FOCUS Financial Services is an independent financial services firm in existence since 1998. Our clients use our services for the management of their investment portfolio and the protection of their wealth. Most of them have either no time, no interest or the appropriate financial knowledge to put together an optimal investment strategy. Retirement often occurs more quickly that we anticipate and it is essential to develop a specific plan to minimize the surprises.
We pay a special attention to taxes. For the majority of taxpayers, it is the largest expense they will assume in their lives. Our expertise in taxation allows us to put in place structures to reduce, differ, or in some cases eliminate income tax.
We believe that a rational approach to retirement is to seek out the assistance of an independent advisor, a specialist who has the knowledge and expertise to guide you through the maze of available options. He will recommend the best strategy and ensure a continuous monitoring throughout the process. In conclusion, he will support you to reach your financial goals.
Has founded FOCUS Financial Services in 1998. Sylvain Lapointe is a financial advisor registered through PEAK Securities inc. He is also a financial security advisor duly registered at the AMF. He completed with success the exam from the Institut Québecois de Planification Financière (IQPF) in 1999.
In the field since 1990. He has worked 22 years for Desjardins and National Bank. He holds a bachelor degree in business administration specialized in marketing.
Joined FOCUS Financial Services in 2007. She is responsible for the transactions accuracy and integrity, client’s follow-ups, agenda organization and the customer’s communications and service.