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Informations


LBS Retail Division was founded in June 1997. It can boast to be a major broker by its partnership with the Laurentian Bank of Canada while still retaining a boutique approach. Retail Division is comprised of four separate and complementary business lines:

  • Full-Service Brokerage
  • Financial Services
  • Immigrant Investor Program

Full-Service Brokerage is offered to Canadian investors by seasoned investment advisors. The advisors have adopted LBS's mission and fully support its values. LBS advisors worship our customers. To honour their motto "provide advices to reach your objectives", LBS advisors can rely on one of the best bonds desk in the country, on a renowned research service with experienced analysts, on a state-of-the-art technical and information technology support and on all LBS employees' collaboration, attentively listening to their needs. LBS management truly cares about supporting its advisors and a follow-up procedure is in place to promote continuous training. Further to their Professional Order (IIROC)'s Code of Ethics, LBS advisors must also abide by the Laurentian Bank's own Code of Ethics. LBS Full-Service Brokerage offers to individuals a two-fold availability in a one-stop window: an extended range of financial products and services and dedicated, upright and competent advisors.

The Financial Services Firm is a LBS division that offers brokerage in personal insurance and integrated financial planning services with all appropriate concepts and strategies. The recent emergence of numerous insurance-related financial products of an investment nature requires an objective and comparative evaluation of these products with conventional investment vehicles. Resorting to the Firm's expertise becomes imperative. Either because demographic pressures foster a demand in planning or because of new trends recognizing competitive advantages for certain insurance-related financial products (asset-backed annuities, for instance), the Firm's presence is becoming more relevant than ever.

Certified in the Fall of 2006 by the Canada and Quebec governments, LBS now offers the Immigrant Investor Program (IIP). This service is managed by a team of experienced professionals and is anchored to the Business Financing Service of the Laurentian Bank of Canada. Foreign investors are identified and qualified by LBS managers during their frequent trips abroad and/or by their local specialized representatives. The Program aims to secure the selection by immigration officers of as many case files as possible, resulting sometimes in lending money to the immigrant investor, and sometimes in setting up a commercial loan. Anyone interested in this specialized business segment should visit the Website www.iip.lb-securities.ca.