Jozyam Fontaine, conseillère en sécurité financière

AIM FOR YOUR DREAMS!

THERE IS NO AGE LIMIT TO EXPERIENCE FINANCIAL FREEDOM AND ACHIEVE EVERYTHING YOU DESIRE.

"YOUR FINANCIAL SECURITY IS MY PRIORITY!"

MY JOURNEY

YOUR FINANCIAL
SECURITY ADVISOR

"What is important to me is to show you how to be efficient in terms of taxation."

– Jozyam Fontaine

I am an authentic mother, deeply involved in the Quebecois and Ontarian community. I dedicate my time and energy to causes that are close to my heart.

As an outgoing and passionate individual, I am ambitious and I strive to achieve both my own goals and those of my clients. On a daily basis, I assist people in securing their financial future, helping them prepare for unexpected events such as disability, serious illness, and death. I guide them through every stage of life and project my clients into their financial future with strategies like TFSA, RESP, RRSP, and most importantly, retirement planning.

As an individual with humanistic qualities, I am generous with my time and care for those around me. Being a former teacher, I find great joy in imparting my knowledge and ensuring that my clients thrive while learning the fundamentals of financial security.

I am affiliated with Industrielle Alliance, Insurance and Financial Services Inc.

THE MARKETS

TOUT CE QUI DESCEND FINIT PAR REMONTER : LES ACTIONS AMÉRICAINES ET MONDIALES ONT LE VENT DANS LES VOILES! 

(mise à jour : 29 novembre 2023)

WHY DO BUSINESS WITH ME

FINANCIAL EDUCATION

 FINANCIAL MARKETS

NEW PRODUCTS 

PLAN

VALUE OF ADVICE

 TAX EFFICIENCY

FINANCIAL STRATEGY

BASED ON YOUR GOALS, I CREATE A PLAN THAT ALIGNS WITH YOUR SHORT, MEDIUM, AND LONG-TERM GOALS.

TAKING A MOMENT WITH YOU TO DETERMINE WHICH FINANCIAL STRATEGIES ARE OF INTEREST TO YOU IS MY PASSION.

BY APPOINTMENT

SERVICES

HOW MUCH DO YOU NEED TO PROTECT YOUR FAMILY AND PLAN YOUR RETIREMENT?

AUTO / HOME TENANT

GET YOUR FREE QUOTE EVERY YEAR!

*IN PARTNERSHIP WITH IAAH

RRSP LOAN

FAITES VOTRE SOUMISSION GRATUITEMENT CHAQUE ANNÉE !

*IN PARTNERSHIP WITH IAAH

AUTO / HOME TENANT

RRSP LOAN

quel montant avez-vous besoin pour protéger votre famille et planifier votre retraite ?

LIFE INSURANCE

IT'S SHOPPABLE, DID YOU KNOW THAT! SEND ME YOUR RENEWAL DATE, AND I WILL GIVE YOU A QUOTE!

MORTGAGE LOAN

REDUCE YOUR TAXES, BOOST YOUR RETIREMENT!

DIMINUEz VOS IMPÔTS, BOOSTEZ VOTRE RETRAITE !

LIFE INSURANCE

MORTGAGE LOAN

ENVOYEz-MOI VOTRE DATE DE RENOUVELLEMENT AFIN QUE JE VOUS FASSE UN PRIX !

STRATEGICALLY LOWER YOUR TAXES AND INCREASE YOUR LIFESTYLE IN RETIREMENT!

WITHDRAWAL STRATEGY

PROTECT YOUR INCOME AND YOUR LIFESTYLE!

BUSINESS INSURANCE

ARRAnGEONS-NOUS POUR QUE VOTRE ARGENT DURE LE PLUS LONGTEMPS POSSIBLE

WITHDRAWAL STRATEGY

BUSINESS INSURANCE

ÉCONOMISEz SUR VOS ASSURANCES RESPONSABILITÉ ET DOMMAGES.

* en partenariat avec IAAH

RRSP

LET'S MAKE ARRANGEMENTS TO ENSURE THAT YOUR MONEY LASTS AS LONG AS POSSIBLE DESPITE MARKET UPS AND DOWNS.

DISABILITY INSURANCE / CRITICAL ILLNESS INSURANCE

OUR REFERRAL PARTNERSHIP WILL HELP YOU SAVE ON YOUR LIABILITY AND PROPERTY INSURANCE.

*IN PARTNERSHIP WITH LAREAU INSURANCE

RRSP

DIMINUER VOS IMPÔTS ET AUGMENTEZ VOTRE NIVEAU DE VIE À LA RETRAITE !

PROTÉGEZ VOS REVENUS ET VOTRE NIVEAU DE VIE !

DISABILITY INSURANCE / CRITICAL ILLNESS INSURANCE

LET'S GROW YOUR SAVINGS TAX-FREE!

TFSA

TAKE CONTROL OF YOUR MONEY. CREATE FINANCIAL FLEXIBILITY FOR YOURSELF!

RESP (Registered Education Savings Plan)

FAISONS FRUCTIFIER VOS ÉPARGNES SANS PAYER D'IMPÔTS !

TFSA

RESP (Registered Education Savings Plan)

30% DE SUBVENTION GRATUIT SI VOUS ÊTES RÉSIDENT DU QUÉBEC. AU CANADA C'EST 20% !

DON'T GET STUCK PAYING MEDICAL EXPENSES ELSEWHERE IN THE WORLD.

PENSION FUND TRANSFER

CLAIM YOUR FREE 30% GRANT IF YOU'RE A QUEBEC RESIDENT, IN CANADA IT'S 20%!

WHAT ARE YOU WAITING FOR?!

DON'T GET STUCK PAYING MEDICAL EXPENSES ELSEWHERE IN THE WORLD.

PENSION FUND TRANSFER

TAKE CONTROL OF YOUR MONEY. CREATE FINANCIAL FLEXIBILITY FOR YOURSELF!

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