Jacques Lépine Email & Phone Number

My post-secondary studies (Bachelor’s degree & D.E.C. Commerce) combined with over a decade of working experience as a golf instructor and Class A Golf Professional (Canadian P.G.A.) have prepared me for a successful career as a financial security advisor. As a conscientious advisor I’m committed to meeting my clients in person, in order to assess their financial situation and identify their particular financial security needs. I develop succinct and tailored solutions, through the application of a variety of asset management and personal insurance solutions. My goal is to be a partner to my clients, helping them to protect, reinforce and grow their asset base going forward.Apart from my affiliation with SFL Wealth Management and SFL Investments, I have developed relationships with a network of professionals who are experienced and specialize in legal, accounting, tax (international & domestic), mortgage, estate planning and group insurance spheres. Their input is invaluable.My committment is to offer a superior financial security planning experience to my clients through a transparent, industry-compliant and professional practice. I look forward to the opportunity to earning your confidence and your loyalty!

Listed skills include Investissements, Fonds Mutuel, Coaching, and Assurance.