Financial planner, financial security advisor, and wealth management expert.
Savings and Investments
Regardless of your goals or risk profile, I will present you the best products available on the market (mutual funds, segregated funds, GICs).
Risk-Free
Discover my solutions protected from market exposure ensuring a stable return.
Long-term investment
Long-term growth search with multiple combinations aimed at building your wealth.Whether it's to protect yourself as a freelancer, cover the needs of your family, or even your business, I search among various insurers for coverage options with the best features and the most competitive rates.
Life Insurance
Responds to unexpected events in case of accidental death and protects your loved ones from financial surprises.
Disability Insurance
Periodic benefits paid following a disability.
Critical Illness Insurance
Lump sum payment made after the diagnosis of a covered critical illness.1. Get to Know You
- Establish your financial profile to allow me to have an overview of your situation
- Establish or refine your goals
- Trust: The more information provided, the better the recommendations
2. Advise You
- Provide maximum information to enable you to make informed decisions regarding personal finances
- Suggest strategies and recommendations related to your situation and goals
- The value of advice increases over time
3. Support You
- Assist in implementing chosen strategies and recommendations
- Monitor the evolution of your situation and changing needs throughout your life, through periodic updates
- Transparency: Act in a fair, clear, and faithful manner to maintain a climate of trust
Schedule a 30-minute discovery session with me. We'll discuss your goals and explore the best solutions for you together!
Sébastien Lamy
In 2016, Sébastien graduated from HEC Montréal with a BBA in market finance. Immediately thereafter, he began his career in the financial services field as a freelancer. 2021 was the year he founded his firm 'Sébastien Lamy Financial Services Inc.' His journey led him to earn the title of 'Financial Planner' from the Quebec Institute of Financial Planning.
All his achievements now allow him, with strength and confidence, to be a broker of personal insurance and investments. A great listener, Sébastien has a personalized and humane approach that puts his clients at ease and in full trust.
Sébastien is a serious businessman who also knows not to take himself too seriously. Kind and sociable, he knows how to balance family and work. Physical training is part of his life; he likes to say that he takes as much care of himself as he does of his clients.