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LBC Financial Services

LBCFS

About LBC Financial Services

Founded in 1994 by the Laurentian Bank of Canada (LBC), LBC Financial Services Inc. (LBCFS) is a financial services firm that was incorporated in order to allow the Bank to distribute mutual funds and deposit products as well as offering financial planning services.

Mission Statement

LBCFS is made up of a team of specialized investment representatives who support their clients with strategies for managing their portfolios. LBCFS representatives focus on providing tailored consulting services, first by carefully analyzing their clients’ personal and financial situation, and then making recommendations and setting up a customized plan that will enable their clients to achieve their financial goals. Since LBCFS representatives are also Laurentian Bank employees, they can see to their clients’ banking needs and guide them through every stage of their lives. Satisfying their clients and building lasting relationships with them is at the heart of what LBCFS representatives do.

As a financial services firm, LBCFS also looks after its clients by ensuring that its representatives comply with the regulations governing mutual funds.

Registration

LBCFS is registered in Quebec with the Autorité des marchés financiers as a group savings plan and financial planning broker. In addition, LBCFS is a member of the Mutual Fund Dealers Association which has jurisdiction in the Canadian provinces outside Quebec. LBCFS is also registered as a group savings plan broker with the securities commissions of other Canadian provinces.

www.mfda.ca

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