Patrick Dallaire B.A.A.

Partner of Cloutier Financial Group

5125, Rue Du Trianon bur. 210
Montréal, Quebec
H1M 2S5
Office: 514 910-4787
Cellphone: 514 910-4787

Patrick Dallaire B.A.A.

Partner of Cloutier Financial Group

Designations and Certifications

AMF certificate number: 198721

  • Financial Security Advisor

  • Mutual fund dealer representative*

About me

With nearly twelve years of experience as a financial security advisor, I’ve had the privilege of guiding many individuals in managing and planning their financial future. My primary goal is to help each of my clients feel confident and well-informed when making important decisions about their financial security.

What sets me apart in my approach is the importance I place on truly understanding each client’s unique situation. I firmly believe that everyone has their own financial needs and goals, and by taking the time to understand those specifics, I’m able to offer solutions that are genuinely tailored. Whether it’s saving for retirement, protecting loved ones with insurance, or investing for the future, I make sure every decision is based on a clear understanding of my client’s priorities and objectives.

My experience allows me to offer thoughtful, personalized advice—presented in a way that’s clear and easy to understand. The world of financial

Contact me

Please select the services for which you want more information.

Personal insurance
Investment and retirement
Mortgage
Benefits

Recent articles

Insurance

(French Only) 6 événements qui mettent à risque vos affaires

Diriger une entreprise, c’est comme se lancer dans le vide: il est impossible de savoir comment se dessine l’avenir. Pourtant, certains risques sont prévisibles et, en les anticipant, vous pouvez mettre en place des solutions efficaces pour protéger vos affaires, minimiser les pertes et maintenir votre sérénité face à l'incertitude.
Personal Finance

(French only) Atteindre l'autonomie financière en quatre étapes

Épargner en vue de la retraite est un mode d’économie bien connu. Si vous aspirez cependant à un style de vie plus flexible alors que vous êtes toujours sur le marché du travail, le concept de l’autonomie financière pourrait davantage vous intéresser. Imaginez avoir la liberté de vivre de votre passion, de choisir vos contrats, de prendre une année sabbatique ou de voyager sans vous soucier de l’argent!
Life Insurance

(French only) Pourquoi transformer son assurance vie temporaire en permanente?

Pourquoi transformer son assurance vie temporaire en permanente?
Retirement