About Us
To serve you best
Our mission
Our clients are our priority, and we want to offer you a personalized experience that will help you achieve your goals. In an increasingly complex economic landscape, we’re here to simply your finances and to adapt them to your life so they work for you. We are driven by delivering long term success for our clients.
We specialize in family wealth management and our expertise will guide you and your loved ones every step of the way.
Testimonials
I’ve just retired. I wasn’t initially sure about it, but Paul showed me options that I would never have thought of prior to our discussion. I’m the happiest I’ve ever been!
Jean-Luc Guertin
I’m happy to do business with Paul and his team; they’re always there to help answer my questions, no matter if it’s about my business or personal affairs. After 25 years of doing business with them, I have never regretted it.
Luce Grégoire
For professional consulting services and unparalleled financial planning expertise, I strongly recommend Paul Dupuis Financial Services! Thank you to the whole team!
Sophie Lavallée
Meet Paul
Having worked in the industry for many years, I learned the importance of surrounding myself with people who have a diverse knowledge-base and background to respond to the specific needs of each of my clients with respect to financial planning. My mission is to meet businesses and individuals at a personal and professional level to make a financial plan adapted to their needs.
Paul Dupuis, AVA,RIS, Financial Planner
Financial security advisor
Les Services Financiers Paul Dupuis Inc.
Insurance and group annuities advisor
Group Savings Dealer Representative*
*Registered with Groupe Cloutier Investissements
#AMF: 111533
Meet Chantal
Having worked with Paul since 1998, my career in life insurance and investment has led to my passion for customer service. I love getting to know new people, and I am your first point of contact for all your administrative inquiries. I’m always happy to help!
Chantal Lanthier,
Financial security advisor
Les Services Financiers Paul Dupuis Inc.
Group Savings Dealer Representative*
*Registered with Groupe Cloutier Investissements
#AMF: 119176