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Investissements De Longpré
FR

For brokers and advisors nearing retirement

Thinking about selling your book of clients?

Your clients deserve a smooth transition — to a team that will keep growing the relationship, not just administer it. A confidential, no-obligation conversation to explore whether it's the right fit.

Full financial planner (Pl. Fin.), not just an advisor — 7 domains covered
Dedicated 2026 transition team and technology — a structured process, not a simple file handoff
A book that keeps growing after the transition, not just maintained
Relationship continuity for your clients — your reputation stays protected
Marina Longpré, Pl. Fin.

Marina Longpré, Pl. Fin.

Founder, Investissements De Longpré — financial planner.

Confidential conversation

Let's talk about your transition

No obligation. A personal reply from Marina.

Investissements De Longpré

Personal reply from Marina within 1 business day · 514 219-4433 · marina@delongpre.ca

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Why a planner, not just an advisor

An investment advisor manages a portfolio. A financial planner (Pl. Fin.) holds a Quebec accreditation covering seven domains: personal finance, investments, taxation, retirement, estate planning, protection, and legal aspects. In practice: your clients gain access to services they may not have had before — deepening the relationship instead of just maintaining it.

Over the past several years, the firm has grown significantly by integrating new advisors and specializations through acquisition and referral. Each acquisition strengthens the team without ever weakening the rigor of client care — it's the same team and structured process that would welcome your book.