Guide people who care about their financial security by helping them achieve their dreams and life goals through a personalized approach to wealth management.


Our future is based on long-term relationships with our customers and employees. To ensure the longevity of our relationship, we are committed to mutual respect, integrity and high quality performance in the execution of our tasks. If your needs require the additional services of a third party,
we will find someone to do it.


Nathalie Terreault, A.V.C.

Financial Security Advisor
Insurance and Group Annuities advisor
Mutual Fund Representative *

With more than 28 years of experience in financial services, Nathalie stands out for her human approach and her desire to build long-term relationships based on trust and transparency.

The road to financial independence is often paved with decisive decisions. She is committed to being your ally in this adventure, by offering a service customized to your reality, your needs and expectations.

Her role is to support the team in the implementation of recommendations, while ensuring compliance with the compliance and practices of the firm that distinguishes it.

Daniel Blais, A.V.A

Financial Security Advisor
Insurance and Group Annuities advisor
Mutual Fund Sales Representative *

Daniel has worked in the financial field for more than 25 years, helping individuals achieve their personal financial goals and protecting their loved ones by offering products tailored to their needs. Over the years, he has held various senior positions in life insurance and retirement planning divisions of major Canadian insurance companies. Daniel has extensive experience and in-depth knowledge in wealth management, life insurance needs analysis and living benefits.

Carroline Collins Doucet

Administrative assistant

Working in the financial field since 2008, Carroline has built relationships of trust with customers. She ensures that they are treated with all the necessary attention to meet their expectations. Her constant dedication, rigor and sense of organization makes her an excellent ally on the team. With her expertise, she ensures the continuous improvement of administrative operations and customer service.

Anthony Forget, PI fin.

Financial Security Advisor

Group Insurance and Annuities Advisor

Representative in Collective Savings*

Standing out with his ambition, exceptional communication skills, and unwavering passion for his profession, Anthony epitomizes excellence as a financial planner. Driven by action, motivated by teamwork, honest, structured, caring, charismatic, and dynamic, he brings a unique energy to our team.

With a solid education and an impressive career in the financial services industry since 2015, Anthony is always abreast of the latest practices in advanced financial planning.

His passion for real estate and investment in general makes Anthony a versatile advisor capable of guiding you according to your specific goals, always ensuring to act in your best interest. His commitment to excellence and his desire to serve his clients with integrity make him a leader in the financial sector.

The positive influence of his father, also an advisor at SFL, was an essential source of inspiration at the beginning of his career. Today, Anthony proudly carries on his father’s legacy as a recognized and appreciated businessman in the Mont-Laurier region.

Louise Groulx

Analyst in plan design

Integrated financial plan

Representative in collective savings*

Espérance Kataba

Client relationship coordinator

Representative in collective savings*

* Mutual funds are offered by group savings representatives at SFL Investments, a financial services firm.