As a passionate team that specializes in building wealth, we have the resources, talent, and energy to take a custom approach with every client we serve.
At DeBlois Group, we like to say, “1 + 1 + 1 = 4.” That’s because the three subgroups that comprise our passionate team – investments, wealth, and service – work in complete synergy to offer something greater than the sum of our parts.
“In the last 20 years, we've built a team of experts who complement one another’s skills, care about collective success, and, at the same time, share a strong entrepreneurial spirit.” That’s how we became one of the leading wealth advisory teams in Canada, and it’s how we deliver the absolute best solutions for your every financial need.
Introducing the people behind your wealth strategy
We are incredibly proud of the team we’ve built – one with the positive attitude and complementary experience to enhance every aspect of your financial life.
Charles DeBlois
Claude Trépanier
Claudia Gagnon
Thomas Girard
Frédérick De Courcy
Sophie Lépine
Natalia Testaguzza
Alex Breton
Jennifer Breton
Jean-François Massé
Virginie Leblanc
Constance Marcoux
Katherine Huot-Tremblay
Édouard Aubin-Lalonde
How we help
Our passion and expertise is at your service – every day and for generations to come.
The three pillars of our practice – investments, wealth, and service – work in complete synergy to provide you with the very best advice and solutions. We take great pride in understanding your complete financial picture, building tailored wealth strategies to protect your best interests, and ensuring you always enjoy financial peace of mind.
Customized investing
You deserve an investment portfolio built by experts who know you personally. As simple as it sounds, this philosophy is one of our greatest differentiators.
We do not use generic portfolio models, or third-party money managers. Instead, our in-house investment committee – crafts a thoughtful investment portfolio to manage risk while helping meet your goals. They draw additional insights from RBC’s top market analysts at their discretion, so that your wealth benefits from a personalized strategy, independent ideas, and the supporting research of Canada’s leading investment firm.
All-encompassing wealth services
As Charles, likes to say, “If your investment portfolio were an engine, wealth management would be all the other parts that complete the car.” It’s our job to build a car for your needs, and get it where you want it to go.
Financial Planner Claudia Gagnon, Frédérick De Courcy and Sophie Lépine act as your “personal CFO” – dedicated to unlocking your full financial potential throughout your life. They get to know your complete financial story, design a road map to your goals, and link you to the best expertise in business planning, insurance solutions, Wills & estates, tax minimization, and beyond.
Unparalleled service & support
What matters to you, matters to us. We’ve grown our team very selectively to ensure each member carries the same sense of dedication to incredible client experiences. Our administrative support team work tirelessly to uphold the highest standards for service and care.
Accessibility
You’ll reach a person when you call, not a voicemail, and that person will have the answer you need or the next step to find it.
Proactive communication
Count on us to reach out, book a review, and keep you informed of our progress to your goals.
Confidentiality
Wealth is personal. We offer a private office to discuss your financial, business, and family goals, and hold all information in strict confidence.
Community
Applying our passion to serve the community
We’ve been fortunate to meet so many wonderful members of our community, and below you’ll find just a handful of the local organizations we are proud to support. Whether it’s partnering with a nearby charity or contributing funding for important causes, there is always a new opportunity to help everyone prosper.
Académie de Golf du Royal Québec
Helping people discover the joy of golf, develop their skills, and achieve their goals.
Fondation De La Maison Michel Sarrazin
Providing support and services to people affected by this life-changing disease.
Réno Jouets
Recovering, recycling and reusing previously loved toys so children from disadvantaged backgrounds can enjoy play.
Fondation Hôtel-Dieu de Lévis
Contributing, by its actions, to the quality of care and services provided to Hôtel-Dieu de Lévis users.
Fondation Les Petits Frères de Québec
Helping seniors make and maintain meaningful relationships in their community.
Moisson Beauce
Collecting and transforming surplus from the Food industry and redistribute it, at no cost, to local charities.
Fondation Vincent Bourque
Funding ALS research to find a better treatment or cure for people living with ALS.
Fondation du coeur Beauce-Etchemin
Providing programs, activities and services for people living with chronical disease or at risk to develop it.
Fondation de l’Alzheimer
Offering support and services to people with this disease and their families.
Fondation Centre Maria-Chapdelaine
Promoting excellence in care and services for Dolbeau-Mistassini residents.
Maison Catherine de Longpré
Offering critical palliative care for people in the Robert-Cliche, Beauce-Sartigan and Les Etchemins regions.
Insights
What matters to you, matters to us
We are passionate about helping entrepreneurs and professionals reach new heights. To discuss your goals and learn how our team can help, please contact us today or call us at 418-527-6939.