health insurance
- Loan insurance, purchase and sale agreement financing
- Key person protection
- Asset protection for the surviving spouse
- Group insurance
- Collective savings
- Tax strategies
Here, in the words of our customers, is a testimonial to their satisfaction.
« I like the personalized service that is offered and the ability to quickly speak to a human VS a call center. This is the main reason why I do business with a broker. »
« Mr. Harvey was recommended to me by a bank and he has been my advisor for over 20 years.
The services are personalized. I rarely get a voice mail and if I do, they return my call quickly. The reports are accurate and I can meet someone in person when needed. I would recommend their services because they have a trustworthy team. »
« Eric and his team are competent, available and honest in their advice and recommendations. Our family is very satisfied with their services! »
« Simple, fast, efficient … that’s how we like it! »
«Very good service nothing to say good savings »
« The insurance market is complex. There’s a risk of getting lost and being exploited by insurers due to our lack of knowledge. Fortunately, Sécurvie holds extensive expertise in personal insurance. They explain everything for informed decisions, prioritizing clients’ needs over commissions. After years of comparisons, I confirm the relevance of my choices with Sécurvie for my insurance needs. »
« Eric, my advisor for 20 years, initially earned my trust with personal insurance. His professionalism, respect for my needs without pushing other products, and prudent management have shaped our relationship. Within 3 years, I moved my entire portfolio to him. He skillfully adjusted our risk profiles as our lives evolved, successfully guiding our finances through crises, including the 2008 crisis. Thanks to him, I retired at 60, my wife even earlier. I warmly recommend him for your financial needs. »
« I wasn’t sure if I would be able to find insurance that covered my personal situation and David was very attentive and was able to find a solution that worked for me. »
Our consulting services in three easy steps
In-depth analysis of your needs
Because your goals are unique, our team takes a close look at your story and paints a complete picture of your situation, so we can understand what’s right for you.
Developing a global strategy
Our specialists then analyze your personal, family, and professional situation to develop the most appropriate strategy for you.
Implementation of selected solutions
Once discussed and approved, the solutions proposed to you will be implemented and monitored to ensure that the strategy adopted remains current.
Enhance our service and product offerings with the best in the industry
To serve you better and offer you the best products, Securvie has chosen a number of industry-leading collaborators. These collaborations enable us to offer a wider range of products and services, always with the aim of better meeting your needs.
Plan your future today
Contact one of our experts for general information or to book an appointment. Our customer service agents will be more than happy to help.
