Your trusted partner for moving forward with clarity

Take a moment to connect with us. Together, we’ll find a strategy that fits you.

Human-centered expertise to build your financial future

We’re driven by more than just numbers. At Finance Composée, we love making finance simple, accessible, and truly useful. Whether you’re an entrepreneur or an individual, we co-create tailored solutions with you so you can reach your goals quickly, and most of all, sustainably.

OUR STORY

From the very beginning, Finance Composée was built on a strong belief: real human connection makes all the difference. Founded by Jonathan a finance enthusiast with a passion for sharing knowledge the company set out to deliver a truly thoughtful client experience rooted in empathy and efficiency.

Thanks to our caring and rigorous approach, we’ve become a trusted name in wealth management across Quebec. Our strength? Blending strategic insight with a relationship built on trust, clarity, and reassurance. Over the years, we’ve had the privilege of supporting many clients during key moments in their lives. Every success is a source of pride and the reason we keep aiming higher.

Jonathan, a dedicated and attentive ally

Jonathan is a financial security advisor but first and foremost, he’s a human being who genuinely cares about your financial well-being. Yes, he masters the strategies. But what truly sets him apart is his ability to listen, understand, and support you with respect and simplicity.

Every meeting with him is a real conversation. He takes the time to understand your reality, your goals, and your challenges. Then, he works with you to build clear, customized solutions, no jargon, no confusion. He’s also a natural educator. Jonathan loves to share what he knows. He makes finance easier to grasp so you feel empowered, confident, and fully in charge of your decisions.

Our values and our mission

We believe in authenticity, growth, competence, service excellence, integrity, and enjoyment. Our mission is to make your financial journey deeply rewarding on a human level. Together, we build a trusting relationship that helps you achieve your ambitions and secures your financial well-being, as well as that of your family.

Authenticity

Growth

Fun

Exceptional service

Integrity

Skill

Meet our team

Finance Composée is a multidisciplinary financial services firm dedicated to delivering an exceptional client experience. Our commitment to quality and our expertise are at the heart of our approach, always prioritizing your interests.

Our mortgage partners

Our financial services partners

Our external partners

They took the leap

Ce que disent nos clients

Jonathan Beaulieu

Conseiller en sécurité financière 

Courtier Hypotécaire

Ce qu’il aime le plus : transmettre ses connaissances en finance et en fiscalité pour aider l’entrepreneuriat québécois à prospérer, tout en savourant les plaisirs de la vie comme les voyages, la gastronomie et le bon vin.

Quelle est ta tradition familiale préférée?

Les soupers du dimanche soir chez mes beaux-parents. Il n’est pas rare que nous soyons plus de 10 et ces soirées sont la fondation d’une famille unie et heureuse.

Quelle est la chose la plus précieuse que tu aies apprise dans ta carrière jusqu’à présent?

Never stay put, always move forward. Toujours se parfaire et continuer d’apprendre, car cet apprentissage est sans fin.

Si tu devais choisir une chanson comme thème musical pour ta vie, laquelle serait-ce?

It’s My Life – Bon Jovi

Quel est le talent caché ou la compétence surprenante que personne ne soupçonnerait chez toi?

Je suis un excellent dormeur! Plus jeune, je voyais le sommeil comme une perte de temps. Aujourd’hui, comme entrepreneur à succès, le sommeil de qualité fait partie de la recette magique qui continue de payer jour après jour.

Frédérik Duplessis Laporte

Conseiller en sécurité financière (Québec)
Conseiller en assurance vie (Ontario)

Depuis 10 ans, Frédérik propose une prise en charge complète en services financiers, alliant expertise et approche personnalisée pour équilibrer la croissance d’entreprise avec des solutions financières adaptées et actuelles.

Quel est ton hobby ou passe-temps préféré que tu aimerais partager avec les autres?

Le golf est au centre de ma vie depuis que j’ai 5 ans! Je suis un passionné membre au Club de Golf Le Blainvillier sur la Rive-Nord de Montréal.

Quel est le meilleur conseil que tu aies jamais reçu?

J’ai eu plusieurs conseils de qualité dans ma vie, mais celui qui m’est le plus utile au quotidien est : Faire de mon mieux, mon 100 % à tous les jours.

Quelle est ta tradition familiale préférée?

J’adore le temps des fêtes en famille. Chaque année, mon grand-père et moi cuisinons ensemble le repas de Noël. C’est une tradition que me tient tellement à cœur.

Quelle est la chose la plus précieuse que tu aies apprise dans ta carrière jusqu’à présent?

L’importance de la vision long terme! Est-ce que cette action posée m’aidera dans 10 ans au quotidien?

Louis-Bernard Dubé


B.A.A., Pl. Fin., CIM, 
LL.M. Fisc.

Diplômé de HEC Montréal, Louis-Bernard met son expertise en services financiers au service de ses clients depuis 2014, avec un engagement profond envers leur succès financier.

Quel est ton hobby ou passe-temps préféré que tu aimerais partager avec les autres?

L’entraînement et le sport.

Quel est le meilleur conseil que tu aies jamais reçu?

Lorsque j’étais jeune, mon père me disait toujours : « choix facile, choix difficile ». Tu peux faire le choix facile maintenant, mais ce sera difficile plus tard ou bien tu peux faire le choix difficile maintenant et ce sera facile plus tard.

Quel est ton film ou ta série culte que tu pourrais regarder en boucle?

Suits.

Quelle est la nourriture que tu pourrais manger tous les jours sans jamais te lasser?

Des sushis.

Jonathan Beaulieu

Financial Security Advisor
Mortgage Broker

What he loves most is sharing his expertise in finance and taxation to help Quebec entrepreneurs succeed, all while enjoying life’s pleasures like traveling, great food, and fine wine.

What is your favourite family tradition?

Sunday night dinners at my in-laws’ house. It’s not uncommon for there to be more than 10 of us and these evenings are the foundation of a united and happy family.

What is the most valuable thing you have learned in your career so far?

Never stay put, always move forward. Always improve yourself and continue to learn, because this learning is endless.

If you had to choose a song as the theme song for your life, which would it be?

It’s My Life – Bon Jovi

What is the hidden talent or surprising skill that no one would suspect about you?

I am an excellent sleeper! When I was younger, I saw sleep as a waste of time. Today, as a successful entrepreneur, quality sleep is part of the magic recipe that continues to pay off day after day.

Frédérik Duplessis Laporte

Financial Security Advisor (Quebec)
Life Insurance Advisor (Ontario)

For the past 10 years, Frédérik has offered comprehensive financial services, combining expertise with a personalized approach to balance business growth with tailored, up-to-date financial solutions.

What is your favorite hobby or pastime that you would like to share with others?

Golf has been at the center of my life since I was 5 years old! I am a passionate member of Le Blainvillier Golf Club on the North Shore of Montreal.

What is the best advice you have ever received?

I’ve had many great pieces of advice in my life, but the one that’s most useful to me on a daily basis is: Do your best, your 100%, every day.

What’s your favorite family tradition?

I love the holidays with my family. Every year, my grandfather and I cook Christmas dinner together. It’s a tradition that’s so close to my heart.

What’s the most valuable thing you’ve learned in your career so far?

The importance of long-term vision! Will this action help me in my daily life in 10 years?

Louis-Bernard Dubé


B.A.A., Pl. Fin., CIM, 
LL.M. Fisc.

A graduate of HEC Montréal, Louis-Bernard has been putting his expertise in financial services at the service of his clients since 2014, with a deep commitment to their financial success.

What is your favorite hobby or pastime that you would like to share with others?

Working out and playing sports.

What is the best advice you ever received?

When I was young, my father always told me: “easy choice, hard choice”. You can make the easy choice now, but it will be hard later or you can make the hard choice now and it will be easy later.

What is your cult movie or series that you could watch on repeat?

Suits.

What is the food that you could eat every day and never get tired of?

Sushi.