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Éric Vallée, BBA, F.Pl.

Financial Planner*
Financial Security Advisor*
Mutual Funds Representative**

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418 615-0863
1 866 665-0500
v. mail 50863

About me

Benefit from a personal approach, personalized solutions for your savings and life or health insurance, and advisory services developed specifically for public service employees and retirees. I am committed to proposing solutions that are tailor-made to provide financial security for you and your loved ones.

Find out more

I take the time to really understand your needs, concerns and financial objectives before assessing your situation. This allows me to develop a personalized financial strategy with you that is built upon some of the best-performing products in the industry1 that meet your needs.

Financial products

Life & Health Insurance

Our complete range of life, health and disability insurance products is created to provide financial security for you and your loved ones.

Life insurance
Health & Disability insurance
Credit Protection Insurance

Savings, pensions & investments

We’re here to help you build a strategy and portfolio that will allow you to reach your financial objectives.
 

Retirement Savings (RRSP)
Investment accounts
Other products

5 benefits of doing business with me

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Take advantage of quick and personalized service: I can easily be reached by telephone and I am available to meet you at your workplace or home, at the time that suits you best


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Get sound advice on savings and life and health insurance products that are best suited to your needs and budget
 


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Get an accurate projection of your pension income, with the help of our specialized tool custom-made for public service retirement plans


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Benefit from some of the best performing investment funds in Canada1
 


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Take advantage of the experience of one of the 10 largest life and health insurers in Canada

Privileges and promotions

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Best Buds program

Get a free 24-month accident insurance policy for your children under age 6. An exclusive privilege for public service employees and retirees!

Call me for more details

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Payroll deduction

Simplify your savings or premium payments by opting for payroll deduction.2 An exclusive privilege for public service employees and retirees!

Call me for more details

Does a career as a financial security advisor interest you?

Contact information

Éric Vallée, BBA, F.Pl.

Financial Planner*
Financial Security Advisor*
Mutual Funds Representative**

337 Lasalle Blvd, Suite 104
Baie-Comeau QC G4Z 2Z1

418 615-0863
1 866 665-0500
v. mail 50863


La Capitale Financial Services Inc. (Regional Office)

874 Université Blvd E., Suite 320
Saguenay QC G7H 6B9

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