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About Groupe Cloutier

Groupe Cloutier has built a relationship of trust with independent financial advisors, for over 40 years. And we are proud of it! Yes, our experience and the strength of our team are key for this trust, but we believe that our true strength, above all, is our devotion to supporting advisors in their career.

We will continue along the path for the years to come: Helping our brokers advise their clients is our goal.

Our mission

Increase our financial advisors' success by offering premium, distinctive services in accordance with our values.

Our values

Integrity

Our foremost motivation is to be true to what we really are. Integrity, in the sense of honesty, is at the core of all of our actions and decision-making.

Thoroughness

The accuracy of our advice & work quality is an integral part of how we do business.

Expertise

We uphold the strength of a professional team with established know-how to contribute to our clients' success.

Creativity

We encourage innovative and ingenious ideas that allow us to stand out and hold our leading position in the industry.

Humanity

We encourage a human and empathetic approach in each of our initiatives and relationships.

Going beyond

We believe that favouring our employees' individuality and developing their full potential help us continually stretch our limits to reach excellence.

Management team

Senior Management Team

Gilles Cloutier Chairman of the Board of Directors, Associate

Claudine Cloutier Vice-President – Living Benefit, Associate

Karine Cloutier Vice-President – Marketing and Corporate Development, Associate

Patrick Cloutier President and Chief Executive Officer, Associate

François Bruneau Vice-President Administration

Jean-François Brault Vice-President Finances

David Parent Vice-President Sales and Business Development

Benoît Trudel Vice-President, Operations

General management

Jacen J. Campbell Vice-President - Investment & retirement

Steeve Caron Vice-President – Life insurance

Anik Déry Senior Director – Human Resources

Jean Dufresne Regional Director - Trois-Rivières financial centre

Marc Lévesque Regional Director - Montreal financial centre

Benjamin Moffet Regional Director - Quebec financial centre

Anny Plamondon Vice-President – Advisory services, Individual insurance

Martin Roy Vice-President - Group insurance and Investments

History

Groupe Cloutier was one of the first financial service brokerage firms in Quebec. What motivated its foundation? Helping & supporting financial advisors with unique services. We can say "Mission accomplished!"

1978

Founding of Groupe Cloutier in Trois-Rivières

1994

Opening of the Quebec City & South Shore financial centres

Creation of the group insurance department

1997

Acquisition of Omnicourtage and opening of the Montreal financial centre

Addition of mutual funds to the service offer

1999

Creation of the living benefit department

2000

Opening of the Sherbrooke financial centre

2004

Creation of the mortgage department (Hypotheca ACGC)

2006

Partnership among Gilles Cloutier, his 3 children Patrick, Karine & Claudine Cloutier, and Michel Kirouac

Creation of the Cloutier University

2007

Creation of Groupe Cloutier investment, mutual fund brokerage firm

2008

Creation of Groupe Cloutier Employee Benefits, group insurance and annuity firm

2012

Opening of the Gatineau financial centre

2016

Acquisition of Proteck Financial Network

2021

Acquisition of Multi Courtage