Our professionals will work with your financial security advisor to give you personalized advice so you can achieve your goals.;
Thomas Jolin, BBA
Jimmy Bouchard, R.L.U., F.Pl.
Philippe Vézina, BBA
Dany Provost, B.Sc. Act., D. Fisc., CFA, F.Pl.
Maxime Roy, BBA
Francis Doyon, BBA
Jean Grégoire, B.S. Act.
René Gagnon, F.Pl., R.L.U.
René Gagnon has been with SFL Wealth Management for over 30 years. He specializes in insurance and shares his experience on insurance files involving our preferred partner, Desjardins. Insurance1. He assists our partner advisors and provides day-to-day support and training. René has a bachelor of science in business administration with a finance concentration and is also a financial planner and registered life underwriter. In addition, René holds a mutual fund dealing representative licence for SFL Investments, a financial services firm and also holds credentials as a financial security advisor.
1Desjardins to Desjardins Financial Security Life Assurance , a provider of life and and retirement .