SFL Investment

Wealth Management

Your dreams and projects are accumulating and the management of your wealth seems more complex? Our Wealth Management team, composed of mutual fund representatives attached to SFL Investments Financial Services Firm, is committed to offering you the best possible solutions to optimise your financial situation!

You can benefit from personalized investments strategies.

Investments

  • Management of personal and corporate portfolio
  • Investment policy
  • Portfolio analysis and recommendations
  • Accumulation and pay-out strategies
  • Pension plan

Comprehensive personal plan

  • Retirement plan
  • General fiscal planning
  • Estate planning
  • Business planning
  • Philanthropy

Our Wealth Management team is commited to offering you personalized periodic reviews.

Contact-us

SFL Investments Financial Services Firm
394, Maloney West blvd.
Gatineau, Quebec
J8P 7Z5

Desjardins Financial Security Independent Network and SFL Partenaire de Desjardins Sécurité financière now have more than 1,600* independent advisors and partner firms across the country, and more than 40 financial centres. They draw on a broad range of products from major Canadian insurers, Desjardins Insurance** and more than 80 mutual fund companies***

*As of March 31, 2016.

**Desjardins Insurance refers to Desjardins Financial Security Life Assurance Company, a provider of life and health insurance and retirement savings products.

***Offered by mutual fund representatives on behalf of SFL Investments.

****SFL Investments is a business name of Desjardins Financial Security Investments inc.

Take advantage of PPTA's offer

  • Save 25% to 50% on your group insurance premiums with the Vias Concept
  • Update, secure and manage all of your financial coverages
  • Have expert claims management
  • Take advantage of innovating cost-control solutions, plan for the unexpected, and maximize your assets