Services

Comprehensive financial solutions, tailored to you

At Onvisor, we're committed to empowering you with comprehensive financial solutions tailored to your unique needs.

Insurance Solutions

As a licensed insurance broker since 2008, Marcel specializes in personalized insurance planning.

  • Life Insurance

    Protect your loved ones with tailored policies that fit your needs and budget.

  • Disability Insurance

    Ensure your income remains secure if you're unable to work.

  • Critical Illness Insurance

    Peace of mind with coverage that supports you during unforeseen health challenges.

  • Business Protection

    Key-person insurance, buy-sell agreements, and creditor coverage.

  • Tax & Estate Planning

    Use insurance strategically for tax management and wealth preservation.

Get free insurance quotes →

Investment & Wealth Management

Low-cost, transparent investment options mean more of every dollar stays invested, instead of disappearing into traditional mutual fund fees. Not a promotion, just how the business is built.

  • Automated investing

    Low-cost, automated portfolio management through ETFs with automatic rebalancing.

  • Active portfolio management

    Personalized strategies for clients with $250,000+ to invest.

  • Segregated Funds

    Insurance-based investments offering capital protection and estate benefits.

Book a free intro call →

Financial Planning & Advice

Comprehensive planning covering retirement projections, debt management, estate planning, and tax strategies, anchored by Marcel's proprietary frameworks that organize your finances into clear, purposeful buckets.

  • Retirement projections

    See exactly where you stand and what it takes to get there.

  • Debt & cash-flow management

    Find the sweet spot between paying down debt and investing.

  • Estate & tax strategies

    Keep more of what you earn and pass it on efficiently.

Book a free intro call →

Coaching & Educational Programs

Build financial literacy at your own pace, or work with Marcel directly.

  • Plan Your Finances Online Academy

    On-demand video lessons and financial tools.

  • 1-on-1 Coaching

    Personalized sessions with Marcel LeBlanc, CFP®, CIM.

  • Financial Wellness Workshops

    90-minute, half-day, or full-day formats with Q&A. Participants receive complimentary academy access.

Browse the Learning Academy →

Download a brochure

Prefer to read on your own time? Grab a PDF overview.

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