What we enjoy about our work is gaining an understanding of your financial situation so we can help you grow your business.
A team of financial planners with a personal touch and innovative custom solutions
Our services
Getting to know you is the first step toward successful financial planning.
Insurance
What would happen to your business and financial assets if you were to suddenly die? Have you made arrangements for insurance to protect your family and your employees? Have you thought about succession planning for your business?
Financial Planning
When will you reach your financial goals? We can answer that question for you. Our financial consultants take great pride in providing guidance and understanding every aspect of your financial situation.
Savings and Investments
Do you have an investment plan that’s in tune with your values? Have you set short, medium and long-term financial goals? Will the investments you’ve selected grow your family and business wealth?
Financial Planning
When will you reach your financial goals? We can answer that question for you. Our financial consultants take great pride in providing guidance and understanding every aspect of your financial situation.
Insurance
What would happen to your business and financial assets if you were to suddenly die? Have you made arrangements for insurance to protect your family and your employees? Have you thought about succession planning for your business?
Savings and Investments
Do you have an investment plan that’s in tune with your values? Have you set short, medium and long-term financial goals? Will the investments you’ve selected grow your family and business wealth?
Our clients trust us
«Professionalism, Responsiveness. Very good service received from my advisor Steeve Queenton from R.E.G.A.R. Courteous and prompt service.»
- Mario Dionne
«An exemplary service coupled with an amazing advisor (Laurie Bossé) for my finances. Thank you»
- Isabelle Tremblay
About us
Your financial health, our expertise
Taking care of your finances is a challenging prospect. But doing it right can help you turn your dreams into a reality. Our experts provide advice that’s tailored to your situation, whether you’re a business owner, a professional or self-employed. We look after your hard-earned wealth with the same care we’d take with our own family.
Learn more about our financial group
Solid financial planning expertise
Advice tailored to your financial situation
Full coordination between your personal and business finances
Our team
Services under one roof and limitless ambition
Financial advisors, actuaries, chartered financial analysts (CFA), financial portfolio managers: all under the same roof. Which means that at RGP, nothing is left to chance.
See the team
*Mutual funds are distributed through SFL Investments, financial services firm (725 LEBOURGNEUF BLVD, SUITE 420, QUEBEC CITY, QC, G2J 0C4). SFL Investments is a business name of Desjardins Financial Security Investments Inc., a financial services firm.