Groupe Uni-Vie, based in Drummondville, Canada, has been providing expert financial services since 1984 under the leadership of Mr. Jerry Jeanson. Their team of certified financial planners offers personalized guidance to individuals and local brokers, specializing in areas such as risk management, legal aspects, personal finances, tax analysis, investment strategies, retirement planning, and estate planning.
With a focus on long-term financial security, Groupe Uni-Vie emphasizes the importance of even the smallest savings habits and tailors financial advice and strategies to each client's knowledge and comfort level. Their commitment to ethical practices and client-centered service ensures that clients receive comprehensive assessments, tailored solutions, and access to competitive market rates.
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