10
years
of experience
Personalized insurance and investment solutions
FINANCIAL SECURITY ADVISOR | INSURANCE AGENT
Hello ! My name is Lucila (Lucy)Patino, I am a financial security advisor licensed in Quebec and a sickness and accident insurance representative licensed in Ontario.
As your financial advisor, I will guide your choice of protection products and advise you throughout the decision-making process to put in place a solid financial security strategy as upon which you can build wealth.
As an independent broker attached to Brilliance Financial Solutions and HUB Financial, I have access to a vast array of insurance and investment products from Canada’s most renowned financial institutions.
- Risk management through diversified financial products
- Together we’ll discover which are the best protection options for you
- Let’s build a long-term professional relationship based on trust
Start your action plan to reach your financial goals
TRAVEL INSURANCE | LIFE INSURANCE, SAVINGS AND INVESTMENT PLANS TAILORED TO THE CANADIAN FINANCIAL SYSTEM
- SMALL BUSINESS INSURANCE | Family businesses or less than 10 employees
- Disability Insurance | Protect your income in case you cannot work
- Term or Permanente Life Insurance | The base of your financial security strategy
- Visitors to Canada | Emergency Medical Insurance
- Travel Insurance | Coverage for pre-existing medical conditions
- International Students | Visa-compliant emergency medical insurance
- Canadian Travelers | Safe travels with emergency medical insurance
- HEALTH INSURANCE | A complement to your provincial coverage
- Travel Insurance | Trip Cancellation and Interruption
- Critical Illness Insurance | Just focus on getting back your health
- RESP | Retirement, plan it early to enjoy it later!
- FHSA | First Home Savings Account , if not now, when?
- TFSA | The queen of savings accounts in Canada
- How to Invest in Canada | Safe Strategies Based on Your Financial Profile
- Get your money under control | Simple, easy and personalized financial strategies
Protección para estudiantes internacionales, visitantes a Canadá y canadienses que viajan al extranjero.
Seguro hipotecario, seguros temporales para complementar la protección de tu plan colectivo y seguros permanentes para acrecentar tu patrimonio.
Protege tu ingreso en caso de que un accidente o enfermedad te impida trabajar. Un complemento ideal a la cobertura de tu seguro colectivo.
Un seguro que ofrece garantîas que no son cubiertas por el plan provincial de salud (ambulancia, servicios dentales, fisioterapia, examen de la vista y más).
The path to your financial security
A clear process in 3 steps
Know your financial profile
We start with an assessment of your current financial situation.
Set your goals
Once it is clear where you are, it is time to determine where you want to go and how to get there by setting realistic and attainable financial goals.
Commit to a plan and take action
The previous steps will lead to the recommendation of specialized products and an action plan to take place in a specific time frame.
Confianza construida con experiencia
Más de 10 años guiando a familias, estudiantes y emprendedores en Quebec hacia su seguridad financiera.
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Co Founder
Jhon william
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Co Founder
Sarah albert
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Co Founder
Mike hardson
Do you want to take the first step into financial security ?
START WITH A DISCOVERY CALL TO GET TRAVEL INSURANCE, PROTECT YOUR FAMILY OR OPEN YOUR FIRST SAVINGS ACCOUNT. I’LL BE HAPPY TO ADVISE!
Information is the best antidote against uncertainty
ARTICLES WITH ADVICE TO HELP YOU MAKE AN INFORMED DECISION
- Financial security
- The 3 mistakes that keep you from achieving financial stability (and how to avoid them)
- Saving and investing
- TFSA, RRSP or FHSA: Choose the best account to grow your money in Canada
- Financial security
- Life, Disability or Critical Illness Insurance: Which One Do You Really Need?