A team of financial planners with a personal touch and innovative custom solutions

What we enjoy about our work is gaining an understanding of your financial situation so we can help you grow your business.

Plan your finances and investments with us
https://rgpgestiondepatrimoine.com/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

Solid financial planning expertise

Advice tailored to your financial situation

Advice tailored to your financial situation

Full coordination between your personal and business finances

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

Thierry Dumas

Chief Financial Officer

Thierry Dumas - RGP Gestion de patrimoine

René Trépanier

Vice President Legal Affairs

René Trépanier - RGP Gestion de patrimoine

Mélanie Binette

Operations Administrative Assistant

Mélanie Binette - RGP Gestion de patrimoine

Cynthia Bélanger

Operations Administrative Assistant

Cynthia Bélanger - RGP Gestion de patrimoine

Marie-Andrée Huard

Customer Service Representative

Marie-Andrée Huard - RGP Gestion de patrimoine

Marie-Andrée Smith

Operations Administrative Assistant

Marie-Andrée Smith - RGP Gestion de patrimoine

Marie-Pier Durand

Operations Administrative Assistant

Marie-Pier Durand - RGP Gestion de patrimoine

Geneviève Parent

Accounting technician

Geneviève Parent - RGP Gestion de patrimoine

Maxime Genois-Girard

Financial Advisor, Mutual Fund Representative*

Maxime Genois-Girard - RGP Gestion de patrimoine
*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.