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To protect your wealth
Insurance & Investments
To Secure your Business
Pension plans, group insurance,
Protect the executives ...
To Plan Your Retirement
RRSP, RRIF, Annuities...
To Optimize Your Estate
Life Insurance, Investments, Taxation





For Professionals
Group and Individual Insurance,
Protections for Executives & Managers

Gestion financière intégrale :

Your reference in financial planning

We accompany you at every stage of your life and help you achieve financial freedom.

Our commitment is to offer you a personalized service and give you access to recognized specialists to help you meet all your needs.

planification financière

The values ​​that guide our actions:

Innovative • Receptive • Dedicated • Passionate • Honorable

Our offer of services, based on your needs

PROTECTION OF YOUR WEALTH

We assist you in creating and protecting your assets, for you and your family, by implementing sound financial planning.

  • Life insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Mortgage insurance
  • Long term care protection
planification retraite

RETIREMENT PLANNING

We are at your disposal to help you realize your dreams, to accompany you during the disbursement period of your assets, and to help optimize your results.

  • RRSP
  • TFSA
  • Locked-in annuity contract
  • RRIF
  • Annuity contract
  • Personalized retirement plan of action (forecasts and follow-up)

ESTATE PLANNING

We offer efficient management of your personal properties during your lifetime, and assist you to plan the distribution of your assets in an orderly manner upon your death, to minimize taxes.

  • Life insurance
  • Investments
  • Privileged access to a tax expert
services financiers pour PME et professionnels

SMEs AND PROFESSIONALS

We help business owners retain talent, protect their assets and plan for the company’s success.

  • Group insurance
  • Group pension plan
  • Individual pension plan
  • Life and disability insurance for the protection of owners and key persons

Our Team

Advisors

Philippe Fournier, B.SC., President

Philippe began his career in 2006 with Financière Liberté 55, where he became, 4 years later, Business Development Director for the Longueuil financial center. His results quickly set him apart, and he was chosen to lead the turnaround of the Sherbrooke and Trois-Rivières offices. Subsequently, Benoit Côté, with whom he enjoyed a strong professional relationship, invited Philippe to take over the reins of his financial services firm. And so it was that Philippe returned to his passion: helping business leaders thrive financially and ensure they have the best tools to face the competitive marketplace. Drawing on his holistic vision of financial planning, his integrity, rigor and sense of humor, he aims to offer the best possible service with a dynamic, professional team.

Benoit Coté, AVC, Financial planner

Benoit joined London Life in 1991. He was a Sales Director for four years before returning to his true passion of serving and helping clients achieve their financial goals. Benoit is also a recognized specialist in intervention with SMEs and business leaders. His areas of expertise are group insurance as well as all pension and protection plans (disability, life, critical illness) for this market. Benoit created his firm, Gestion Financière Intégrale, in 2006 to broaden his service offering and build a team to help him in servicing his clients.

France Darveau, AVC

France had started with La Confédération in 1990 as a Financial Security Advisor and joined London Life in 1992 also as a Financial Security Advisor. France has pursued several trainings to help SME owners at the development stage. As a generalist, her strength lies in retirement and estate planning. France joined our team in 2010.

Customer Experience Managers and Coordinators

Annie Lamothe, B.A.

Annie joined London Life in 1998. After holding a number of positions with London Life and Great-West Life, including a management position, Annie decided to join our team in 2008. She is responsible for the administrative department.

Sabrina Afounas

 Sabrina joins the team with over 13 years' experience in customer service. Recognized for her efficiency, thoroughness and human approach, she provides quality support to customers and internal teams alike. Her adaptability and organizational skills contribute to an exemplary customer experience.

Our Partners

Contact Us

Contact us for more information on our services.


2695 Montée Saint-Hubert
Saint-Hubert QC J3Y 4H6
Telephone : 450 672-3434
Toll free : 1 877 672-3434
Fax : 450 672-7979

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