Financial planner, financial security advisor and mutual fund representative. A personalized, independent approach to your investments, your insurance and all of your financial goals.
Alexandre Long-Bélair, B.B.A., F.Pl.
Whether you want to grow your savings, protect your family or plan your retirement, I provide objective recommendations tailored to your reality.
Disciplined investment strategies aligned with your investor profile and your goals, through Investia Financial Services Inc.
An analysis of your protection needs and a search among leading insurers to obtain the best coverage at the most competitive rates.
An integrated, objective and personalized financial plan covering the seven areas of financial planning, supported by a formal report.
Like a family doctor, I listen before prescribing: a single point of contact who analyzes your overall situation and brings in the right experts, at the right time.
A complete picture of your situation: assets, debts, income, coverage, goals and investment horizon.
Objective strategies and recommendations based on your risk profile and your life goals.
Implementation, continuous follow-up and adjustments through every stage of your life, with full transparency.
At the centre of your financial team, I refer you to the right professionals and ensure your plan stays coherent.
A finance graduate of HEC Montréal, Alexandre holds the Financial Planner designation granted by the Institut de planification financière, as well as a financial security advisor licence. He acts as a mutual fund representative with Investia Financial Services Inc.
Passionate about sports and pushing his limits, he brings that same discipline to managing his clients' finances: rigorous analysis, consistent follow-up and transparency in every recommendation.
His independence allows him to search a wide range of products and insurers for the solutions that truly fit your situation — your interests first, always.
Financial Planning DiplomaBook a free, no-obligation first meeting. We will review your situation and explore together the solutions that suit you best.
A question about your investments, your insurance or your financial plan? Write to me and I will get back to you promptly.
Prefer to book directly? Schedule an appointment online.
Fax: 1 888 942-8898, ext. 106
