SFL Westmount Financial Centre

because behind every legacy, there is

a story, a life and dreams


    

Meet with an advisor

AN INTEGRATED APPROACH TO WEALTH MANAGEMENT YOU ARE UNIQUE. YOUR STRATEGY SHOULD BE TOO.

Tell us about the future that you dream of, and we will help you prepare for it, plan for it and finance it so that you can live it to the fullest.

ELITE ADVISORS FOR DEMANDING CLIENTS TRUST ABOVE ALL

Our advisors are professionals who combine passion and competence for their clients’ success.

A BOOST FOR YOUR CAREER AS AN ADVISOR ADD YOUR TALENT TO OUR TEAM.

Our door is always open to dynamic advisors who share our vision of business and commitment.

At your side since

1998

The SFL Westmount Financial Centre is an independent financial services firm that specializes in wealth management and is affiliated with SFL partner of Desjardins Financial Security, a national financial products and services distribution network .  Whether you are an individual, a self-employed person or a business leader, we support you in creating, managing and enjoying your wealth.

Learn more about SFL Westmount

ALWAYS AT THE FOREFRONT

The SFL Westmount Financial Centre, its management team and its advisors provide their leadership through a number of financial agencies and professional associations, both in Quebec and elsewhere in Canada.

En savoir plus

OUR VALUES

Every day, we combine professional innovation and personal achievement to assist, guide and support those who put their trust in us to succeed.

En savoir plus
1

The client

The client is our raison d’être. To meet their needs and expectations, we create integrated, customized and progressive solutions, always taking an overall approach.

2

Entrepreneurship

We consider the entrepreneurial spirit to be the basis for success, and we are committed to supporting our advisors in developing their client base.

3

Integrity and loyalty

Trust and integrity are central to all our business relationships. With our employees, advisors and partners, we encourage and demand mutual respect and reciprocal loyalty.

4

Professionalism and competence

From rigorous recruiting to support services, including continuing education, the firm makes every effort to have its advisors be able to stand apart through their level of expertise, competence and professionalism.

OUR NETWORK

THE STRENGTH OF A LEADER THAT EXISTS EVERYWHERE, THE INDEPENDENCE OF A LOCAL FIRM

As a member of the SFL Partner network of Desjardins Financial Security, the SFL Westmount Financial Centre has access to a multitude of insurance and savings products. Mutual funds products are distributed by SFL Investments Financial services firm. This enables us to create a unique solution for each client that is completely objective.