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Providing you with financial security when it comes to unforeseen events such as premature death and disability. I help facilitate in building intergenerational wealth, estate preservation and intellectual solutions that makes sense, for your today and your tomorrow.

 

Advisor information for clients 
Concerning
Paolo Bastone

About me

I am licensed for life and health insurance, group insurance and group annuity plans in Quebec. I am also registered to sell mutual funds* in Quebec and Ontario.

I have my designation as a Financial Security Advisor, Mutual Funds Representative*, Advisor in group insurance and group annuity plans, and Scholarship plan representative.*

(*) Member and Authorized Distributor for: Peak Investment Services Inc. .

Companies’ products made available.

I have access to the following companies’ products:

  • The Standard Life Assurance Company of Canada
  • Canada Life
  • The Empire Life Insurance Company
  • BMO Insurance
  • Manulife Financial
  • Transamerica Life Canada
  • Quebec Blue Cross
  • Foresters
  • Canada Protection Plan (CPP)
  • L’Excellence Life Insurance Company
    Access to these Companies products, is offered to me through Fiancère S_entiel/AGENZ, which acts as my General Agent.
  • The Great-West Assurance Company
  • Manulife Financial
  • Sunlife Financial
    Access to these Companies products is offered directly to me through Great-West Assurance Company. (Manulife and Sunlife are offered through Great-West as for their Inter corporate Agreements.)
  • Union Life Mutual
    Access to this Company’s products, is offered to me through Croissance Capital, which acts as my General Agent.
  • Sunlife Finacial
    Access to this Company’s products, is offered to me through MSA Financial, which acts as my General Agent.

I offer mutual fund investment products through, Peak Investment Services Inc. . In addition, I offer:

  • certain banking products from Manulife One Bank
  • Heritage Education Funds, distributed through Peak Investment Services Inc. .
Nature of relationship with company(ies)

No insurer holds an ownership interest in my business, nor do I hold a significant interest in any insurance company.

Compensation

I will be paid by the company that offers the product chosen. I am compensated by a sales commission for most products at the time of sale, and may receive a renewal (or service) commission. For certain products, I may receive a referral fee.

In respect of certain products, the commission may be different than the standard commission scale provided by the company providing the product. I will advise if this occurs. Any future increases in the commission scale will require a written approval.

I may also be eligible for additional compensation, such as bonuses and non-monetary benefits such as travel incentives, and may be entitled to participate in a share purchase plan. This compensation depends on various factors such as the volume or retention of business I place with a particular company during a given time period.

Conflict of interest 

I take the potential of a conflict of interest seriously. I will notify if there is a conflict of interest of which I become aware in regards to my services.  My services will take into consideration all your financial needs.

This statement has been prepared by Paolo Bastone and Paolo Bastone alone is responsible for its accuracy.
 
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