Launch of Capital Plus, Wealth Management
Towards Haitian credit union in Montreal
“It is not there yet”, says Gregory Excellent, shade of Capital Plus, “but in the very short term, we will get there.”
The Haitian member for Bourassa, Emmanuel Dubourg, already foresees this “pan or bank,” as he called it at the launch, on July 22nd, the Asset Management division of Capital Plus.
“It is not there yet”, says Gregory Excellent, shade of Capital Plus, “but in the very short term, we will get there”.
Capital Plus, which previously was limited only to loans and financing, takes another step today.
The Asset Management division provides all the services that give financial institutions: life insurance, critical illness, disability, RRSPs and TFSA account opening, mutual funds, wealth management, estate planning, and finally, the transfer of business.
“Before, notes Mr. Excellent, the customer, once back in the saddle, leaves Capital Plus. Today, after benefiting from our advantages, we can assist these clients in the accumulation of wealth and the development of a heritage that is theirs. ”
The new division is built on four cornerstones:
– Financial security at death.
– Living Benefits (insofar as your health declines).
– Investment / Savings (if you ever need cash).
To provide these services, Capital Plus account on a call center for decision appointment to plan the future of its customers through a team that will give personal service.
Capital Plus is a growing company. Founded in 2012, the work is undertaken in a financial sector that is still untapped and is expected to grow significantly in the coming years.
The firm offers a wide range of personal loans and financing solutions in the form of leasing, and in several niches of activities. In addition, the team is composed of members of the professional body in which confidentiality and rapid response to customer needs is a priority.