We are Groupe Natale, a multi-disciplined, independent brokerage firm proudly serving Laval and surrounding areas for over 38 years. We're not just financial advisors; we're your partners in achieving comprehensive financial well-being. Our mission is simple: to provide you with holistic guidance, expert advice, and tailored solutions in investments and insurance to optimize your financial and fiscal objectives. We specialize in wealth management, financial planning, tax planning, estate planning, group insurance, and group retirement plans. We're also experienced in handling complex situations, such as intergenerational wealth transfer, succession, and transition planning.

At Groupe Natale, we believe in building privileged relationships with our clients – business owners, professionals, families, and individuals. We're driven by integrity, professionalism, and transparency, and we're committed to helping you take full advantage of our expertise, resources, and strategic solutions, customized to your corporate, professional, or individual needs. We take the time to get to know you, your goals, and your aspirations, ensuring that our recommendations are perfectly aligned with your best interests.

Led by Gennaro Natale, B.A. Econ, Fin.Pl., a Financial Planner, Financial Security Advisor, and Group Insurance & Annuity Plans Advisor, our team offers a wealth of experience and a deep understanding of the financial landscape. Gennaro Natale is a Dealing Representative of a mutual fund dealer, attached to WhiteHaven Securities Inc..

Our comprehensive services encompass:

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• Tax Saving Solutions for Corporations, Business Owners, and Affluent Clients: We help you navigate complex tax regulations and implement strategies to minimize your tax burden.

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• Group Insurance Plans: We provide tailored group insurance solutions to protect your employees and your business.

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• Group Retirement Plans: We help you design and implement effective retirement plans for your employees, fostering loyalty and financial security.

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• Office Overhead Insurance: Protecting your business from unexpected expenses.

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• Financial, Fiscal, and Estate Planning (Wealth Transfer at Death): We provide comprehensive planning to ensure your financial security and the smooth transition of your assets.

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• Individual and Family Life Insurance Solutions: We offer a wide range of life insurance options to protect your loved ones.

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• Living Benefits: We help you protect yourself from the financial impact of unexpected illnesses or disabilities.

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• Savings & Investments: We provide expert advice and access to a variety of investment options to help you grow your wealth.

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• Mutual Funds: We have options for your to invest in Mutual Funds.

We work closely with a network of trusted partners, including actuaries, CAs, CPAs, lawyers, notaries, and tax experts, to provide fully integrated solutions for your unique situation. We're committed to providing a seamless, coordinated approach to your financial well-being.

We also offer free online quotes for life insurance and travel insurance, making it easy to get started on protecting your future. We offer many useful online financial tools, through our learning center.

Choose Groupe Natale, and experience the difference that unparalleled service, expert advice, and a genuine commitment to your success can make.