Protect Your Future. Grow Your Wealth. Secure Your Legacy.

Expert guidance for your insurance, investments, and estate planning. Protect your today, grow your tomorrow.

Navigating the world of finance can feel overwhelming. You have goals and responsibilities, but knowing the right path isn’t always easy. That’s where we come in.

Insurance

Enjoy peace of mind by protecting what matters most. We provide comprehensive coverage for your life and mortgage, giving you and your family reliable protection against the unexpected.

Investments

We develop investment strategies to grow your wealth based on your unique goals, using registered accounts such as TFSA, FHSA, RESP, and RRSP, as well as flexible non-registered accounts and customized portfolios.

Estate Planning

Ensure your legacy is passed on according to your wishes, with clarity and care. We provide expert succession strategies, will and trust creation, heir protection, and tax optimization to give you and your family lasting peace of mind.

Undertaking Risks

We professionally analyze and manage the risks to your family and assets, transforming uncertainty into a structured plan. Secure comprehensive coverage for your life, health, home, auto, and mortgage, and reclaim your peace of mind.

ABOUT SMART TA VIE

Live Confidently, Protected Completely.

Smart ta Vie was founded on the principle that true peace of mind is the ultimate form of a smart life. We specialize in transforming the complex worry of life’s uncertainties into simple, actionable protection plans, where our experts take a proactive approach to shield your family, health, and assets from the unexpected. This allows you to redirect your energy from concern to confidence, securing the future you’re building today. With Smart ta Vie, you’re not just buying a policy—you’re gaining a dedicated partner for a wiser, more secure life.

OUR SERVICES

Insurance

INCLUDES

Innovating Protection for Tomorrow

Phone

‪+1438 833 9594

Email

smarttavie1@gmail.com

High Saving Potential
Excellent Protection
Easy Claim
SERVICE DETAIL

Insurance

Your mortgage is likely one of the biggest financial commitments of your life. But have you thought about protecting your family if the unexpected happens? Our mortgage insurance is designed to ensure that, no matter what, your loved ones are never burdened by the weight of your loan.

In the event of death, disability, or critical illness, the insurance takes over to repay your mortgage. This way, you have the certainty that your home remains safe, without the risk of losing it due to an inability to pay.

With flexible plans tailored to your needs, we give you complete peace of mind: you can focus on what truly matters—living and enjoying life with your loved ones—while we protect your investment.

Thanks to responsive service and personalized support, you can be assured that your financial commitments are covered, whatever life may bring.

Your home holds your dreams. Protect your mortgage, and protect your family’s future.

Life Insurance

Secure your loved ones’ future with reliable life insurance coverage. Whether for income replacement, debt protection, or long-term planning, Smart Ta Vie ensures your family is financially supported when it matters most.

Travel Insurance

Enjoy every trip with confidence knowing you’re covered. From medical emergencies to trip cancellations and lost luggage, Smart Ta Vie Travel Insurance ensures you’re protected wherever your journey takes you.

Business Insurance

Protect your business against unexpected risks with tailored coverage. From property damage and liability to employee protection, Smart Ta Vie Business Insurance helps keep your company secure and resilient.

Home Insurance

Safeguard your home and belongings with comprehensive coverage. Smart Ta Vie Home Insurance protects against fire, theft, natural disasters, and more—giving you peace of mind that your safe place stays protected.

From insurance protection to smart investments, estate planning, and specialized solutions, we provide everything you need to secure today and prepare for tomorrow. Whether at home or abroad, for your family, studies, or future legacy, our plans are built around trust, growth, and peace of mind.

Life is full of choices, but protecting your future shouldn’t be one you leave to chance. With our tailored plans—covering insurance, investments, estate preparation, and more—you gain the clarity, stability, and confidence to move forward. Wherever you are in life, we’re here to safeguard what matters most and help you build a secure tomorrow.

Investments

Personalized Portfolios.
Tax Efficiency
Strategic Growth
SERVICE DETAIL

Investments

Smart investing is your pathway to lasting financial security and freedom. No matter where you are on your journey, from starting your first savings to planning your retirement, we provide personalized investment strategies that align with your unique goals. We leverage the right tools, from TFSAs and RRSPs to custom portfolios, to build a dynamic plan that turns your ambitions into tangible growth. Let us help you invest with purpose and confidence.

With flexible plans, quick claims support, and the ability to tailor coverage to your unique needs, we ensure you and your family enjoy complete peace of mind. Your home deserves protection as strong as the foundation it’s built on.

TFSA (Tax-Free Savings Account)

Maximize your savings with tax-free growth. Withdraw anytime without penalties and enjoy complete flexibility while building wealth over time.

FHSA (First Home Savings Account)

Make your dream of homeownership a reality. Save with tax-deductible contributions and tax-free withdrawals when it’s time to buy your first property.

RESP (Registered Education Savings Plan)

Give your children a head start. With government grants and tax-advantaged growth, an RESP ensures their education is financially supported.

RRSP (Registered Retirement Savings Plan)

Secure your future with a trusted retirement vehicle. Contributions are tax-deductible, and investments grow tax-deferred until you need them.

Flexible Investment Accounts

Freedom to invest without contribution limits. Perfect for individuals looking for additional growth opportunities beyond registered plans.

Custom Portfolios

No two investors are the same. We design personalized portfolios based on your goals, risk tolerance, and timeline, so your money works exactly how you need it to.

Your money should work as hard as you do. With a combination of registered and non-registered options, personalized strategies, and ongoing expert support, we help you grow, protect, and enjoy your wealth. Start small or go big—either way, your financial freedom begins here.

No matter your goals, buying a home, funding education, or building retirement wealth, our investment plans give you the tools and guidance to grow with confidence.

Estate Planning

INCLUDES

Innovating Protection for Tomorrow

Phone

‪+1438 833 9594

Email

smarttavie1@gmail.com

Preparation
Continuity
Peace of Mind
SERVICE DETAIL

Estate Planning

Plan today to protect your tomorrow. Our expert estate planning services provide the clarity and security your legacy deserves. We craft tailored strategies, including wills, trusts, and tax-efficient structures, to ensure your wealth is preserved and passed on according to your precise wishes. This proactive approach prevents family disputes and minimizes legal complications for your heirs. It’s about making thoughtful decisions now to provide guidance and support when your family needs it most. Secure your family’s future today and gain the profound peace of mind that comes from knowing your legacy is protected exactly as you intend.

Succession Strategies

Every family is unique, and so is every succession plan. We create tailored strategies to simplify the transfer of assets, minimize conflicts, and protect what you’ve built for the next generation.

Will & Trust Services

A well-prepared will or trust ensures your wishes are honored and your assets are distributed smoothly. We guide you through drafting, updating, and structuring these vital documents with clarity and care.

Heir Protection

Shield your loved ones from financial uncertainty. From guardianship planning to inheritance safeguards, we provide solutions that secure your heirs’ financial future and well-being.

Tax Optimization

Keep more of your hard-earned wealth in your family. Our tax planning strategies reduce liabilities, protect assets, and maximize the value of what you pass on.

Estate planning is more than paperwork—it’s peace of mind for you and security for your loved ones. With clear strategies and expert support, we help you protect your legacy and pass it on with confidence.

Secure your legacy with confidence. From wills and trusts to tax strategies and heir protection, our estate planning services ensure your wealth is preserved, your wishes are respected, and your loved ones are cared for.

WHY CHOOSE SMART TA VIE

Safeguarding What Matters, Growing What’s Next, Securing What Lasts

Your family, your future, your peace of mind, we’re here to help you safeguard what matters most, achieve your financial goals, and ensure your loved ones are cared for.

High Saving Potential

Maximize your money with smart strategies designed to lower costs, reduce taxes, and grow your wealth faster, so every dollar works harder for you.

Excellent Protection

Stay covered against life’s uncertainties with reliable insurance and financial safeguards that keep you, your family, and your assets secure at every stage.

Easy to Claim

Enjoy a hassle-free claims process with quick support and clear guidance—so you can access the protection you need without unnecessary stress or delays.

Managing Your Risks Effectively

Identify, prepare, and protect against potential financial setbacks with strategies designed to minimize risks and keep your goals on track.

OUR PROCESS

Committed to Putting You First, Every Step of The Way

01

Get Quotation

Discover the best plan for your needs in just a few clicks. Request a personalized quotation today and take the first step toward protection, growth, and peace of mind.

02

Complete the Application

Take the next step toward securing your future. Our simple, guided application process makes it easy to get started—so you can enjoy protection and peace of mind without delay.

03

Get Insured & Covered

Once approved, your coverage begins right away. Enjoy the confidence of knowing you, your family, and your future are fully protected from life’s uncertainties.

TESTIMONIALS

What Our Beloved Clients Say About Smart Ta Vie

The RESP plan we set up through Smart Ta Vie is already making a difference for our children’s education. Their team made the whole process simple and reassuring. We appreciate how they took the time to understand our family’s goals, explained every option clearly, and helped us choose the plan that truly fits our needs. Now, we feel confident knowing our kids’ future is on the right track thanks to their guidance and ongoing support.
Marc & Julie T.
Parents
Smart Ta Vie guided me with investment strategies that truly match my goals. I now feel in control of my finances and confident about the future.
Élise R
Entrepreneur
Estate planning always felt complicated, but Smart Ta Vie explained everything clearly. Now I know my family is protected, and my wishes will be respected.
André G.
Retiree
From life insurance to home coverage, they handled everything with professionalism. Filing a claim was quick and stress-free—exactly what I needed.
Nadia K.
Homeowner

Ready to Plan Your Future with Confidence?

Join countless families and individuals who trust Smart Ta Vie to protect what matters most. Let’s help you secure a brighter tomorrow—starting today.

OUR TEAM

Meet Our Professional Agents

John Budiman

Business Advisor

Jessica Sarah

Business Advisor

John Budiman

Business Advisor

Jessica Sarah

Business Advisor

We provide a wide range of options including home, health, student, domestic, and international plans, tailored to your needs.

Our advisors help assess your lifestyle, goals, and budget to recommend the most suitable coverage.

Yes, flexibility is at the core of our service. We’ll design a plan that fits your unique requirements.

Most applications can be completed in minutes, with quick approvals so your coverage starts right away.

What makes Smart Ta Vie different from others?

You can submit a claim easily online or with the help of our customer care team—fast and hassle-free.

FAQS PAGE

Frequently Asked Questions

Have questions? We’ve got answers. Here are some of the most common things people ask about Smart Ta Vie—so you can feel confident every step of the way.

Phone

‪+1438 833 9594

Email

smarttavie1@gmail.com

SECURE NOW

Safeguarding Your Legacy, One Policy at a Time

Smart Ta Vie © 2025 All Rights Reserved.

‪+1438 833 9594

smarttavie1@gmail.com