Antony Lessard, B.A.A.

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
antony.lessard@valeo.plus

*Phone: 418 658-7382 poste 303
  

ADN Gestion de patrimoine
Financial Services Firm

697, Emeraudes Avenue, Sainte-Marie (Québec) G6E 0H5

 

 

antony.lessard@sfl.ca

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.

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.