OVER 35 YEARS OF EXPERIENCE IN THE FINANCIAL FIELD

In 1984, Yves began his career as a financial security advisor with London Life (now Canada Vie). In 1997, he obtained his license to practice as a group savings representative. A few years later, in 2006, Yves founded his financial services firm on the North Shore of Montreal under the name Les Services Financiers Yves St-Denis.

At the start, Yves focused his practice on personal insurance, then carried out many mandates in the field of investment such as, in particular, retirement planning and individual savings as well as advisory services in group retirement plans.

Over the years, Yves has developed solid expertise in wealth management and has decided to team up with efficient and thorough partners in order to offer high quality service to his clients.

Subsequently, in 2018, his daughter Alexe began her career in the financial field as a financial security advisor and group savings representative.

In 2020, the firm then became Stratèges Gestion De Patrimoine, a family business uniting experience, dynamism and reliability.

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OVER 35 YEARS OF EXPERIENCE IN THE FINANCIAL FIELD

In 1984, Yves began his career as a financial security advisor with London Life (now Canada Vie). In 1997, he obtained his license to practice as a group savings representative. A few years later, in 2006, Yves founded his financial services firm on the North Shore of Montreal under the name Les Services Financiers Yves St-Denis.

At the start, Yves focused his practice on personal insurance, then carried out many mandates in the field of investment such as, in particular, retirement planning and individual savings as well as advisory services in group retirement plans.

Over the years, Yves has developed solid expertise in wealth management and has decided to team up with efficient and thorough partners in order to offer high quality service to his clients.

Subsequently, in 2018, his daughter Alexe began her career in the financial field as a financial security advisor and group savings representative.

In 2020, the firm then became Stratèges Gestion De Patrimoine, a family business uniting experience, dynamism and reliability.

Contact us

OVER 35 YEARS OF EXPERIENCE IN THE FINANCIAL FIELD

In 1984, Yves began his career as a financial security advisor with London Life (now Canada Vie). In 1997, he obtained his license to practice as a group savings representative. A few years later, in 2006, Yves founded his financial services firm on the North Shore of Montreal under the name Les Services Financiers Yves St-Denis.

At the start, Yves focused his practice on personal insurance, then carried out many mandates in the field of investment such as, in particular, retirement planning and individual savings as well as advisory services in group retirement plans.

Over the years, Yves has developed solid expertise in wealth management and has decided to team up with efficient and thorough partners in order to offer high quality service to his clients.

Subsequently, in 2018, his daughter Alexe began her career in the financial field as a financial security advisor and group savings representative.

In 2020, the firm then became Stratèges Gestion De Patrimoine, a family business uniting experience, dynamism and reliability.

Contact us

OUR SERVICES

Stratèges Gestion De Patrimoine specializes in five main areas of financial security. Discover each of them!

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