SFL Wealth Management helps individuals and families plan for their financial goals and life projects while protecting their well-being and that of their loved ones. Its approach considers more than investments and insurance protections, building a comprehensive wealth plan around each client’s needs and priorities. Areas of focus include family finances, real estate, retirement and estate planning.

SFL’s independent advisors provide guidance throughout the different stages of wealth management. The organization combines the strength of Desjardins, a multidisciplinary team and access to a range of providers, giving advisors flexibility in proposing solutions. Through its representatives, SFL offers mutual funds, while its investment advisors provide securities brokerage products. Clients can also access an online Investor Space to view their portfolio.

SFL Wealth Management operates under the commercial name of Gestion de patrimoine Worldsource Inc., a Desjardins organization. It is a member of, and regulated by, the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund. The brand also invites professionals to explore opportunities to become an associate advisor.