Our approach

 

Valeo+ adopts a collaborative approach, enhancing the financial health of businesses and employees for increased well-being and optimized productivity through tailored and innovative solutions.

WE OPTIMIZE YOUR ORGANIZATIONAL HEALTH

Organizational health inevitably derives from the physical, mental and financial health of your employees. “We aim for consistency between the development of the people who work in the organization, regardless of their hierarchical level, and the development of the organization itself, including its financial health.” Good resource allocation, transparency, communication and respect are also factors that contribute to the organizational health of a workplace.

WE OPTIMIZE YOUR ORGANIZATIONAL HEALTH

Organizational health inevitably derives from the physical, mental and financial health of your employees. “We aim for consistency between the development of the people who work in the organization, regardless of their hierarchical level, and the development of the organization itself, including its financial health.” Good resource allocation, transparency, communication and respect are also factors that contribute to the organizational health of a workplace.

OUR VISION IS COMPREHENSIVE AND DEFINING

Our vision at Valeo+ is to create a comprehensive and structured financial well-being ecosystem for businesses and their employees. By integrating customized group insurance plans, supported by advanced actuarial analysis, we offer complete coverage and optimized cost management, including life insurance, disability, health, and dental care.

On the other hand, our collective retirement savings plans are designed to promote long-term savings with competitive management fees and institutional investment strategies, enhanced by digital platforms for efficient management.

The Financial Well-Being Program (FWP) is at the heart of our approach, offering a holistic solution that educates, equips, and supports employees in improving their financial literacy and proactively managing their financial health, thereby addressing the root causes of financial stress.

 

OUR METHODOLOGY

We work with you to implement and evolve the best financial wellness program available based on your situation and your market. Our various suppliers agreements will provide you with substantial savings when choosing your plan. As well, our unparalleled year-round initiatives reduce financial stress for your members, thereby optimizing the overall well-being of your company.

OUR METHODOLOGY

We work with you to implement and evolve the best financial wellness program available based on your situation and your market. Our various suppliers agreements will provide you with substantial savings when choosing your plan. As well, our unparalleled year-round initiatives reduce financial stress for your members, thereby optimizing the overall well-being of your company.

OUR ROLE

Coach human resources personnel to help them provide appropriate information to improve the financial health of employees.

We take care to offer flexible, tailored coverage plans to protect your employees in the event of disability. We optimize savings programs while motivating interest in healthy financial habits.

The involvement of our financial security advisors helps to reduce financial stress and ensure that your employees attain their desired financial goals.

We work together with our partners to establish a true comprehensive employee benefit plan.

We are in a position to significantly optimize your company’s financial performance and to improve the well-being of your employees.

ADVANTAGES

For your organization

A partner that is independent, proactive and on top of the latest developments

 

Lower payroll costs through tax optimization

 

Negotiated agreements with the major Canadian insurance companies

 

Support in meeting legal obligations

 

For your employees

In-house financial education for employees

 

Access to professional and appropriate financial planning

 

Financial health communication plan

 

Awareness of their real needs for retirement

 

NEWSLETTER

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QUEBEC CITY

725 Lebourgneuf Blvd., Suite 401

Quebec City, Quebec G2J 0C4

(418) 658-7382

 

MONTREAL

6400 Auteuil Ave., Suite 300

Brossard, Quebec J45 3PZ

(514) 309-3450

 

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1 844 893-7376

info@valeo.plus