Julien Valat*

6839 av de Chateaubriand Montreal, Québec H2S 2N9
English, French

The most important to me? Improve your financial well-being, because our personal finances are a huge part of our global well-being. Arrived from France in 2010, I know the difficulties encountered by newcomers and I love advising them during their integration process. Proud to be active in the LGBT community, I am a total foodie and I believe that traveling and experiencing foreign cultures is the best way to open-mindedness. I want to take away your financial stress by working with you to understand your situation and your plans. I will help you plan your savings, protect them against unpredictable events, and achieve your goals while always keeping your options open.

Preparing for an appointment
The most important step in providing clear financial solutions is understanding your needs. When we meet, here's the information we'll need for both you and your spouse:

  • Salary or income, investments and insurance amounts
  • Pension and registered savings information
  • Assets and debts
  • Financial information for any business you own

*Financial Security Advisor, Sun Life Financial Distributors (Canada) Inc.**, Financial Services Firm Mutual funds representative, Sun Life Financial Investment Services (Canada) Inc.**, Firm in group-savings-plan brokerage **Subsidiaries of Sun Life Assurance Company of Canada