Insurance, mortgages and investments

Your life doesn’t fit in a box.

Neither should your request.

A first home. A growing family. A plan for tomorrow. Let’s start with your situation and prepare the right conversation.

Build my request

Free referral. No obligation.

Let’s start with you

What’s on your mind?

Protect my loved onesLife insurance and protection Move forward with my homePurchase, renewal, refinancing Plan what comes nextSavings and investments

See every topic

Your situation first.
The right questions next.

You stay in control.

No automated quote. No commitment to buy. A request you can review before sending.

Different goals. Different questions.

Start where you are.

Pick a topic. The questionnaire adapts to collect the information relevant to your request.

I’m not sure yet

Life insurance

Family, debts and legacy

Health and disability

Critical illness and income

Mortgage

Purchase, renewal, refinancing

Investments

Savings and long-term goals

Home insurance

Owner, tenant, condo

Auto insurance

Vehicle and drivers

Business insurance

Operations, property and liability

Group benefits

Coverage for your team

Try the first step

Less generic paperwork. More you.

The first question changes with your goal. Pick a topic to see how the conversation begins.

Your topic

Questionnaire preview

What would you like to protect?

My family

My mortgage or debts

My family and financial commitments

You’ll answer in the questionnaire. Nothing is sent here.

That’s my topic. Let’s start.

From your question to a real conversation.

You explain your need. We prepare the referral. The professional takes it from there.

1
You set the scene
Choose your topic and answer at your own pace. “I’m not sure” is an answer too.
2
You have the final say
Review the summary, edit your answers and choose how you’d like to be contacted.
3
The conversation can begin
Once sent, your request can be reviewed to arrange follow-up. Options and terms are confirmed with the professional.

Before you begin

Questions are a good place to start.

Have another question?

Will I get a price immediately?

No. The questionnaire prepares your request. Prices, terms and coverage must be confirmed by the professional and provider after reviewing your situation.

What if I don’t know what I need yet?

Choose “Help me choose”. You can also say you are unsure or prefer to discuss sensitive questions with an adviser.

Does the referral cost anything?

The referral request is free and without obligation. Any product or professional service costs must be confirmed before you commit.

What information should I have ready?

Your goal, a few details about your situation and your contact information. Approximate amounts are enough. No documents, bank account numbers or social insurance numbers are requested.

Who receives my answers?

After you consent and send, Clic Prime uses your answers to process the request and share it with the professional handling follow-up. Marketing communications are a separate choice.

The next step is yours.

Have something in mind? Let’s put it into words.