Our mission
Protect the patrimony of our clients against tax and health risks, by providing complete insurance solutions adapted to their ever-changing needs.

 

Partner with National Bank Insurance Firm

FR

Client access

Our insurances

Our team

Daniel Frenza

Main Advisor

Business Clientele

 

Antoine Leclerc

Advisor

Private Clientele

 

Guillaume Duchesne

Operations Management

Business Clientele

Doris Porlier

Internal Advisor

In-force Business

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    Life insurance protects your financial security and that of your business by providing a tax-free payment to your beneficiaries. Owners opt for this product when they want to ensure continuity for their business or protect the value of a key employee.

  •  

    Disability insurance is designed to replace a portion of your income if you become disabled and are unable to earn income. A disability may have several causes, including an injury, a critical illness or a mental health problem. It can be short or long term.

  •  

    Critical illness insurance provides for a lump sum payment that allows you to deal with a critical illness in the way that you feel is most appropriate:

     

    • By reducing your debts and other financial worries while you are being treated.

    • By allowing you to get help at home for you and your family.

    • By granting you access to new treatments and medications that are not covered by private or public health insurance plans.

  •  

    Group insurance is underwritten by the employer for the benefit of its employees and their assigns. The group insurance contract may cover all salaried employees or only a class of employees in the company. The account is opened, not individually, but for a group of people.

     

Our exclusive strategies

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    Your business has been launched and you get sick. During your absence, will the company be able to ensure its profitability? If you had to find a replacement, would you have the financial ability to pay a second salary? Have you shared this risk with an insurer? Do not get us wrong: disability strikes 1 in 3 people in Canada.

     

    Our Executive Protection Plans are tailored to mitigate the impact of a key person's loss on your business.

  •  

    Your business is growing well, and you're looking for strategies to facilitate recruitment and retention of your employees. Why not offer them an indemnity plan, guaranteeing the replacement of their income in case of a disability?

     

    Be a first-rate employer that prioritizes human capital within your company; review the benefits offered and protect your employees with a group insurance program that lives up to their expectations!

  •  

    In Quebec, only one out of two entrepreneurs has a plan for management transfer. And should you die, would your partners be able to buy back your shares and carry on with the operations of the company? Have you thought of a strategy to get the cash needed to cover taxes on death? What does the shareholders’ agreement provides for these scenarios?

     

    Use our expertise to review your insurance portfolio. You will be able to keep peace of mind if an unforeseen event occurs.

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Entrepreneurs

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Our offices

8000 Langelier, suite 402

Saint-Léonard (Québec)

CANADA H1P 3K2

Our contact info

Office : 514 321-8066

Cell : 514 776-8066

Fax : 514 321-3710

Email : info.daniel.frenza@cabn.net

Our partners

National Bank Insurance is a trademark used by National Bank Insurance Firm Inc.

Our insurances

  •  

    Life insurance protects your financial security and that of your business by providing a tax-free payment to your beneficiaries. Owners opt for this product when they want to ensure continuity for their business or protect the value of a key employee.

  •  

    Critical illness insurance provides for a lump sum payment that allows you to deal with a critical illness in the way that you feel is most appropriate:

     

    * • By reducing your debts and other financial worries while you are being treated.

    * • By allowing you to get help at home for you and your family.

    * • By granting you access to new treatments and medications that are not covered by private or public health insurance plans.

  •  

    Disability insurance is designed to replace a portion of your income if you become disabled and are unable to earn income. A disability may have several causes, including an injury, a critical illness or a mental health problem. It can be short or long term.

  •  

    Group insurance is underwritten by the employer for the benefit of its employees and their assigns. The group insurance contract may cover all salaried employees or only a class of employees in the company. The account is opened, not individually, but for a group of people.

     

  •  

    Your business has been launched and you get sick. During your absence, will the company be able to ensure its profitability? If you had to find a replacement, would you have the financial ability to pay a second salary? Have you shared this risk with an insurer? Do not get us wrong: disability strikes 1 in 3 people in Canada.

     

    Our Executive Protection Plans are tailored to mitigate the impact of a key person's loss on your business.

     

  •  

    Your business is growing well, and you're looking for strategies to facilitate recruitment and retention of your employees. Why not offer them an indemnity plan, guaranteeing the replacement of their income in case of a disability?

     

    Be a first-rate employer that prioritizes human capital within your company; review the benefits offered and protect your employees with a group insurance program that lives up to their expectations!

  •  

    In Quebec, only one out of two entrepreneurs has a plan for management transfer. And should you die, would your partners be able to buy back your shares and carry on with the operations of the company? Have you thought of a strategy to get the cash needed to cover taxes on death? What does the shareholders’ agreement provides for these scenarios?

     

    Use our expertise to review your insurance portfolio. You will be able to keep peace of mind if an unforeseen event occurs.

  •  

  •  

    Life insurance protects your financial security and that of your business by providing a tax-free payment to your beneficiaries. Owners opt for this product when they want to ensure continuity for their business or protect the value of a key employee.

  •  

    Critical illness insurance provides for a lump sum payment that allows you to deal with a critical illness in the way that you feel is most appropriate:

     

    * • By reducing your debts and other financial worries while you are being treated.

    * • By allowing you to get help at home for you and your family.

    * • By granting you access to new treatments and medications that are not covered by private or public health insurance plans.

  •  

    Disability insurance is designed to replace a portion of your income if you become disabled and are unable to earn income. A disability may have several causes, including an injury, a critical illness or a mental health problem. It can be short or long term.

  •  

    Group insurance is underwritten by the employer for the benefit of its employees and their assigns. The group insurance contract may cover all salaried employees or only a class of employees in the company. The account is opened, not individually, but for a group of people.

     

  •  

    Votre entreprise est lancée et vous tombez malade. Durant votre absence, est-ce que la compagnie sera en mesure d’assurer sa profitabilité ? Si vous deviez trouver un remplaçant, auriez-vous la capacité financière de payer un deuxième salaire ? Avez-vous partagé ce risque avec un assureur ? Ne vous y méprenez pas : l’invalidité frappe 1 personne sur 3 au Canada.

     

    Nos régimes de protection pour exécutif sont conçus sur mesure pour atténuer l’impact de la perte d’une personne clé sur votre entreprise.

  •  

    Votre entreprise connaît une excellente progression, et vous recherchez des stratégies pour faciliter l’embauche et la rétention de vos employés. Pourquoi ne pas leur proposer un régime d’indemnités, garantissant le remplacement de leur revenu en cas d’invalidité ?

     

    Soyez un employeur de choix qui priorise le capital humain au sein de son entreprise; faites la révision des avantages sociaux offerts et préservez vos employés avec un programme d’assurance collective à la hauteur de leurs attentes !

  •  

    Au Québec, seul un entrepreneur sur deux dispose d’un plan concernant le transfert de direction. Et si vous décédiez, vos associés seraient-ils en mesure de racheter vos parts
    et de poursuivre les opérations de l’entreprise ? Avez-vous pensé à une stratégie pour obtenir les liquidités nécessaires à couvrir les impôts au décès ? Que prévoit la convention entre actionnaires pour ces scénarios ?

     

    Faites appel à notre expertise pour revoir votre portefeuille d’assurance. Vous pourrez ainsi garder l’esprit tranquille si un imprévu survient.

  •  

  •  

    Life insurance protects your financial security and that of your business by providing a tax-free payment to your beneficiaries. Owners opt for this product when they want to ensure continuity for their business or protect the value of a key employee.

  •  

    Critical illness insurance provides for a lump sum payment that allows you to deal with a critical illness in the way that you feel is most appropriate:

     

    * • By reducing your debts and other financial worries while you are being treated.

    * • By allowing you to get help at home for you and your family.

    * • By granting you access to new treatments and medications that are not covered by private or public health insurance plans.

  •  

    Disability insurance is designed to replace a portion of your income if you become disabled and are unable to earn income. A disability may have several causes, including an injury, a critical illness or a mental health problem. It can be short or long term.

  •  

    Group insurance is underwritten by the employer for the benefit of its employees and their assigns. The group insurance contract may cover all salaried employees or only a class of employees in the company. The account is opened, not individually, but for a group of people.

  •  

    Votre entreprise est lancée et vous tombez malade. Durant votre absence, est-ce que la compagnie sera en mesure d’assurer sa profitabilité ? Si vous deviez trouver un remplaçant, auriez-vous la capacité financière de payer un deuxième salaire ? Avez-vous partagé ce risque avec un assureur ? Ne vous y méprenez pas : l’invalidité frappe 1 personne sur 3 au Canada.

     

    Nos régimes de protection pour exécutif sont conçus sur mesure pour atténuer l’impact de la perte d’une personne clé sur votre entreprise.

  •  

    Votre entreprise connaît une excellente progression, et vous recherchez des stratégies pour faciliter l’embauche et la rétention de vos employés. Pourquoi ne pas leur proposer un régime d’indemnités, garantissant le remplacement de leur revenu en cas d’invalidité ?

     

    Soyez un employeur de choix qui priorise le capital humain au sein de son entreprise; faites la révision des avantages sociaux offerts et préservez vos employés avec un programme d’assurance collective à la hauteur de leurs attentes !

  •  

    Au Québec, seul un entrepreneur sur deux dispose d’un plan concernant le transfert de direction. Et si vous décédiez, vos associés seraient-ils en mesure de racheter vos parts
    et de poursuivre les opérations de l’entreprise ? Avez-vous pensé à une stratégie pour obtenir les liquidités nécessaires à couvrir les impôts au décès ? Que prévoit la convention entre actionnaires pour ces scénarios ?

     

    Faites appel à notre expertise pour revoir votre portefeuille d’assurance. Vous pourrez ainsi garder l’esprit tranquille si un imprévu survient.

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