Partners — Financial security advisors

Your future clients are signing at the notary

Buying or selling a property is the moment when financial-protection needs become concrete: life insurance, mortgage loan insurance, protection of the family patrimony. Our clients have these questions — we’re looking for rigorous advisors to refer them to.

Ernso Cléus, residential and commercial real estate broker — RE/MAX Crystal

Why a real estate broker is your best source of referrals

A client buying a property has just made the biggest financial commitment of their life — and they know it. It’s the precise moment when protection questions arise on their own: what happens to the mortgage if an income disappears? Is the insurance offered by the lender the right choice? Is the family patrimony structured correctly?

Our goal: that each of our clients leaves their transaction with these questions answered by a professional, not left hanging. To that end we build a small circle of financial security advisors on the North Shore and in Laval — people who call back quickly, explain clearly and serve in French and English.

The partnership at a glance

  • Referrals at the moment the need is real (promise to purchase, signing)
  • Cross-referrals welcome: your clients who are selling or buying
  • Territory: North Shore, Laval, Basses-Laurentides
  • Any referral agreement is disclosed to the client when required — they remain free to choose

A financial security advisor in our territory?

Introduce yourself: your practice, your products, your area. We’re looking for lasting partners, not one-month agreements.

Ernso Cléus, residential and commercial real estate broker — RE/MAX Crystal · See also: home builders and mortgage brokers.