2695 Montée Saint-Hubert, Saint-Hubert, QC
Koby Financial Group offers a wide range of financial services from investment and insurance planning to mortgages and group benefits for businesses.
Our goals-based planning process allows us to help individuals achieve their goals through sound advice and strategic use of the services and products we offer:
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Investment and retirement planning
We offer a full-range of investment and retirement planning services:
- TFSA, RRSP, RESP, RDSP, LIRA, LIF, etc.
- Mutual funds, segregated funds, GICs
Our goals-based planning service ensures that we stay on-track to attain your objectives.
Insurance and estate planning
We offer a full-range of insurance products:
- Life insurance
- Disability insurance
- Critical illness insurance
- Health insurance
Our planning process allows us to create an insurance program that is custom tailored to your needs.
Mortgage planning
Through our partnership, we offer a full-range of mortgage products and services:
- Mortgage planning and strategy
- Preapprovals
- Mortgages, home-equity line of credit, commercial mortgages, etc.