At Sylvie Lefebvre & Associates, our core belief is that financial success is deeply rooted in a long-term focus. That’s why we focus on building lasting relationships with clients and their families.
As a fully bilingual (English and French) advisory team, we work with a limited number of families to help them achieve their diverse goals through sound financial planning.
Our team works closely together and takes time to fully understand your vision of wealth, personal values and life principles. Through compassionate and attentive listening, we strategically align your plan to build and protect your wealth, family estate goals or business success.
We continuously revisit your personal financial plan, because your goals and the markets are always evolving.
Our financial planning expertise helps clients easily understand their complex financial issues. When you work with us to quarterback your plan, you will also work with our full team of specialized advanced financial planning experts in tax, estate and corporate planning.