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About us

SFL Wealth Management is a financial products and services distribution network that focuses on wealth management. Our offices are located in the Greater Montreal area in Westmount and Laval. Our teams offer personalized assistance to help you meet your wealth management needs through life’s different stages. Whether you’ve got big plans on the horizon or are dealing with the unexpected, the independent advisors affiliated with our network are there to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading cooperative financial group in Canada, while benefitting from the expertise of our multi-disciplinary team.

 

Our know-how

Our offices, located in the Greater Montreal area, stand out for the skill and professionalism of our advisors, who are dedicated to helping you succeed. Their commitment and performance are reflected in the many awards and distinctions we receive from the industry every year.

Your full potential

Our advisors work with clients from all walks of life: young people beginning their careers, families with children of various ages, self-employed professionals and those approaching retirement or currently enjoying it. What they all have in common is a desire to strive to their full potential.


 

Our history

Since 1998, we have been successfully serving our clients and the greater community.

 

Merged with the Agence le Carrefour to create the Maisonneuve SFL financial center.

The centre aquires the Pointe-Claire financial centre and the Downtown Eaton Advisors’ Association.

The management of the SFL Mainonneuve centre opens a new satellite office located in Laval on Daniel-Johnson Boulevard.

SFL Maisonneuve’s main office moves to 4150 Sainte-Catherine West Street in Westmount.

The SFL Mainsonneuve financial centre changes its name to SFL Westmount financial centre.

The SFL Westmount centre merges with the Montréal-Metro office on Beaubien Street and the Vieux-Montréal office on McGill Street to create a cluster in Montreal. The SFL network Partner of Desjardins Financial Security becomes SFL Wealth Management the same year.