Finances near Quebec QC (561 Result(s))

As a financial security advisor, I put people first. My goal isn’t to sell products, but to help you understand, plan, and move forward with confidence. Together, we take a complete look at your situation—your goals, projects, and reality—to build a clear, simple plan tailored to your pace. With no pressure and no complicated jargon, I guide you in making informed decisions and structuring your finances effectively. Whether you’re just starting out, self-employed, or looking to better organize your finances, my role is to simplify the process and support you toward a more stable, secure future.

Simon Gauvin-Létourneau is a proactive financial planner who designs Living Plans that are personalized, adaptable, and centered on your goals. His approach goes beyond the numbers: he helps you optimize retirement strategies and grow your wealth with clarity and confidence. With his expertise and attentive listening, each plan reflects your unique needs and adjusts to the changes in your life. Whether you are preparing for retirement, protecting your family’s future, or seeking to maximize your investments, his mission is to ensure your financial well-being today and for the years ahead.

Hello, I am a Financial Security Advisor attached to the Québec South Shore agency. I made the transition into the financial services industry to support and guide people of all ages in achieving their goals while helping them protect their wealth. I am passionate about sharing my knowledge and strive to bring value to every meeting with my future clients. I am also a dedicated father who is actively involved in my community, whether through sports or nonprofit organizations in my region. In both my personal and professional life, I uphold values such as honesty, respect, and active listening. I look forward to connecting with you! I am duly certified with the Autorité des marchés financiers.

With experience acquired since 2021 in the financial services industry, I chose to join the Sainte-Foy agency of iA Financial Group in order to offer the high quality services of a leading company in personal insurance. Over the years, I have built strong relationships based on trust and integrity with my clients. I hold a Master’s degree in Public Administration from ENAP, and my background supports every aspect of financial planning. I am committed to working with you to find insurance and savings solutions that are well suited to your needs and that will evolve with you through every stage of life. As a professional duly certified by the Autorité des marchés financiers (AMF), I invite you to verify the validity of my certificate directly with the Authority.

At IG Wealth Management, we are committed to helping you achieve your short and long-term financial goals through comprehensive planning. We believe that building a long-term relationship is the best way to help you and your family achieve all your goals, at every stage of life. I lead a team of financial planning professionals focused on client outcomes and service excellence. My role is to provide our IG Advisors with the financial planning expertise and tools they need to best help you. To this end, I provide them with professional assistance, for example, in-depth training, coaching, or simple encouragement. Would you like to go into business for IG Wealth Management? Would you like to have an advisor recommended to you? Would you like to discuss the IG Living Plan? Contact us!

Patrick Bernard, Financial Security Advisor affiliated with St-Laurent Services Financiers Ltée, supports professionals, families, and entrepreneurs in building personalized financial strategies. His human-centered, independent, and structured approach is based on a deep understanding of each client’s goals and circumstances. He provides ongoing, adaptive follow-up to align financial plans with life’s evolving stages, helping clients optimize savings, reduce taxes, and achieve long-term financial security.