We will guide you to good harbor.
And, We’ll take the journey with you.

OUR SERVICES

We offer a full range of financial services to meet the needs of a diverse clientele.

A PERFORMING TEAM THAT GIVES RESULTS

François Saumure - Conseillers en sécurité financière - Symbiose - Gestion et protection du patrimoine

FRANÇOIS SAUMURE

Financial Security Advisor
Investment Representative

He began his career as a financial security advisor with Freedom 55 Financial in 1998. He holds the necessary permits to serve his clientele in both Ontario and Quebec, helping them protect their assets with strategies that combine life insurance, critical illness And disability. Its great strength is to popularize and simplify what customers normally have difficulty grasping because of financial jargon. He is very motivated by the well-being of people and is very keen on their financial success!

Martin Leduc - Conseillers en sécurité financière-Symbiose - Gestion et protection du patrimoine

MARTIN LEDUC

Financial Planner
Financial Security Advisor

Investment Representative

 

He began his career in financial services in 2007. He holds the title of Financial Planner. He started his first business at the age of 16. He always seeks to deepen his financial knowledge to better serve his clients, mainly in advanced financial strategies. He is well known for explaining and popularizing what clients often have more difficulty grasping. He has made several presentations on how to use insurance products for foundations and contractors.

Adjointe ymbiose - Gestion et protection du patrimoine

LYANE PROVOST

ADMINISTRATIVE TEAM
To contact us : 819-307-7477
Kariane Pion Adjointe Symbiose - Gestion et protection du patrimoine

KARIANE PION

ADMINISTRATIVE TEAM
To contact us : 819-307-7477

Did you know that Canadians with a financial security program…

Feel better equipped to cope with financial emergencies? 60%
Consider being more able to save more money? 62%
Consider to be on the right track to retire when they want to? 50%
Source : Financial Planning Standards Council, www.fpsc.ca, The value of Financial Planning

How we work with you

Plan updates
And monitoring
Ongoing adminstrative support
Monitoring the plan's implementation
Updating the plan, if necessary in the event of a change in objectives
Current situation Assessment of the current situation (Completing a form)
Making together your financial portrait and establishing your investor's profile
Goals Defining your short, medium
and long term goals
Discussing your retirement plans,
and estate process if you wish
Analysis Analysing your current situation vs your goals
Providing solutions based on the results of the analysis
Solutions Discussing the advantages and disadvantages of each possible solutions
Implementation
of the plan
Establishing a plan
Initiating the process and
creating an implementatin timeline

Every situation is different. Getting to know yourself becomes essential. We will take the time to analyze your needs in light of your goals. Our many years of experience, allow us to offer you a variety of services. Whether we talk about Retirement, Succession, Investments, Financial Strategies, we are the right team for you.

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CONTACT US

31 Gréber Bvd
Gatineau, J8T 3P4

Phone: 819-307-7477
Fax: 819-307-4508
Email: info@sgpp.net
Web: https://www.sgpp.net

The information on the website is for residents of Quebec and Ontario only.
* The use of electronic mail is not a secure means of transmitting data. Therefore, personal information should be transmitted more securely.