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Mathieu Guilbault

Mathieu Guilbault

  • Conseiller en sécurité financière
  • Représentant en épargne collective
  • Planificateur financier

Altitude Conseils Financiers inc.
Cabinet de services financiers

235, rue Hériot, bur. 435, Drummondville (Québec)  J2C 6X5

T : 819 477-5300 poste 244  |  F : 819 477-0552
C : 819 816-8210  |  SF : 1 800 263-5300
mathieu.guilbault@sfl.ca

Diplômé en Fiscalité (McGill), Finance (Concordia) et de l'IQPF en Planification financière (Laval).

Planificateur financier, fiscaliste et conseiller en sécurité financière, Mathieu a développé une expertise pour les entrepreneurs, professionnels, pharmaciens et médecins.

Il offre des services de gestion de patrimoine et planification financière intégrée chez Altitude Conseils Financiers, cabinet de services financiers. Travaillant auprès des entrepreneurs depuis 2007, il a développé une forte expertise afin de bien comprendre et cibler leurs besoins spécifiques. Son approche se démarque grâce à son accessibilité, sa simplicité et sa proactivité. Le monde de la finance est très complexe. Par son travail, il aide ses clients à mieux comprendre les aspects financiers afin de prendre de bonnes décisions, bien gérer les risques et proposer les stratégies financières et fiscales adaptées à leurs situations.

Il est membre de l'Association de Planification Fiscale et Financière (APFF). Il possède un très bon réseau de contacts de professionnels dévoués (notaires, avocats, fiscalistes, comptables, etc.).

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.

 

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.

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.