Life insurance
Financially protects your loved ones in the event of death and helps cover personal or professional obligations.
TrustAccessibilityRespectTransparencyGuidanceClarityIndependenceProximityTrustAccessibilityRespectTransparencyGuidanceClarityIndependenceProximity
Finances
Together,
we build a strategy
adapted to your situation:
Low-risk investments for short-term needs or an emergency fund, along with balanced or growth-oriented portfolios to help you reach your long-term goals.
Whatever your objectives or risk tolerance, my role is to guide you in selecting investment solutions adapted to your situation. As an independent advisor, I have access to a broad range of products, including mutual funds, segregated funds, and GICs.
Insurance
Whether you need protection as a self-employed professional, financial security for your family, or coverage for your business, I help you put insurance protections in place that fit your reality.
As an independent advisor, I compare offers from different insurers to recommend protections that are coherent, durable, and adapted to your objectives.
Disability insurance
Provides periodic benefits in the event of disability to help replace income and maintain your financial stability.
Critical illness insurance
Provides a lump-sum benefit after the diagnosis of a covered critical illness, giving you financial relief while you focus on recovery.
Sébastien Lamy
Mutual Funds Representative with Investia Financial Services Inc.
In 2016, Sébastien graduated from HEC Montréal with a BBA in market finance. Soon after, he began his career in financial services as a self-employed professional.
In 2021, he founded his firm, Sébastien Lamy Financial Services Inc. His path also led him to earn the Financial Planner title from the Quebec Institute of Financial Planning.
His experience now allows him to act with confidence as a personal insurance and investment advisor.
A strong listener, Sébastien takes a personalized and human approach that helps clients feel at ease and confident.
Processes
1
2
3
1Get to know you
Draw your financial portrait to get a complete view of your situation.
Establish or clarify your objectives.
Create a relationship of trust that supports the information exchange needed for adapted recommendations.
2Advise you
Provide the information you need to make informed personal finance decisions.
Suggest strategies and recommendations related to your situation and objectives.
Help you choose the solutions that best fit your reality.
3Support you
Put the selected strategies and recommendations in place.
Follow the evolution of your situation and needs over time through periodic updates.
Act transparently to maintain a climate of trust.
Schedule an Appointment
Schedule a 30-minute discovery session with me.
We'll discuss your goals and explore the best solutions for you together!
Would you rather send me an email?
S
Sébastien Lamy
Appel d'introduction
30 minAppel téléphonique
Sélectionner le moment qui vous convient pour un appel d'introduction.
Would you rather send me an email?
Contact me
Contact me
Let's talk! I am here for you.
514-475-3314sebastien.lamy@slfinanciers.ca1-2501 avenue Desjardins, Montréal, QC, H1V 2H8
Montreal and its surroundings. All of Quebec remotely.