About us

8 good reasons to choose Partenaire-Conseils Groupe Financier & Gestion Privée

1. Our team. First and foremost, our financial advisors and planners are partners to help you succeed in your life and business projects.
2. 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.
3. 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.
4. 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.
5. 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.
6. Our excellence. Our firm has received many awards for its best practices.
7. Our transparency. Our job is to guide you to the management fee options that are right for you.
8. Our network. Our independent firm benefits from SFL Wealth Management, partner of Desjardins.

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.