3 Best Financial Services in Saguenay, QC

Expert-recommended Top 3 Financial Services in Saguenay, QC. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

6+ YEARS IN TBR
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STB SERVICES FINANCIERS INC.

6157 Rue Notre Dame, Laterrière,
Saguenay, QC G7N 2A8 Directions

Since 2013

Specialty:

Financial and Retirement Planning Business Succession Planning Life and Critical Illness Insurance Investments Retirement Plan RRIF Annuities and Health Insurance Purchase and Sale Agreement Group Benefits and Retirement Savings Plan Financial Project Management Strategic Support and Project Management Tax Impact Advice

STB Services Financiers Inc. is an independent financial consulting firm. Their approach begins with comprehensively evaluating each client’s situation and requirements. Stéphanie Blackburn is the president and senior advisor of STB Services Financiers Inc. She brings over a decade of experience in financial planning and corporate finance. She is dedicated to helping businesses and individuals achieve their financial goals and optimize their tax efficiency. As the leader of STB Services Financiers Inc., Stéphanie Blackburn heads a team of professionals who offer customized solutions and strategies. Whether you aim to build, grow, protect, or transfer your wealth, the firm has the expertise and resources to assist you. STB Services Financiers Inc. collaborates with specialists in taxation, accounting, and financial planning to provide holistic advice. Additionally, they partner with reputable insurers and investment firms to ensure access to the best products and services available. Their mission is to become your trusted partner and turn your dreams, priorities, and aspirations into reality.

2025 Update: Stéphanie Blackburn is a member of the Financial Security Chamber, and she speaks English and French.

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Contact:

(418) 615-3522 (877) 213-2104

Mon-Thu: 9am - 4:30pm
Fri: 9am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

Saguenay financial service Jean-Philippe Gilbert-Tremblay
Saguenay financial service Jean-Philippe Gilbert-Tremblay
Saguenay financial service Jean-Philippe Gilbert-Tremblay
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JEAN-PHILIPPE GILBERT-TREMBLAY

3880 Bd Harvey, Jonquière, bureau 2180,
Saguenay, QC G7X 8R6 Directions

Since 2021

Specialty:

Financial and Retirement Planning Debt and Portfolio Management Investment and Wealth Management Tax Strategies Budget and Business Succession Planning Taxation and Financial Optimization Financial Analysis Tax Return Production Income Splitting

Jean-Philippe Gilbert-Tremblay offers a financial plan that integrates all areas of finance and has a lasting relationship with clients. The office is located 12.1 miles away from Saguenay. As a financial security advisor, group savings representative, group insurance specialist, and annuity advisor, he strives to be a go-to resource for sound financial advice by fostering human and effective business relationships. He is associated with the SFL Gestion de Patrimoine network as a partner of Desjardins. This partnership provides him with the support of multidisciplinary professionals and exclusive access to Desjardins products and services while allowing him the flexibility to offer a broad range of products from other financial institutions. His role is to help clients achieve their goals and dreams through advice that prioritizes their unique situations and needs. Jean-Philippe is dedicated to building lasting relationships with his clients <. Jean-Philippe Gilbert-Tremblay holds certification in the Canadian Investment Funds Course (Mutual Funds) and the Personal Insurance Qualification Program. He speaks English and French.

2025 Update: Jean-Philippe Gilbert-Tremblay provides different available finance options for your needs, such as budget planning, debt management, project funding and budget.

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Contact:

(418) 944-9982

Mon-Thu: 9am - 4pm
Fri: 9am - 12pm
Sat & Sun: Closed

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Saguenay financial service Charles-Edouard Coallier
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CHARLES-EDOUARD COALLIER

255, rue Racine Est, Bureau 800, Chicoutimi,
Saguenay, QC G7H 7L2 Directions

Since 2018

Specialty:

Personal Accident Insurance Critical Illness and Disability Insurance Mortgage Loan Insurance Life Insurance Collective Savings Retirement Income Products RRSPs TFSAs and Other Savings Plans Registered Education Savings Plans (RESPs)

2025 Update: Charles-Edouard Coallier is a financial security advisor at the iA Financial Group. His mission is to help you navigate the financial world to achieve your personal and professional goals. He offers tailored solutions that fit your unique situation, with recognized expertise in asset management and investment strategy. Charles-Edouard Coallier offers support as well as specialized services adapted to your situation. He works diligently with the highest professional standards. His approach is based on transparent communication and a relationship of trust. He strives to make finance accessible and demystify the complex issues his clients face.

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Contact:

(418) 549-6914

Mon-Fri: 9am - 7pm
Sat & Sun: Closed

TBR® Inspection Report:

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