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Founded by Annie Bélanger and Louis-Pierre Brosseau at the end of the 90s, Bélanger, Brosseau Fiscalité, Assurances & Placements Inc. offers its clients three specialties – Taxation, insurance and investments.

In 2019, their son-in-law Frédéric Babeux joins the team, it is him who will take the reins of the family business in 2021. Thanks to a transition year with Louis-Pierre, Frédéric keeps the entirety of the family business’ clients. Louis-Pierre was able to retire with the insurance that his former clients would be well taken care of.

With the arrival of Frédéric, clients now gain access to stocks, bonds and exchange traded funds since he holds a securities license. This addition allows the team to compete on equal footings with the services offered by the large financial institutions. Since then, the team deploys all its energy to offer red carpet service to Entrepreneurs and incorporated professionals.

Today, it is with great honor that we accompany more than 100 Entrepreneurs, such as Doctors, Dentists, Optometrists, real estate investors, consultants as well as many wealth families.


Photo de Frédéric Babeux

Frédéric has more than 8 years of experience in the field of financial services. He holds a Bachelor Degree in Business Administration, with a specialty in Finance. Frédéric has worked as a Credit Risk Analyst at National Bank and as a Inside Sales Representative for Sun Life Financial. In 2019, Frédéric decides to take the leap and becomes an Investment Advisor.

Frédéric oversees personalized portfolio construction for our clients. He is also in charge to review the tax efficiency of our client portfolios as well as withdrawal strategies. He also holds the title of Associate Portfolio manager, which allows him to offer discretionary management to our clients, a value added service.

Frédéric Babeux is registered as a Financial Security Advisor with Bélanger, Brosseau Fiscalité, Assurances & Placements Inc. He is also registered as an Associate Portfolio Manager with PEAK Securities Inc.

Frédéric Babeux, B.A.A., CIM

Associate Portfolio Manager

Financial Security Advisor

Photo d'Annie Bélanger

Annie has more than 30 years of experience in the field of life insurance. She obtained a Bachelor’s degree in business administration from University of Ottawa in 1989 and also obtained the title of Chartered Life Underwriter (CLU) in 1994. In addition, she holds a Master’s Degree in Taxation from Université de Sherbrooke (2011).

Annie has worked over 20 years for life insurance companies and large financial institutions to help high net worth families to optimize their tax situation and maximize their estate value.

Annie analyzes your situation and builds innovative, tax efficient insurance strategies to address your needs and wishes.

She elaborates personal and corporate strategies to reduce your tax burden, protect your net worth and estate with a broad range of insurance products. She can also make sure that your assets are transferred to the next generation according to your wishes.

Annie Bélanger, M. Fisc, Pl. Fin, A.V.A.

Financial Planner

Financial Security Advisor

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