Bourne Financial Group is a financial services firm. We work with various partners to ensure that we are offering the best products at the most competitive prices, and the specialized expertise from these partners to ensure that the products are meeting client needs. We have provided below an overview of our Partners.



Mutual Fund Dealer – Groupe Cloutier Investments.

Groupe Cloutier Investments is our Mutual Fund dealer that assists in the processing of all mutual fund transactions.Groupe Cloutier Investments ensures that our trades are compliant and that our investment recommendations fit within the client objectives and risk profile.

Life Insurance Companies

We offer products from various insurance companies. When recommending insurance products, we consider your needs and budget, and recommend the best product at the right price. Bourne Financial Group currently has contracts to offer insurance products from the following companies (listed in alphabetical order):

  • Assumption Life
  • BMO Insurance
  • Canada Life
  • Empire Life
  • Equitable Life
  • Forester
  • Industrial Alliance
  • Ivari Insurance Company
  • Manulife Insurance Company
  • RBC Insurance
  • SSQ Insurance
  • Sun Life Insurance Company

Mutual Fund Companies

We offer active and ETF mutual fund solutions to investors through various different companies. The companies we most often recommend are listed below (in alphabetical order):

  • BMO Investments
  • CI Investments
  • Fidelity Investments
  • Mackenzie Investments
  • NEI Investments (for clients interested in Ethical Funds)
  • Sun Life Global Securities

Group Insurance

We work in conjunction with Groupe Cloutier Avantages Sociaux  to assist in matching the best group insurance with the needs of our business clients.

Bourne Financial Group

With operations in Quebec & Ontario

201 – 297 Ch. Du Bord du Lac Lakeshore
Pointe-Claire, Quebec
H9S 4L4

Bourne Financial Group provides financial services to a wide range of individuals and businesses, with varying financial needs. Whether an individual, family or business, Bourne Financial Group works to assist clients with insurance, investment and other current and future financial needs.

Proud supporters of the Fundraising Organization Les 100 Gens qui s’impliquent

Mutual funds provided through Groupe Cloutier Investments.