Danis Gestion Privée - Cabinet de services financiers

Your one-stop for financial services

Our commitment mission

Danis Gestion Privée is a financial services firm committed to providing its clients with unparalleled service. Our core businesses are benefits, investment, life insurance, banking and integrated financial planning. We offer a unique portal for all of our clients' financial needs. Our multidisciplinary team will fulfill all your needs. We favor leading edge solutions to protect the wealth of our clients, grow their assets and minimize taxation at a lower cost.

The utmost confidentiality and impartiality are at the heart of our concerns. Our services are aimed at both individuals and wealthy families, businesses, management companies and family trusts

Social
benefits

Recognized for our vast expertise and exceptional efficiency, we will offer the plan that suits your needs. A plan that will offer you simplified management and allow you to recruit, motivate and retain your human capital through a comprehensive benefits program. We offer a very unique group insurance plan at a very competitive price.

IA Securities

Build and protect your wealth through customized advice offered by a team of professionals who benefit from the strength and experience of one of the most important securities company in the country, Industrial Alliance Securities Inc. We focus on capital preservation, maximum tax efficiency, increased diversification and exemption from seizure.

Personal
insurance

Insurance is a fundamental element of any personal or corporate planning. With our solutions, you can maximize your retirement income, maintain the financial security of your family in case of adverse events, protect your business and maximize the value of your state.

Banking
services

Our partnership with Manulife Bank allows us to offer our clientele flexible and efficient solutions to achieve their goals.

Our partners

We are partnered with institutions known for their integrity and financial stability.

Learn more