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:
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.
(418) 627-3963 Ext 364
Finances TI 360 inc.
Cabinet en assurance de personnes
1305. boul. Lebourgneuf, bur. 550
Québec (Québec) G2K 2E4
Phone : 418 658-8024
Fax : 418 658-1493
Phone : 418 627-3963 ext. 364*
e.chevrette@financesti360.com
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:
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.
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 bl, Nathalie Viennot-Briot, The Gamma Factor and the Value of Financial Advice, https://www.cirano.qc.ca/files/publications/2016s-35.pdf
2 COCKERLINE, Jon, Ph. D. Nouveaux éléments attestant la valeur du conseil financier, IFIC, 2012.
3 IFIC. La valeur des conseils, rapport, 2012.
4 VANGUARD. La valeur ajoutée des conseillers financiers, Toronto, 2014. IFIC/POLLARA Inc. La perception des investisseurs canadiens quant aux fonds communs de placement et à l'industrie des fonds communs, Toronto, 2013.