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Expertise · Mutual funds

Revolutionize your practice with our self-managed system

Discover the GFS approach to efficiency and save time by simplifying the management of your customers' investments.

01 · The benefits

01

Optimize your customers' experience

Complete digital integration for simplified management.

02

Improve your efficiency

An integrated risk-profile questionnaire and an intuitive advisor portal simplify needs assessment and portfolio management.

03

Save time in administration

Open an account in minutes with a guided digital process, and make transfers in three clicks.

04

Automate portfolio management

Solutions managed by independent consultants, with automatic rebalancing and the option to customize portfolios.

Although Groupe Financier Signature is not a registered mutual fund dealer, we have established a strong partnership with Sentinel Groupe Financier, which we represent for the province of Quebec. Through this collaboration, our advisors benefit from Sentinel Groupe Financier’s expertise and resources, while offering greater flexibility and autonomy in investment management.