Antony Lessard - DFSIN
Antony Lessard, B.A.A.
- Financial Security Advisor
- Mutual Fund Representative*
- Group Insurance and Group Annuity Plans Advisor
Groupe Valeo plus inc.
Personal insurance firm
725, Lebourgneuf Boul., Suite 401
Québec (Québec) G2J 0C4
Phone: 844 893-7376
Cell : 418-561-2686
Fax : 418 626-5161
Toll-free : 1 844 893-7376
*Phone: 418 658-7382 poste 303
ADN Gestion de patrimoine
Financial Services Firm
697, Emeraudes Avenue, Sainte-Marie (Québec) G6E 0H5
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.
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.
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.