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1 888 626-3089
One team, multiple areas of expertise
At Actif santé financière, we believe that quality support is based on collaboration, stability and trust.
By working with us, you benefit not only from the expertise of an advisor, but also from the support of a team that remains present to accompany you at every stage of your financial life.
Our strength: a team that remains present
Many of our clients have trusted us for many years.
By choosing Actif santé financière, you benefit from sustained support from an established and experienced team, capable of evolving with you through the different stages of your life.
What sets us apart:
✔ A stable and experienced team
✔ Long-term support
✔ Continuity of service even during absences or transitions
✔ Complementary expertise gathered under one roof
✔ A human-centered approach focused on your goals
Whether you are in Quebec City, Lévis, Montreal, the greater metropolitan area or elsewhere in Quebec, our financial security advisors, financial planners and savings specialists are there to assist you.
Meet our team
The professionals who support you
At Actif santé financière , each member of our team contributes to providing human, rigorous and personalized support.
Whether it's for financial planning, savings, insurance or administrative support, we work together to support you at every stage of your financial life.
Jean-Guy Lamontagne
President
Financial Security Advisor
Financial Planner
Group Insurance and Annuities Advisor
Representative in group savings with Investia Financial Services Inc.
Phone
418 476-3979 extension 3203
" Those who are crazy enough to believe they can change the world are actually the ones who do ." – Steve Jobs
François Lincourt
Transition Director
Mutual fund representative with Investia Financial Services Inc. / Registered with Investia Financial Services
Financial Planner
Financial Security Advisor
Phone
418 476-3979 extension 3206
" Being is more essential than having. The dream is to have what it takes to be ." – Frédéric Dard
Our support
Support that evolves with you. Advice tailored to each stage of your life.
Financial needs change over the years.
Starting your career, buying a property, the birth of a child, preparing for retirement or passing on your assets: our team is here to support you in each of your projects.
We favour a long-term relationship based on listening, availability and regular review of your strategy so that it remains adapted to your reality.
Our team can assist you with, in particular:
✔ Financial planning
✔ Personal insurance
✔ Savings and investments
✔ Retirement
✔ Family protection
✔ Strategies for entrepreneurs
✔ Transmission of heritage
Our financial security advisors, financial planners and savings specialists support clients in Quebec City, Lévis and throughout Quebec.
Why choose Actif santé financière?
Why trust our team?
A stable team
We focus on building lasting relationships and providing long-term support.
A personalized approach
Each recommendation is tailored to your specific situation and objectives.
A global vision
We consider your entire financial situation rather than just one product.
Complementary expertise
Our advisors and support team work together to provide you with consistent support.
Our financial partners
