Our team of advisors
Access to a multidisciplinary team in life and health insurance, financial planning and investments to ensure a balanced and optimized portfolio.
We have integrity. We are dedicated. We are committed to our customers’ financial goals.
Our team of dedicated professionals
Join the Actif santé financière team
We are committed
Our team of dedicated and transparent advisors is committed to listening to your financial situation, dreams and interests.
In essence, we help you clarify your options for financial planning, life and health insurance, and investments.
Our approach to financial decision-making is clear and straightforward.
Do you enjoy simplifying, popularizing and getting people interested in finance? Why not take a look at the positions available on our team?
We are committed
Our team of dedicated and transparent advisors is committed to listening to your financial situation, dreams and interests.
In essence, we help you clarify your options for financial planning, life and health insurance, and investments.
Our approach to financial decision-making is clear and straightforward.
Do you enjoy simplifying, popularizing and getting people interested in finance? Why not take a look at the positions available on our team?
Here are the financial players who do everything they can to maximize your financial future.
Jean-Guy Lamontagne
President / Financial security advisor / Financial planner / Group insurance and annuity advisor / Group savings representative with Investia services financiers Inc.
The people who are crazy enough to think they can change the world are the ones who do.
– Steve Jobs
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Interested in the finance and insurance industry as a whole, Jean-Guy Lamontagne takes a step back to analyze the market and its trends at both global and local levels, and is passionate about the history of finance. This is why he is recognized by his peers for his expertise in the world of finance. In fact, he shares his knowledge with his staff and clients so that they can all benefit from what he has learned. He has been part of the financial landscape for over 45 years.
Investing is all about listening,” he often says.
Email
[email protected]
Phone
418 476-3979 ext. 3203
Charlotte Froment
PAA / Director of Strategy and Operations
Don’t let anyone rob you of your imagination, your creativity, or your curiosity. It’s your place in the world; it’s your life.
– Mae C. Jemison
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Charlotte’s aim is to implement current and efficient business strategies within the Actif santé financière team. With the company’s overall objectives at heart, she makes every effort to ensure the success of the various mandates she is called upon to carry out.
Email
[email protected]
Phone
418 476-3979 ext. 4404
François Lincourt
Transition Director / Group Savings representative with Investia Financial Services Inc. / Registered with Investia Financial Services / Financial planner / Trainee personal insurance advisor
To be is more essential than to have. The dream is to have reason to be.
– Frederic Dard
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Passionate about finance since his youth, attaches great importance to meetings with his clients. He is interested in their history, their dreams and their fears, in order to fully understand their needs and find the most suitable financial solution. Over the years, François has built financial product distribution teams for various companies, and he is currently taking on this challenge within Actif santé financière.
Email
[email protected]
Phone
418 476-3979 ext. 3206
Book an appointement
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Frédérik Simard
Financial planner / Mutual fund representative with Investia Services financiers Inc. / Registered with Investia Services Financiers
Analyze to better understand; Plan to better realize.
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Frédérik has been working in the field of financial planning for almost 25 years, and is very familiar with all the financial products on the market. His role is to analyze clients’ needs, and make pertinent recommendations in line with their financial situation and life goals. He then helps them implement these recommendations.
Email
[email protected]
Phone
418 476-3979 ext. 3422
Maude Boucher
Financial security advisor / Mutual fund representative with Investia Services financiers Inc. / Registered with Investia Services Financiers
The greatest gift you can give another is the purity of your attention.
– Richard Moss
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A native of the Saguenay region with nearly 35 years’ experience, she has a real ability to connect with people and listen to their needs. In addition to sharing her knowledge of life and health insurance and investments, she is always available to answer her clients’ questions.
Email
[email protected]
Phone
418 476-3979 ext. 3273
Micheline Rioux
Chartered Life Underwriter (C.L.U.) / Financial Security Advisor / Group Insurance and Annuities Advisor
Those who bring sunshine into the lives of others cannot keep it from themselves.
– Sir James Barry
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She wants to make the world of insurance intelligible and accessible, so that it’s easy to understand.
Customers are without doubt her priority, and she makes herself available to offer them all the support she can in matters of personal insurance.
With a wealth of experience and a knack for building relationships with her customers, she aims to meet and anticipate their personal insurance needs.
Email
[email protected]
Phone
418 476-3979 ext. 2171
Nancy Lajeunesse
Administrative Assistant
Life’s battles are not won by the strongest or the fastest, but by those who never give up.
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As well as being highly versatile, her motivation lies in the pride she takes in the teamwork she achieves. In addition to providing team support, she aspires to manage several projects simultaneously and efficiently.
Email
[email protected]
Phone
418 476-3979 ext. 3332
Caroline Harper
Administrative Assistant
Success isn’t about how much money you make, it’s about the difference you make in people’s lives.
– Michelle Obama
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Having worked in various financial sectors, including mortgages and group retirement savings for 35 years, Caroline loves challenges and diversity. Being in solution mode is her daily goal. Versatile, efficient and a team player, she stands out for her kindness, humour and patience with our customers and her peers.
Email
[email protected]
Phone
418 476-3979 ext. 3424
Angélique Leduc-Pasquier
Administrative Assistant
If you think you’re too small to have an impact, try going to bed with a mosquito in the room.
– Anita Roddick
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Versatile, independent and resourceful, Angélique actively contributes to the success of Actif santé financière thanks to her dynamism and joie de vivre. Focused on customer service, she knows how to put her expertise to good use in helping customers make the most of their requests.
Email
[email protected]
Phone
418 476-3979 ext. 3423
Hélène Rioux
Administrative assistant / Compliance officer
Everything is never completely white or black, you have to know how to put things in their proper perspective.
– Author Anonymous
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A communications specialist, she is interested in everything. She integrates easily and with good humor into existing teams.
She is keen to find facilitating ways to achieve common objectives.
Compliance constitutes a new challenge for her…
Why? Why not !
Email
[email protected]
Phone
418 476-3979 ext. 3425
Become a partner and part of the team
As we continue to grow, we are always on the lookout for professionals motivated to help our customers achieve financial freedom. We look forward to working with you.
View available positions or submit an unsolicited application
Available positions
Financial security advisor position
Are you looking for a combination of sales challenge and stable income? Do you enjoy providing advice on insurance, investments or both?
We have a portfolio of established clients for you: your main task will be to optimize your clients’ financial health. No cold calls.
As a financial security advisor, you’ll work in a team focused on customer service excellence.
As an employee, your remuneration will consist of a fixed salary plus a bonus program. You’ll have access to a wide range of benefits:
- Flexible start and end times and the possibility of teleworking, so you can combine your personal and professional life;
- Vacations starting in your first year;
- Generous vacation policies (14 holidays instead of 8, including your birthday! )
- A comprehensive group insurance program for you and your family, paid for in part by your employer;
- Access to a health bank and telemedicine services;
- A deferred profit-sharing plan with employer contribution;
- A reimbursement bank for sports activities.
The challenges ahead:
- Advise clients entrusted to you on their investment and personal insurance needs, by means of e-mails, calls and face-to-face meetings at their homes, offices or ours, all in line with their investor profile and personal situation;
- Carry out direct and cross-selling within the customer base entrusted to you;
- Work as a team with your colleagues specialized in life and health insurance and investments, to offer your customers the best possible solutions.
The profile we’re looking for:
- Licenses issued by the Autorité des marchés financiers in insurance of persons and group savings plans;
- Training in financial planning (an asset);
- Minimum 2 years’ experience in insurance of persons and group savings plans (an asset);
- Good business sense and ability to develop new opportunities;
- Ability to work as part of a team;
- Creativity, innovation and curiosity;
- Functional English (an asset).