8 good reasons to choose Partenaire-Conseils Groupe Financier & Gestion Privée
- Our team. First and foremost, our financial advisors and planners are partners to help you succeed in your life and business projects.
- Our vision. Because our professionals see far ahead, they offer you a structured and personalized action plan to achieve your goals, while evaluating your situation in real time and anticipating your future needs.
- Our rigour. We take the time to assess your situation and needs properly before proposing strategies and implementing a financial plan that will contribute to your financial success.
- Our global approach. We take a comprehensive view of your assets, consider all the factors that may impact your life or business and collaborate with the professionals who make up your network.
- Our commitment. Our team is committed to working with you to build a long-term trust relationship and supports community initiatives that help improve people’s quality of life and health.
- Our excellence. Our firm has received many awards for its best practices.
- Our transparency. Our job is to guide you to the management fee options that are right for you.
- Our network. Our independent firm benefits from SFL Wealth Management, partner of Desjardins.
The best way to predict the future is to create it.
Author and theoretician
Reasons to retain an advisor
Think significant financial means are required to retain an advisor? This misconception may explain why 53% of Canadians don’t have a financial plan.1 The truth is, whether you’re a young adult just starting to save, an early retiree, the head of a household, an early retiree or a working professional, our advisors are there to guide you through a complex financial world and help you achieve your goals.
1Ipsos Reid survey, November 2015.
Here’s why you can put your trust in us
In business since 2002, our independent firm is well established and enjoys an excellent reputation with its clients and within the financial services industry. We have always made it our duty to respect the ethical rules and standards of conduct of the various financial authorities. We work hard every day to earn your trust. And we’re proud to have received several awards from our industry for our best practices.
Partenaire-Conseils Groupe Financier & Gestion Privée: A lever for your success
A strong financial network
Our independent firm is associated with SFL Wealth Management, partner of Desjardins, and our mutual fund representatives are affiliated with SFL Investments, a financial services firm.
Financial products recognized worldwide
We have access to the a large fund companies and top portfolio management specialists.
- Fidelity Investments
- Manulife Investments
- Franklin Templeton Investments
- TD Wealth
- Manulife Private Wealth
- Desjardins Private Wealth
- Desjardins Securities
- And many more
A network of experienced specialists
Our team draws on the expertise of various professionals to assist in its legal, tax and financial procedures (accountants, tax specialists, actuaries, notaries, lawyers, mortgage brokers).*
*Services offered through a referral agreement with our partners.