About BFG
Empowering Your Success as a Financial Advisor
Since 1979, Boulos Financial Group (BFG) has been dedicated to providing exceptional personalized services to independent financial advisors in the Greater Montreal Region. We pride ourselves on our “personalized level of service” designed to make your business easier to manage and give you more time to diversify your efforts. As a complete resource for business risk management and personal asset protection, we are committed to supporting your success in every way.
Contact Us
514-448-9080
182 rue Saint-Charles O.
Longueuil, Québec, J4K 1C9
At BFG, we understand that the financial landscape is constantly evolving. That’s why we stay at the forefront of cutting-edge technologies and market trends, ensuring that you have the tools and resources needed to thrive in today’s marketplace. By partnering with us, you can keep pace with the ever-changing world and confidently navigate the challenges and opportunities that lie ahead.
Our Moto
What do our advisors need from us?
At BFG, we are driven by a simple question: “What do our advisors need from us?” We recognize that your success is our success, and we are dedicated to understanding and fulfilling your needs. By putting you at the center of our decisions, we ensure that our services align with your goals and aspirations.
Our Mission: Exceeding Expectations in Service Quality and Complexity
BFG’s mission is to provide independent financial advisors with a personalized service that exceeds their expectations in both service quality and complexity. We believe in going above and beyond to meet your unique needs and support your growth as an advisor.
Our dedicated team is committed to delivering outstanding service and helping you achieve your professional goals.
Our Long-Term Vision: Leading the Way in Service Excellence
Our long-term vision is to become the leading MGA brokerage firm known for its outstanding service towards financial advisors. We are committed to staying focused on quality customer service and making BFG Advisors the focal point of all our decisions.
By joining BFG, you become part of a forward-thinking organization that is dedicated to supporting your success and providing an exceptional experience for your clients.
Core Values: Growth, Personalized Service, Culture, and Expertise
Growth in Synergy
We believe in growing together. BFG continuously improves its service offering for financial advisors to help grow their businesses in synergy with ours while remaining independent and true to their mission. By joining BFG, you gain a valuable partner in servicing your clientele and expanding your business opportunities.
Personalized Service
At BFG, we build strong relationships with independent advisors. Our service is designed to foster individual relationships between case coordinators and advisors. We promote open communication, providing the support you need as you grow your business and process sales. You can count on our dedicated team to be there for you every step of the way.
BFG Culture
Our business culture is rooted in a friendly and collaborative approach. We treat our advisors like family, working together as a team to achieve shared goals and objectives. With a focus on quality service and a supportive mindset, we strive to create an environment where everyone thrives.
BFG Expertise
We understand the importance of expertise in various financial services. That’s why we invest in hiring and training BFG staff in specialized areas such as Tax & Estate Planning, Retirement Planning, Portfolio Analysis, and Financial Planning. By leveraging our expertise, you benefit from enhanced service and more efficient business processing.
Join BFG
Join Boulos Financial Group (BFG) today and experience the difference of personalized support, a culture of collaboration, and a commitment to your success. Together, let’s empower your growth as an independent financial advisor and provide outstanding service to your clients.
EXPERT GUIDANCE
Unlock your business’s growth potential—contact BFG today for expert guidance and explore new opportunities for your future success!
BFG ACCESS
Access the various services and benefits offered to BFG Advisors.
