Major life events
Life is made up of important stages where you grow, learn and have incredible experiences. Having a seasoned advisor will help you make sure to get the most out of life!
Services and expertise
With our expertise and advice, we can help you manage your financial situation.
We are here to help you with your wealth management.
Le phare
Your representatives
A bright future, assured safety: be the beacon of your success.
We have the experience and expertise necessary to guide you in achieving your financial goals.
As independent financial advisors, we have access to a diverse range of products from multiple financial services companies. Being free from any restrictions tied to a single company, we can find financial solutions that best suit your needs. Additionally, to provide you with the most informed advice, we always keep our knowledge up to date.
In partnership with Financière Horizons, GASQ in Group Insurance, Plani-Prêt Real Estate Brokers, Sécuriblobe, travel insurance HORQ009.
You can now make Teams bookings and manage appointments using our booking page.
Lucie Coursol
With over 30 years of experience in financial services, I have held key positions in financial planning, life insurance, and investments.
My role as an investigator at the Chambre de la sécurité financière in Montreal for nearly 10 years allowed me to verify compliance with professional practices and recommendations for financial products.
I maintain a high level of expertise in the legal, tax, and technical aspects of the financial sector, demonstrating my commitment to professional excellence and my constant desire for improvement.
Bernard Talbot
Throughout my career, I have dedicated my efforts to financial services, focusing on the financial security of my clients. In 2012, I founded Le Phare (Planning, Heritage, Insurance, Income, Evaluation) Inc., marking my commitment to providing high-quality financial and estate planning services. Prior to establishing Phare Inc., I gained significant experience as a manager and consultant within reputable financial institutions.
My mission has always been driven by my desire to ensure the financial stability of my clients. I continuously strive to keep my knowledge up-to-date in the legal, tax, and technical aspects of financial products and services, in order to offer personalized advice to help them achieve their long-term financial goals.
Financial advice for tailored solutions
Each financial situation is unique and merits its own careful consideration. My personalized advice provides an accurate picture of your situation. I take a people-oriented approach so that you can enjoy peace of mind when it comes to your finances. As it is always recommended that you closely follow your stock market investments, my advice will help you do so while ensuring their sound management.
After thoroughly reviewing your finances, I can recommend the right next steps to grow your portfolio. My expertise in the field ensures you explore the best avenues for getting the most out of your investments. Don’t delay and discover a range of products and services to benefit every aspect of your finances. Browse the different pages for more information or contact me now.
