OUR PRODUCTS AND SERVICES
A glimpse into the History of Lanthier Financial Services
Alain Lanthier has been licensed since 1988 to sell life insurance, accident and sickness insurance, critical illness insurance as well as the sale of mutual funds in Ontario and Québec,. Alain also holds the designation of Certified Financial Planner® since 2003. As a business owner himself, Alain is an expert in corporate financial planning. He is passionate about helping other entrepreneurs succeed financially. Throughout his career, Alain earned for himself multiple honors:
Lanthier Financial Services is a firm that offers financial services. The company was founded in 1988 by Alain Lanthier, CFP® with the help of his wife Manon. In January 2022, Cynthia Quaile acquired Lanthier Financial Services Inc. This is the third location - alongside her mother, Theresa, they operate the Russell and Vankleek Hill offices under Wever Financial. Today, with the family values prevailing more than ever, the company has the mission to serve its community by offering knowledge and a service of quality.
Manon holds the position of Head Administrator since the beginning of Lanthier Financial Services. She holds a bachelor’s degree in business administration. She oversees the business general administration including, human resources, accounting as well as operation management. Her office is located at the entrance; therefore, she welcomes the customers with a warm smile.
OUR PRODUCTS AND SERVICES
OUR PRODUCTS AND SERVICES
Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered. Mutual funds, approved exempt market products and/or exchange traded funds are offered through Investia Financial Services Inc. Commissions, trailing commissions, management fees and other expenses may be associated with mutual fund, exempt market product, and/or exchange traded fund investments. Please read the Fund Fact or prospectus carefully before investing. Mutual fund, exempt market product and exchange traded fund investments are not guaranteed, their values change frequently, and their past performance may not be repeated. Segregated fund products are offered through Investia Financial Services Inc. and/or multiple carriers. Subject to any applicable death benefit guarantee, any part of the premium or other amount that is allocated to a segregated fund, is invested at the risk of the policy owner and may increase or decrease in value according to the fluctuations in the market value of the assets of the segregated fund. Guaranteed Investment Certificates (GICs) are offered through Investia Financial Services Inc. and/or multiple carriers.
Jacqueline has the role of assisting Alain in his administrative work. She joined the team in July 2007. Before she started working for Lanthier Financial Services, Jacqueline worked with the public. Her experience allows her to deliver an exceptional service to our clients. Through the years, she developed knowledge and skills that made her an asset within the company. Mother of three, and passionate about cooking, Jacqueline dedicates as much love and passion in her work as she does in other elements of her life.
Alexandre joined our team in January 2019 as an insurance advisor. He is native from Cornwall but now lives in Casselman. Ever since the purchase of his first house, Alexandre’s passion for finance started growing. His sales experience focusing on customer service allows him to quickly identify the client’s need to find a solution adapted to his unique situation. He possesses several skills that are necessary when building a trusting relationship with his clients. In his spare time, Alexandre is planning on completing several renovation projects, taking care of both design and labor.
Cynthia acquired Lanthier Financial Services Inc. in January 2022. This is the third location - alongside her mother, Theresa, they operate the Russell and Vankleek Hill offices under Wever Financial.
Cynthia believes that everyone should take the time to prepare their financial futures from start to finish. Whether you are purchasing your first home, protecting your family or getting ready to retire, she wants to help you and your family every step of the way.
In 2009, Cynthia obtained her Mutual Funds license as well as her life, accident and sickness insurance license. In 2012, she completed the Branch Manager course. In 2013, she successfully completed the Financial Planning Fundamentals course. In 2014, she successfully completed the Mortgage Agent course and in 2016, the Mortgage Broker course. In 2019, she obtained her Elder Planning Counselor designation. Prior to that, she was studying Business Administration - Financial Services at La Cité Collégiale where she graduated top of her class while working part-time at a financial institution as well as at Wever Financial.
Cynthia and her husband Brad reside just outside of Maxville with their two daughters, Addison, born in 2011 and Deveney, born in 2013. In her spare time, Cynthia enjoys a varied array of sports including broomball, ball hockey, soccer and baseball as well as running after her daughters.
Cynthia is fluently bilingual in both French and English and is looking forward to help you and your family achieve your financial goals.