01 — Clarity
Explain the issues in plain language and keep the strategy understandable.
About
A serious, clear approach built around your reality.
Saad & Alarie primarily works with business owners and professionals who want to better coordinate wealth, protection, retirement and succession — without starting with a product.
Saad & Alarie within Groupe financier Invico
Gabriel and Vincent remain your brokers and primary points of contact. When needed, they can draw on the Invico team and resources to support coordination and move files forward.
How we work
Understand first. Structure second.
We start by understanding where your capital sits, your current responsibilities, what you want to accomplish over the long term and the risks that could disrupt the plan.
Depending on the situation, that may lead to a discussion about investments, insurance, retirement, succession or corporate structure. The goal is to maintain a complete view rather than treating each decision in isolation.
What we want to bring to every meeting.
A structured discussion, precise questions and a view that connects personal and corporate decisions.
02 — Coordination
Avoid having investments, insurance, retirement and succession move in separate directions.
03 — Priorities
Identify what deserves attention now and what can wait.
04 — Follow-through
Move the next steps forward with the appropriate professionals when needed.
Your brokers, supported by a team.
Gabriel and Vincent lead the client relationship. Within Invico, they work in a team environment of roughly ten people, providing access to support and complementary expertise around files when needed.
GS
Broker · Saad & Alarie
Gabriel Saad
VA
Broker · Saad & Alarie
Vincent Alarie
≈10
Groupe financier Invico
A team behind the relationship.
A team environment that can support file preparation, coordination and follow-through, with complementary resources involved as needed.
La Prairie · Greater Montreal
Let’s see if there is anything worth structuring.
The Protection & Wealth Assessment gives us a concrete starting point before a first discussion.