Our approach to maximizing your finances.
Clarify. Explain. Educate. Interest.
This is what drives us every day to make managing your finances more accessible
and understandable.
Our story
Formerly known as Essor Gestion du Patrimoine since 2001, we created a new entity in 2022, called Actif Santé Financière. Having been part of the financial services ecosystem for over 21 years, our continued growth is attributable to our reputation as a firm that generates informed, fair and authentic advice for our clients.
Our story
Formerly known as Essor Gestion du Patrimoine since 2001, we created a new entity in 2022, called Actif Santé Financière. Having been part of the financial services ecosystem for over 21 years, our continued growth is attributable to our reputation as a firm that generates informed, fair and authentic advice for our clients.
Our goal for our customers
Achieve financial health with our expert advice.
How can we help?
By giving them a positive, rewarding and safe experience, thanks to our innovative financial solutions.
Our distinctive approach
Our approach differs from other financial services firms in that our proximity, rigorous follow-up and methodology push us to go the extra mile.
We’re committed to democratizing the financial industry, using clear language and simplifying sometimes complex information so that you can make clear decisions about your financial situation.
With Actif santé financière, you become the protagonists of your own finances, while being conscientiously guided through the possibilities of investments and personal insurance.
Our distinctive approach
Our approach differs from other financial services firms in that our proximity, rigorous follow-up and methodology push us to go the extra mile.
We’re committed to democratizing the financial industry, using clear language and simplifying sometimes complex information so that you can make clear decisions about your financial situation.
With Actif santé financière, you become the protagonists of your own finances, while being conscientiously guided through the possibilities of investments and personal insurance.
Our mission
Activate your financial potential
Democratize the financial industry and maximize our customers’ financial success by helping them make the right decisions to achieve their life goals.
Our promise to you
It’s important for us to be
clear, authentic and to offer a dedicated, rigorous and innovative customer service.
Our values
Authenticity
Integrity
Listening
Conviviality
Accountability
Expertise
Transparency
Accountability
Competence
Transparency
The Actif santé financière difference
“Actif santé financière wants you to succeed and gets involved in your finances, as if they were their own.
To help you achieve a positive financial health balance, the team members become your guides, coaches, teachers, mentors-in short, they accompany you and become an integral part of your daily life to help you reach your life goals.”