Steve Adam

Partner of Cloutier Financial Group

132 2e Avenue
Notre-Dame des Prairies, Quebec
J6E 1R6
Office: 450 759-3861
Cellphone: 450 916-3700
Fax: 450 759-3861

Steve Adam

Partner of Cloutier Financial Group

Designations and Certifications

AMF certificate number: 206543

  • Financial security advisor

  • Independant representative

  • Mutual fund dealer representative*

About me

Financial security is a daily challenge—for you, your family, and your business. I support individuals like you in achieving their goals. Whether your objectives are clearly defined or not yet fully realized, I commit to honouring each mandate you entrust me with professionalism and efficiency. I truly believe I can be a valuable asset in your journey toward financial security.

Here are the objectives I pursue to help you achieve financial success:

  • To be an excellent financial communicator and create an open, two-way, authentic and ongoing dialogue in order to build a strong and lasting relationship of trust.

  • To shed light on the many potential pitfalls along your financial journey and demystify persistent myths.

  • To leverage all the knowledge I’ve acquired—and continue to develop—to meet the unique nature of your situation.

  • To recommend trusted professionals when needed, or to collaborate with your

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You will find a multitude of exclusive articles, tips and advice on various financial topics: insurance, investment, personal finances, taxation and more.

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