About Us

As a personal insurance and investment advisor, I strive to see every client realize their financial goals. Whether your goal is to protect your income or your family, save for a new home or your retirement or managing your portfolio wisely, I have the experience and resources to meet your needs.

Pierre Jeaurond

Personal Insurance and Investment Advisor
Living Benefit Specialist

I’m a bilingual, independent broker (no company affiliations) in my 27th year in business. As a Living Benefits Specialist, I meet and counsel individuals, families and those who are self-employed (professionals and business owners) on the importance of Disability coverage, Critical Illness protection and Long Term Care insurance. These areas are typically the first priorities in any financial security plan yet they are too often overlooked.

My clients often tell me about how a conversation about Living Benefits has helped them focus on a critical issue - income and cash flow in time of need. Knowing this brings its just reward: peace of mind. This is magnified when I show them how it is possible to get money back in the event they don't claim. This information still surprises many; some just don't believe that they can get 100% of all paid premiums returned on Critical Illness coverage and up to 50% of Disability insurance premiums. There is no catch here. These are contractual guarantees based on the simple fact - you claim, you're covered…. you don't claim, you can get some or all your money back. An amazing reward for staying healthy.

As well, concerns about LIFE INSURANCE will be addressed. Again, an honest conversation about dealing with immediate, but also future needs. Life is ever-changing, thus issues of 'taking care of my family now' can often lead to 'leaving funds for the financial security of future generations'. In essence, life insurance isn't complex, yet so many people I meet have little or no understanding of how time and costs potentially play against each other in Life Insurance. Together, through my client's goals and objectives, we bring clarity to Life Insurance as well.

Helping the Investor

I have been dealing with client investment portfolios for over 27 years. My main focus has been helping the small and average investor. These investors are typically neglected by the big banks and investment brokerages. Through the recommendation of a monthly contribution and a generally conservative approach, the goal is to create strong habits as early as possible. With the help of strong investment partners as well as having access to THE BEST GIC RATES AVAILABLE, we can deal with the needs of those wishing to establish:

  • an education savings plan
  • a retirement savings plan
  • a Tax-Free Savings Account
  • a retirement income plan

Having occupied the roles of Mentor, Teacher, Trainer and Regional Manager with some of Canada’s top insurance companies, I bring experience, passion and knowledge to my client meetings. My relationships with many insurance leaders as well as with underwriters provides added value to my practice. I am asked by other brokers to assist them with their clients in the area of Living Benefits and also teach the Personal Insurance curriculum at a local college.

Trust, experience and value – a true win-win.