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Yann Gagnon, Yves Turgeon et Éric Goulet

Yann Gagnon, Yves Turgeon et Éric Goulet

  • Représentants autonomes
  • Conseillers en sécurité financière

Yann Gagnon, B.A.A
Représentant autonome
Conseiller en sécurité financière
Représentant en épargne collective*

444, Avenue Champlain
Disraeli (Québec)  G0N 1E0
T : 819 821-4991  |  C : 418 814-9508
F : 819 821-3692
yann.gagnon@sfl.ca

 

Yves Turgeon
Représentant autonome
Conseiller en sécurité financière
Conseiller en assurance et rentes collectives

444 avenue Champlain
Disraeli (Québec)  G0N1E0
T : 418 332 5582  |  F : 819 821 3692
yves.turgeon@sfl.ca

 

Éric Goulet
Représentant autonome
Conseiller en sécurité financière
Représentant en épargne collective*

444, Avenue Champlain
Disraeli (Québec)  G0N 1E0
T : 819 821-4991  |  C : 418 334-9813
F : 819 821-3692
eric.goulet@sfl.ca

Backed by a team of experienced professionals, which may include financial planners, notaries, lawyers and tax experts, We will do more than a basic review with you — We will 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, we are certain you'll have a clear picture of your finances, perhaps discovering opportunities you never thought were available to you.

 

Our professional practice is characterized by the values we hold dear:

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

We bring these values to every relationship in our practice.

We decided to work under the banner of SFL Wealth Management, one of the largest distribution networks of financial products and services in Canada, because we have access to many different financial companies. This allows us 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 our network proven financial stability and unmatched support.

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.