{"id":1697,"date":"2026-06-25T20:34:21","date_gmt":"2026-06-25T20:34:21","guid":{"rendered":"https:\/\/www.univesta.com\/services-financiers\/"},"modified":"2026-07-10T17:30:23","modified_gmt":"2026-07-10T17:30:23","slug":"financial-services","status":"publish","type":"page","link":"https:\/\/www.univesta.com\/en\/financial-services\/","title":{"rendered":"Financial services"},"content":{"rendered":"\n    <section class=\"offset-cards section\">\n        \n<span class=\"absolute top-0 left-0\" ><\/span>        <div class=\"wrapper\">\n            <div class=\"flex flex-col gap-8 || lg:grid-col lg:relative\">\n                <div class=\"lg:sticky lg:top-8 lg:h-fit lg:col-start-1 lg:col-span-5\">\n                        <div class=\"intro-sided\">\n                    <h2 class=\"text-h2 [&#038;_em]:font-secondary\">Families and individuals<\/h2>\n                <div class=\"wysiwyg-container || mt-5 lg:mt-8\">\n    <p>Your money deserves the same care as everything else you\u2019ve built over a lifetime. Our brokers are here to guide you to sound decisions \u2014 clearly, honestly, and at your pace.<\/p>\n<\/div>            <\/div>\n                <\/div>\n                <div class=\"flex flex-col gap-5 || lg:col-start-6 lg:col-span-7 xl:col-start-7 xl:col-span-6\">\n                    \n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Universal Life Insurance<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Canadian Investment Savings Account<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">US Investment Savings Account<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Guaranteed Investment Certificate (GIC)<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Locked-In Retirement Account (LIRA)<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Mutual Funds*<\/h3>\n        <div class=\"wysiwyg-container || mt-8\">\n    <p>*Mutual funds distributed by <a href=\"https:\/\/groupecloutier.com\/en\">Groupe Cloutier Investissement<\/a>, a mutual fund investment firm.<\/p>\n<\/div><\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Segregated Funds<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Registered Retirement Income Fund (RRIF)<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Life Income Fund (LIF)<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Registrered Education Savings Plan (RESP)<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Registered Retirement Savings Plan (RRSP)<\/h3>\n        <\/div>                <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n\n\n\n\n    <section class=\"offset-cards section\">\n        \n<span class=\"absolute top-0 left-0\" ><\/span>        <div class=\"wrapper\">\n            <div class=\"flex flex-col gap-8 || lg:grid-col lg:relative\">\n                <div class=\"lg:sticky lg:top-8 lg:h-fit lg:col-start-1 lg:col-span-5\">\n                        <div class=\"intro-sided\">\n                    <h2 class=\"text-h2 [&#038;_em]:font-secondary\">Businesses<\/h2>\n                            <\/div>\n                <\/div>\n                <div class=\"flex flex-col gap-5 || lg:col-start-6 lg:col-span-7 xl:col-start-7 xl:col-span-6\">\n                    \n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Key Person Insurance<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Buy-Sell Insurance<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Canadian Business Investment Savings Account<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">US Business Savings Account<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Group Insurance Plan<\/h3>\n        <\/div>\n<div class=\"offset-card || px-5 pt-5 pb-6 flex flex-col justify-between rounded-image bg-tertiary odd:bg-white || lg:pl-8 lg:px-8\">\n            <h3 class=\"text-h4 \">Group RRSP<\/h3>\n        <\/div>                <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n\n\n\n\n    <section class=\"cta-banner-image || section || last-of-type:!mb-10 xl:last-of-type:!mb-14\">\n        \n<span class=\"absolute top-0 left-0\" ><\/span>        <div class=\"flex flex-col\">\n            <div class=\"wrapper || flex flex-col flex-1 || lg:w-full\">\n                <div class=\"relative flex-1 flex items-center justify-center rounded-image overflow-hidden\">\n                                            <div class=\"absolute inset-0 overflow-hidden\">\n                            <span data-parallax=\"0.15\" class=\"block size-full\">\n                                <div class=\"thumbnail w-full size-full object-cover scale-110 parallax-container\"\n    style=\"padding-bottom: 32.469512195122%\"\n  >\n\n  <img decoding=\"async\" width=\"1920\" height=\"1080\" data-src=\"https:\/\/www.univesta.com\/wp-content\/uploads\/2026\/07\/Univesta-Assurances-Hero-1920x1080.jpg\" class=\"parallax-container-image lazyload\" alt=\"Image de fond\" data-srcset=\"https:\/\/www.univesta.com\/wp-content\/uploads\/2026\/07\/Univesta-Assurances-Hero-1920x1080.jpg 1920w, https:\/\/www.univesta.com\/wp-content\/uploads\/2026\/07\/Univesta-Assurances-Hero-1536x864.jpg 1536w, https:\/\/www.univesta.com\/wp-content\/uploads\/2026\/07\/Univesta-Assurances-Hero-2048x1152.jpg 2048w, https:\/\/www.univesta.com\/wp-content\/uploads\/2026\/07\/Univesta-Assurances-Hero-1400x788.jpg 1400w, https:\/\/www.univesta.com\/wp-content\/uploads\/2026\/07\/Univesta-Assurances-Hero-1024x576.jpg 1024w, https:\/\/www.univesta.com\/wp-content\/uploads\/2026\/07\/Univesta-Assurances-Hero-640x360.jpg 640w, https:\/\/www.univesta.com\/wp-content\/uploads\/2026\/07\/Univesta-Assurances-Hero-480x270.jpg 480w, https:\/\/www.univesta.com\/wp-content\/uploads\/2026\/07\/Univesta-Assurances-Hero-350x197.jpg 350w, https:\/\/www.univesta.com\/wp-content\/uploads\/2026\/07\/Univesta-Assurances-Hero-150x84.jpg 150w\" data-sizes=\"(max-width: 1920px) 100vw, 1920px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 1920px; --smush-placeholder-aspect-ratio: 1920\/1080;\" \/><\/div>                            <\/span>\n                        <\/div>\n                        <div class=\"absolute inset-0 overflow-hidden bg-accent\/30\"><\/div>\n                    \n                    <div class=\"relative z-10 flex flex-col items-center px-5 py-[87px] || lg:max-w-[650px]\">\n                                                    <h2 class=\"text-h2 || text-light mb-8 text-center\">What <span class=\"text-decorated-underline-wavy\">matters to you<\/span> matters to us.<\/h2>\n                                                <div class=\"wysiwyg-container || text-center wysiwyg-light\">\n    <p>We take the time to really understand your situation, so we can protect you better.<\/p>\n<\/div>                            <a href=\"tel:18337899203\" class=\"orange mt-6 || lg:mt-8 btn-primary\"  target=\"\" rel=\"noopener\" >\n        Call us 1 833 789-9203    <\/a>\n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":1698,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":true,"footnotes":""},"class_list":["post-1697","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.univesta.com\/en\/wp-json\/wp\/v2\/pages\/1697","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.univesta.com\/en\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.univesta.com\/en\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.univesta.com\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.univesta.com\/en\/wp-json\/wp\/v2\/comments?post=1697"}],"version-history":[{"count":0,"href":"https:\/\/www.univesta.com\/en\/wp-json\/wp\/v2\/pages\/1697\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.univesta.com\/en\/wp-json\/wp\/v2\/media\/1698"}],"wp:attachment":[{"href":"https:\/\/www.univesta.com\/en\/wp-json\/wp\/v2\/media?parent=1697"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}