Thomas Jolin has been providing financial advice and developing financial strategies for over 16 years. He specializes in investments and retirement planning and shares his knowledge on financial situations requiring high-level analysis. Thomas has a BBA with a finance concentration and did graduate studies at Marquette University in the U.S. He worked at Desjardins before joining SFL Wealth Management in 2009. Thomas holds credentials as a financial security advisor. He’s also registered as a mutual fund dealing representative for SFL Investments, a financial services firm.

Jimmy Bouchard has been in the financial services industry for nearly 20 years. He specializes in risk management and insurance and regularly shares his extensive knowledge and experience on files requiring qualification in both areas. Jimmy has a degree in financial planning from Université Laval and holds credentials as a financial planner. He also holds credentials as a conseiller agréé en avantages sociaux (C.A.A.S), group insurance and group annuity plans advisor, and registered life underwriter (R.L.U.).

Philippe Vézina joined SFL Wealth Management in 2008 as a financial security advisor. He began working as a recruitment manager in 2011 before becoming our business development manager. Philippe knows the financial services industry inside and out and shares his knowledge and experience with the next generation every day so they can reach their full potential. He has a BBA and a salesforce management leadership certificate from Université Laval. Philippe is registered as a mutual fund dealing representative for SFL Investments, a financial services firm.

Maxime Boucher is a dynamic leader who’s been involved in the business world since he was 19. He has over 15 years of experience in the financial services industry, where he enjoys a sterling reputation, especially among the business community. He has built his reputation for excellence by focusing on relationships and results, which in turn drive business development. Here at our SFL Wealth Management office, he brings in people and processes to help us and our advisors reach their full potential. Maxime holds credentials as a financial security advisor and as a group insurance and group annuity plans advisor. He is also registered as a mutual fund dealing representative for SFL Investments, a financial services firm.

Dany Provost has over 25 years of experience in the financial services industry. An actuary by training, he has a graduate degree in taxation and is a chartered financial analyst (CFA). He specializes in tax and financial optimization. He has spent years researching and developing sophisticated, AI-based analysis tools that are the only ones of their kind in Quebec. Dany is also the best-selling author of Arrêtez de Planifier Votre Retraite, Planifiez Votre Plaisir and has the unique ability to make financial concepts understandable to the general public. He makes regular media appearances, writes a blog on lesaffaires.com and is a tax columnist for finance-investissement.com. Dany also holds credentials as a financial security advisor, a group insurance and group annuity plans advisor and as a mutual fund dealing representative for SFL Investments, a financial services firm.