Type of License: Chambre de la sécurité financière
Caroline Lalande, MBA, Fin. Pl.
The Vigilis Group is one of the largest independent group insurance and financial services broker in Quebec. Dedicated to professionals and small and medium sized business owners, we help our clients plan and secure their future in an ethical and responsible way.
Vigilis Financial Solutions – helping you align your actions with your values.
Stephane Morteau
Mission and Value:
Simplicity | Listening | Solution
Our mission is to listen to you, explain financial concepts in plain language and develop strategies and solutions suited to your needs.
I have been working in the financial industry since 1988 and I have been a mortgage broker with Hypotheca, Agence Hypothécaire Inc. since 2001.
My team and I will revise your customized plan on an ongoing basis to help you meet your life goals. This is an ever-evolving process, because life is a unique adventure.
“Hope is not a strategy…”
Natalie Grignon
Natalie Grignon, RIAC, CDFA®, CIM® est conseillère en placement. Elle est dans le domaine financier depuis plus de 17 ans et elle détient plusieurs Licences, tel que Assurance Vie de l’Autorité des marchés financiers, Valeurs mobilières et options de l’OCRCVM. En tant que Certified Divorce Financial Analyst, elle travaille avec les avocats et médiateurs pour faire l’analyse financière des divorces. Sa passion est l’éducation financière est la raison de ses ateliers et son livre Richesse 101 pour ados. Elle a 3 enfants et elle consacre beaucoup de son temps en tant que bénévole pour une école sur la Rive-Sud.
Jennifer Rankin
Rajiv Bissessur
As Responsible Investment Specialist and member of the RIA, I help my clients achieving their financial goals along with their values.
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Gleb Troubetskoi Pl. Fin. CIWM
I’m a human, just like you.
And I’m dedicating my life to making this world a better place for my family, for yours and for all life on earth. I do this by helping positive change-makers and conscious consumers secure their financial freedom, in alignment with their values, so that together, we can focus on making this world a better place, for all.
I accomplish that by applying a rigorous process that starts by listening and understanding your needs, values, aspirations and concerns and ends in a follow-through of the action plan so that your life adventure is full of meaning, freedom and success; without a doubt.
If our values align, I can help you:
1. Get a sense of certainty in your today and your future by getting a complete Wealth Plan done for you.
2. Reduce or Eliminate anxiety associated with market fluctuations by enhancing your traditional portfolio of stocks and bonds with Alternative investments.
3. Align your money with your values without sacrificing your Rate of Return, through SRI (Socially Responsible Investments).
4. Get more from your business through smart business planning.
My experience of over a decade, dealing with more-or-less complex people, couples, families and financial situations, has taught me 3 inalienable truths:
1. It’s not because a problem is complex that the solution must be complicated.
2. Managing wealth with short term view, creates short lived results.
3. Shit happens. Be ready.
In today’s world, life comes at you very fast. And regardless whether you’re looking to build a bigger next egg, plan to retire, protect lifestyle at all stages, create a legacy, or sharing-caring with your community; life changes and market movements can alter and sometimes derail those plans. Whatever your situation, being prepared is the only thing that can provide independence, flexibility and comfort through those changes. Are you prepared?
Marc Alarie
Mutual fund dealer
Insurance broker