About us

SFL Wealth Management is a financial products and services distribution network that focuses on wealth management. Our offices are located in Quebec City, Lévis, Trois-Rivières and Saint-Georges. Our teams offer personalized assistance to help you meet your wealth management needs through life’s many stages. Whether you’ve got big plans on the horizon or are dealing with the unexpected, the independent advisors affiliated with our network are here to help you make the right decisions for your finances. You can rely on the strength and reliability of Desjardins, the leading cooperative financial group in Canada, while benefitting from the expertise of our multi-disciplinary team.

 

Our know-how

We provide outstanding support to our partner advisors and stay up-to-date on the latest trends, market conditions, legislative changes and other factors that can affect your financial strategy. Our independent advisors receive extensive training so they can help you achieve your goals. 

Your full potential

We’re professionals in many aspects of wealth management, including business taxation, portfolio management and estate planning. Our advisors work with all kinds of clients, from business owners and incorporated professionals to senior executives. What they all have in common is a desire to strive to their full potential.


 

Our history

Our Quebec City, Lévis, Trois-Rivières and Saint-Georges SFL Wealth Management offices been growing, innovating and building unrivaled expertise for over 65 years.

 

Antoine Parent takes the helm of Union du Commerce, which will merge with Laurentian Life in 1970. Parent sets the vision for the Québec-Montcalm agency, our present-day Quebec City office.

It wins Agency of the Year in its first year under Parent and goes on to win it another 28 times, becoming one of the most prestigious agencies in the network and the insurance industry at large.

Yvan Boisvert and René Moisan are appointed co-managers of Québec-Montcalm. Their goal is to incorporate financial planning into the service offer, which will become the agency’s calling card. Meanwhile Richard Pépin is running the Québec Laurier agency, which isn’t directly owned by Laurentian but has an exclusive agreement to distribute its products.

Desjardins Life Assurance becomes Desjardins-Laurentian Life Assurance, and the SFL centre business model is established. Québec-Montcalm on Boulevard Hamel merges with Québec la Cité on Saint-Amable and becomes Cité de Montcalm.

Cité de Montcalm becomes an independent centre and acquires one centre in Quebec City and two in Trois-Rivières. The Québec Laurier agency is bought by the De La Capitale centre. Michel Landry, Charles-Étienne Giguère and Jean-Pierre Durand are appointed to lead Cité de Montcalm.

The De La Capitale centre merges with the Lévis-Appalaches centre and becomes SFL Des Deux Rives.

Durand retires, leaving Yvan Boisvert, Michel Landry and Maxime Boucher in charge of Cité de Montcalm.

Cité de Montcalm, which has a history of bringing in fresh talent, names four new assistant managers: Jimmy Bouchard, Stéphanie Caron, Thomas Jolin and Philippe Vézina.

The SFL Cité de Montcalm foundation fund is created. Its main mission is to give back to the community.

Cité de Montcalm buys a stake in the Iberville-Champlain centre in Brossard, its first location in Greater Montreal.

Des Deux Rives merges with Cité de Montcalm. Today it has over 210 financial security advisors, 86 million insurance policies in force and over $2.5 billion in assets under management. It’s one of the largest financial planning and financial services firms in Canada.

The SFL Cité de Montcalm financial centre becomes SFL Wealth Management – Quebec City | Mauricie | Appalaches.
The Executive Pension Plan is created.

The Fondation SFL Cité de Montcalm fund becomes the philanthropic fund of the Da Altera foundation. Its mission remains the same, allowing our advisors, administrative assistants and employees to give back through social development and other community causes. Among other contributions, it provides financial assistance to initiatives aimed at supporting children, seniors, families and sports.

Welcoming ASQ Consultants within the organization to ensure proper know-how in social benefits.

The One Stop Shop is created as a new service that helps our advisors find ways to optimize our clients' files.
The Executive Pension Plan becomes available to other Canadian provinces.

Inauguration of the new offices of the financial center in Lévis located at 1190B, Courchevel Street, in Saint-Romuald. This modernization phase highlights a new stage for the organization in order to facilitate the comfort, productivity and collaboration of all advisors, employees and partners.