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Important message for our clients Learn More

A plan designed just for you

We start by asking you about your goals. Then, we talk about your concerns and the things that matter the most to you. Once your advisor knows what you’re striving for, they can create a comprehensive plan for your future that will bring your goals into focus while minimizing the impact of any curveballs that life may throw you. Over the years, he will work proactively to recommend financial strategies that will keep your plan in step with your life and your needs. You can count on your advisor to help you protect your quality of life and that of your loved ones.

And with help from the wealth management team, your advisor will make sure that you’re using the right strategy—not just for this year, but for your life as it changes. Our comprehensive wealth management services cover.
 

YOUR PERSONAL FINANCES

Budget planning

Debt management

YOUR INSURANCE NEEDS

Life insurance

Living benefits

YOUR INVESTMENTS

Investment selection, investor profile and periodic reviews

Second opinion on your portfolio

Estate planning

Automated personal savings

Borrowing to invest

OPTIMIZING YOUR TAXES

General assessment

Analyzing how investment portfolios are taxed

Tax strategies while you’re living and for your estate

Government programs

YOUR RETIREMENT PLANNING

Determining your goals and needs

Risk management

Accumulation strategies

Payout strategies

LEGAL ASPECTS

Wills

Marriage

Common law union

YOUR ESTATE

Asset transfer upon death

 

 

 

MEET AN ADVISOR

Your SFL advisor will be pleased to meet with you. ​

 

Simon Turcotte, conseiller en sécurité financière rattaché à Services financiers Turcotte et Associés inc., Cabinet en assurance de personnes (6400, AV AUTEUIL 300 BROSSARD QC J4Z 3P5 Tél.: (514) 830-1185) Représentant en épargne collective rattaché à SFL Placements, Cabinet de services financiers (6400, AV AUTEUIL 300 BROSSARD QC J4Z 3P5 Tél.: (514) 830-1185)

Jean-François Drouin, conseiller en sécurité financière, conseiller en assurance et rentes collectives rattaché à Drouin Gestion Financière inc., Cabinet de services financiers (825, BOUL LEBOURGNEUF 500 QUÉBEC QC G2J 0B9 Tél.: 418 627-4447 x 242) Représentant en épargne collective rattaché à SFL Placements, Cabinet de services financiers (825, BOUL LEBOURGNEUF 500 QUÉBEC QC G2J 0B9 Tél.: 418 627-4447 x 242)

Dominic Paquette, conseiller en sécurité financière, conseiller en assurance et rentes collectives, planificateur financier rattaché à Partenaire-conseils groupe financiers inc., Cabinet de services financiers (655, PROM DU CENTROPOLIS, BUR. 215, LAVAL QC H7T 0A3, tel 450 973-2424) Représentant en épargne collective rattaché à SFL Placements, Cabinet de services financiers (3400, AVE JEAN-BÉRAUD BUREAU 120 LAVAL QC H7T 2Z2)