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.
Our services provide a complete solution
I offer solutions from our wide range of products and services that are designed for your reality and financial situation. These include insurance for individuals (travel, life, mortgage, etc.) that can be adapted to your needs. I draw on my expertise in banking solutions and investing to find a solution that works for you. You can supplement your protection plan with mortgage services or other helpful services for facing major life events.
If you are currently planning your retirement, there is also a comprehensive range of personalized products to help. To put it simply, I’m here to guide you in finding the solutions you need for peace of mind and to plan for the important stages of your life. Don’t hesitate and get in touch now.
