At ProPatrimoine, we believe that each of our clients has the potential to realize their dreams and projects if they are well accompanied.

As financial advisors, we are strategically positioned to offer you personalized solutions at every stage of your life, thanks to our global and objective vision of your wealth.

Trust and communication being the basis of a solid and lasting relationship, we make it our mandate to be accessible and proactive in order to be there when you need us the most.

We are an affiliated firm of SFL Gestion de Patrimoine and Desjardins Sécurité financière Réseau indépendant. All advisors who act under our banner are independent.

We have access to Desjardins Insurance products, as well as a wide range of products from major Canadian insurers and over 80 mutual fund companies, which allows us to offer you the best on the market according to your needs.

Our Team

Jimmy Bourgoin - Associate

President - Mutual Funds Representative, Financial Security Advisor

Daniela Altgauzen - Associate

Vice-President, Administration and Compliance - Mutual Funds Representative, Financial Security Advisor

Alexis St-Hilaire, Pl. Fin. - Associate

Vice-President, Wealth Management - Mutual Funds Representative, Financial Security Advisor

Rania Lahsaini

Administrative Assistant

Because we know that two heads are better than one, we are convinced that a diversified team of professionals is able to offer a more complete, efficient and continuous service thanks to the knowledge sharing, communication and stability of its members.

Each day, we help our clients achieve their goals, plan for the purchase of their first property, create and protect their business, plan for their children's education, their retirement and their estate.

Our team is composed of financial advisors and planners as well as a mortgage broker to offer you a financial strategy covering all aspects of your life. In addition, when the complexity of your situation requires it, we can call upon an experienced team of notaries, lawyers and tax specialists whose expertise extends to all areas of wealth management.