Xavier Turgeon
Director
Career transition — Quebec
The reality of the financial
security advisor professionThe reality of the financial security advisor profession
security advisor professionThe reality of the financial security advisor profession
0 to $290,397 in income in under 3 years
What we offer
CSF license support
Step-by-step guidance to get licensed, understand requirements, and move forward without wasting time.
Video training
Learn with a practical method: meetings, scripts, structure, objections, and follow-up.
Independent firm partnership
Ongoing training and field learning to accelerate progress and build your practice.
WHY BECOME A BROKER?
This career offers real schedule freedom, much higher income potential, and the opportunity to help Quebec families with strategies tailored to their reality.
As a broker, you’re not limited to a single institution: you support clients long-term, with more options and more impact.
OUR TEAM
Jade Monette
Director
Mélina Chamberland
Director
Charlotte Lapierre
Director
Ana Queneville
Director
Emilie Baillargeon
Lead Assistant
Jean-Sebastien Hetu
Director
Jayson Baker
Director
Mathieu Morel
Director
PROGRAM
12 training modules
A clear plan to move from licensing to client meetings, with structured step-by-step progression.
1Access to the training manual
How to access the official course and essential resources from day one.
2Finish your courses faster
Study methods, organization, and strategies to complete your courses efficiently.
3Registering with the AMF
Complete steps to register with the Autorité des marchés financiers and understand requirements.
4Essential financial knowledge
Insurance and investment fundamentals to serve clients properly.
5Working with leads
How to contact, qualify, and convert leads professionally.
6Succeeding in a first client meeting
Structure, key questions, and approach to build trust from the first contact.
7Succeeding in an insurance meeting
Full process: needs analysis, recommendations, and presenting solutions.
8Succeeding in an investment meeting
A structured approach to present investment options based on the client profile.
9Getting client referrals
Simple and effective methods to generate referrals naturally.
10Time management and productivity
How to organize your weeks to be efficient and profitable.
11Administration and compliance
File management, follow-ups, compliance, and best professional practices.
12Financial leverage strategy
Understand the principles of financial leverage and related strategies, used responsibly.