Take charge of the financial future of each of our clients by developing a long-term relationship of trust through the different stages of their life. Human relationships are our priority.
Develop the family business by positioning each client at the heart of our business model to grow as a business to reach new heights.
Take into account the unique nature and overall context of each client, collaborate with partners who are specialists in their field of expertise, and ensure that our knowledge remains at the cutting edge in order to offer an accurate and comprehensive service to our clients.
In 1984, Yves began his career as a financial security advisor with London Life (now Canada Vie). In 1997, he obtained his license to practice as a group savings representative. A few years later, in 2006, Yves founded his financial services firm on the North Shore of Montreal under the name Les Services Financiers Yves St-Denis.
At the start, Yves focused his practice on personal insurance, then carried out many mandates in the field of investment such as, in particular, retirement planning and individual savings as well as advisory services in group retirement plans.
Over the years, Yves has developed solid expertise in wealth management and has decided to team up with efficient and thorough partners in order to offer high quality service to his clients.
Subsequently, in 2018, his daughter Alexe began her career in the financial field as a financial security advisor and group savings representative.
In 2020, the firm then became Stratèges Gestion De Patrimoine, a family business uniting experience, dynamism and reliability.