514.865.0740 psergerie@gfsinc.ca

WOULD YOU LIKE

TO KNOW WHAT

WE CAN DO FOR YOU ?

CREATE WEALTH WHILE PROTECTING YOUR ASSETS.

OPTIMIZE YOUR FINANCIAL, FISCAL AND ESTATE SITUATION.

PERSONALIZED FINANCIAL CONCEPTS FOR ALL TYPE OF PORTFOLIOS.

PEACE OF MIND.

PROTECT YOUR FAMILY.

CONCRETE SOLUTIONS

FOR INFORMATION

CLICK ON THE FOLLOWING LINKS:

⇒  ESTATE PLANNING

⇒  INSURANCE

⇒  INVESTMENT

⇒  LIFE ANNUITY

TESTIMONIALS

Jean-Pierre Raynauld

Jean-Pierre Raynauld

 

Patrice is my financial advisor since 2005 for my universal life product. I am so happy about that financial product in my global retirement and estate planning. He fit perfectly in my overall planning with my other advisors. He is always available to give up to date information. He knows how to simplify the contents and is a very passionate man. 

 Jean-Pierre Raynauld,55 years old –   Rheumatologist at the   CHUM  in Montreal

Christian Lemay

Christian Lemay

Patrice is my financial security advisor for my personal and corporate investments since 1988. He stands out especially with a personalized, professional and respectful approach to my needs.Patrice is dedicated and expert in a field that is constantly evolving and on some occasions unstable. With exceptional ethics, transparency and respect, Patrice offers me the peace of mind that I seek for myself and my estate.

  Christian Lemay, ex-officer in the Canadian Armed Forces and private   consultant in National security.

Élise Lavery

Élise Lavery

Patrice has been my financial advisor since 1989. He offers impeccable service and is always available. He knows his subject inside out and is able to explain it.

 Élise Lavery,executive secretary,   Caisse de dépôt et placement  du Québec.

Pierre Laurin

Pierre Laurin

Patrice was referred to me in 2001 and since that time, I subscribed to a variety of products and concepts in life insurance and retirement annuities and I am very happy of the overall results. It is necessary to all diversified portfolio. I am especially very happy to have a financial security advisor as efficient, friendly and competent like Patrice.

 Pierre Laurin,     75 years old –   ex-CEO at Merril Lynch Quebec   and headed HEC Montreal and   vice chairman of the board of   director at Quebecor Inc.

ADDRESS

5125 DE TRIANON

OFFICE 210

Montreal, Qc

H1M 2S5

 

514.865.0740