Services Financiers AG - Financial security advisor in Quebec.
ABOUT

An advisor who
understands your reality
as an entrepreneur.

Alexandre is a financial security advisor. He takes the time to understand your situation before offering you anything.

Discover his storyBook an appointment
Alexandre Garneau, Conseiller en sécurité financière à Montréal, Services Financiers AG.
AMF certificate
no. 272275
Regulator and partners
Autorité des marchés financiers - AMF
iA Groupe financier, partenaire de Services Financiers AG.
Cabinet MRa, partenaire de Services Financiers AG.
Autorité des marchés financiers - AMF
iA Groupe financier, partenaire de Services Financiers AG.
Cabinet MRa, partenaire de Services Financiers AG.
HIS STORY

From kinesiology
to finance.

Before becoming a financial security advisor, Alexandre was a kinesiologist. That experience taught him something essential: real solutions start from a good understanding of the person.

When he turned to finance, he applied the same philosophy. No generic solution. No product sold without context. Just sincere listening, and a plan built around you.

Today, he supports entrepreneurs, the self-employed and families in Greater Montreal, the South Shore and the North Shore, with the same rigor he brought to kinesiology: analyze, plan, act.

The office is in Montreal, at 1730 rue Saint-Patrick, suite 621. Alexandre meets you at the office, at your place or by video call, in Montréal, Laval, Longueuil, Saint-Hubert, Brossard, Boucherville, Saint-Jean-sur-Richelieu, Repentigny, Terrebonne, Mascouche, Blainville, Pointe-Claire and Sorel-Tracy.

Early career
Kinesiologist

Supporting clients in their rehabilitation and physical performance. Developing a person-centered approach, not a protocol-centered one.

Transition
Training in financial security

Training and exams required by the AMF to practise in insurance of persons. Learning insurance products, taxation and corporate strategies.

Certificate
AMF certificate

Obtained AMF certificate no. 272275. Represents iA Financial Group and the MRa firm.

Today
Services Financiers AG

Direct support for entrepreneurs, the self-employed and families in Greater Montreal, the South Shore, the North Shore and Sorel-Tracy. An advisor you truly talk to.

Alexandre Garneau in consultation with a client - Services Financiers AG.
Direct
Access to Alexandre
HIS PHILOSOPHY

The relationship before
the product.

Alexandre believes the right insurance starts with a real conversation. Not an online form. Not a product pitch. Listening.

He takes the time to understand who you are - your family, your business, your fears, your ambitions - before offering a single solution.

Recommendations based on your needs
Transparency on options and costs
Annual review of your file, at no extra charge
You talk to Alexandre - not a voicemail
HIS APPROACH

Needs analysis
before everything else.

Before recommending anything, Alexandre conducts a thorough analysis of your situation. It's the starting point of every file.

This analysis covers your family situation, your income, your business structure, your debts and your short- and long-term goals.

01
Portrait of your situation
Income, family, debts, goals - a complete view before any recommendation.
02
Identifying the gaps
Which protections are missing? Which risks are uncovered? Which amounts are insufficient?
03
Targeted recommendations
The protections that meet your needs, with their costs clearly explained.
THE ANALYSIS IN NUMBERS
30
minutes to get started
0
commitment required
$0
fee for the analysis
24h
target response time
A real conversation
Alexandre listens first. The numbers come after.
Request my free analysis
IN NUMBERS

What says it all

2+Years in financial securityAfter a career in kinesiology.
13Cities servedAt the Montreal office, at your home or by video.
HIS VALUES

4 pillars that guide
every decision

Transparency

No hiding. Every option, every cost, every trade-off is explained clearly - before any signing.

Excellence

A high professional standard in every interaction - from the first consultation to the annual review.

Support

A long-term relationship, not a transaction. Alexandre is there at every stage of your financial life.

Accessibility

Available by phone, video or in person, from Greater Montreal to Sorel-Tracy, at your convenience.

REGULATOR AND PARTNERS

Backed by trusted
institutions

Alexandre practises under the oversight of the AMF and relies on recognized partners to propose solutions suited to your situation.

AMF
Autorité des marchés financiers
AMF certificate no. 272275. The AMF oversees and regulates the practice of financial security advisors in Quebec.
Certificate no. 272275
Logo iA Groupe financier
iA Financial Group
One of Canada's major insurers. Alexandre, a self-employed advisor, represents it and offers its products.
Insurer represented
Logo du cabinet MRa
MRa
An insurance of persons firm offering programs for associations, self-employed workers and small businesses. Alexandre also offers its products.
Products offered
GOOGLE REVIEWS

What clients say

5.0 on Google · 10 reviews
“Excellent service from start to finish. Alexandre is very professional, attentive, and takes the time to explain the different options without putting any pressure on me. I felt well-advised and confident throughout the entire process. I highly recommend AG Financial Services.”
Anthony DussaultGoogle review · · Translated by Google
“I met Alex by chance. When he told me he was a financial security advisor, I made an appointment with him and he explained the different ways I could invest my money.”
vincent tremblayGoogle review · · Translated by Google
“Excellent service! Very professional, available, and attentive. The explanations were clear, and the advice was truly tailored to our needs. I recommend them without hesitation!”
david vachonGoogle review · · Translated by Google

Reviews posted by clients on the Services Financiers AG Google listing, in French; the English text is Google's automatic translation. Every situation is different: a review does not predict the outcome of yours.

LET'S TALK

Ready to meet
your advisor?

Take 30 minutes to discuss your situation, with no obligation and in confidence. The analysis is free for you. It may lead to a product recommendation; if you buy, Alexandre is paid a commission by the insurer.

Free needs analysis

Confidential.