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Francis Jalbert

Francis Jalbert

  • Conseiller en sécurité financière
  • Représentant en épargne collective

Ma mission est de vous conseiller afin de vous aider à atteindre vos objectifs en matière de sécurité financière en transformant vos ambitions en stratégies concrètes. Compte tenu des nombreuses sollicitations dont vous faites l’objet au moment d’investir, et des efforts requis pour s’y retrouver,je m'engage à vous guider afin d'analyser vos besoins et d'élaborer une stratégie financière adaptée à votre situation personnelle.Tout ceci, bien entendu, en respectant vos valeurs, vos priorités et votre budget.

Mon objectif ultime est d’établir avec vous une relation d'affaires fondée sur l’écoute et le respect, être votre personne de référence, afin de vous accompagner dans la réalisation de vos projets les plus précieux.

Pour ce faire, je me fais un devoir de mettre constamment mes connaissances du domaine de la sécurité financière à jour, de manière à toujours offrir des services-conseils de qualité et à répondre parfaitement à vos attentes.

Services financiers Francis Jalbert inc. cabinet partenaire de Synergie Patrimoine
2828, boul. Laurier, suite 1330, 13e étage, Québec (Qc) G1V 0B9
Tél. : 418 871-6663 poste 260 | Téléc. : 418 871-9419 | Sans frais : 1 866 779-6663
f.jalbert@synergiepatrimoine.com

825, boul. Lebourgneuf, bur. 500, Québec (Québec) G2J 0B9
Tél. : 418 627-4447 | Téléc. : 418 627-3327

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, I'll do more than a basic review with you — I'll consider every aspect of your financial security, including:

  • Establishing a personal budget
  • Reviewing your investments
  • Evaluating any insurance needs
  • Determining if you can reduce your taxes
  • Planning your retirement
  • Understanding your estate wishes, and any legal matters

After this process, I'm certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.

 

Your life is constantly changing: having a family, buying a home, changing jobs, facing health issues, transferring your business, planning your retirement. That's why I will make sure your financial strategy is in step with your reality, while growing your assets and maintaining your quality of life.

We will rely upon the comprehensive review of your situation and your goals that we undertook together to guide us through good times and bad. No matter what life has in store for you, you can always count on me. I'm in your corner, always there to help you stay the course and push your limits. Together, we'll do more.

My professional practice is characterized by the values I hold dear:

  • Integrity and loyalty
  • Availability and independence
  • Professionalism and skill
  • Exceptional service

I bring these values to every relationship in my practice.

When it comes to my practice, discipline is always my top priority. I've completed the necessary licensing requirements and always pursue professional skills and training so that I can put the latest industry knowledge to work for you. SFL Wealth Management ensures strict adherence to professional standards, obligations and regulations.

I decided to work under the banner of SFL Wealth Management, one of the largest distribution networks of financial products and services in Canada, because I have access to many different financial companies. This allows me to make objective recommendations that are best suited to you and your situation.

SFL Wealth Management is a partner of Desjardins, the leading cooperative financial group in Canada, which gives my network proven financial stability and unmatched support.

Research has shown that there's real value in financial advice and that it provides an undeniable advantage to investors.

  • Households that have had an advisor for 15 years or more accumulate 290% more in assets (3.9 times more) than households that haven't1.
  • Households that have an advisor have 2.1 times more financial assets than households that don't2.
  • Investors that have an advisor are more confident and more likely to have a comfortable retirement if they've received financial advice for at least 10 years3.
  • Advisors can help investors manage their emotions, which can add approximately 1.5% to portfolio returns4.
SFL Wealth Management and its counterpart out of Quebec and New Brunswick, Desjardins Financial Security Independent Network, form a network of financial product and service distributers that focus on wealth management. We personalize our service offer to meet your changing needs. No matter the goals you set or the unexpected situations you face, the independent advisors affiliated with our network can help you develop a financial strategy. You can count on the stability of Desjardins, the leading cooperative financial group in Canada, the support of a multi-disciplinary team of financial professionals and their freedom to choose from the best offers available in the market.
1 © 2016, Claude Montmarquette and Nathalie Viennot-Briot, The Gamma Factor and the Value of Financial Advice, https://www.cirano.qc.ca/files/publications/2016s-35.pdf.

2 Jon Cockerline, PhD., New Evidence on the Value of Financial Advice, IFIC, 2012

3 IFIC. The Value of Advice Report, 2012.

4 VANGUARD. The Added Value of Financial Advisors, Toronto, 2014 and IFIC/POLLARA Inc. Canadian Mutual Fund Investors' Perceptions of Mutual Funds and the Mutual Fund Industry, Toronto, 2013.