About the founder

Marina Longpre, Pl. Fin.

Accredited financial planner and founder of Investissements De Longpre. Specialized in business exit and retirement planning for Quebec executives and professionals.

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Marina Longpre has led Investissements De Longpre since its founding. An accredited financial planner, she built the firm around a simple principle: the quality of advice is measured over ten, twenty, thirty years — not over a quarter.

Her personal practice focuses on complex mandates — executives, professionals, real-estate owners, families in transition — but today the firm includes several planners and advisors who carry client mandates with the same rigour, each with their own specialty.

Founded in 2019, Marina leads an independent firm with $70M+ in assets under management, structured around two brokerages: Investia Financial Services Inc. and Groupe Financier Horizon. This independent advice — we work with 40+ institutions through our distributors — enables an open product architecture, free from internal distribution constraints.

Her practice focuses on complex mandates: specialization in business sale, real-estate sale, and executives aged 55+, incorporated professionals, and families in transition. Every file is led personally, with the support of the team and direct coordination of clients' accountants, tax specialists, and notaries.

Accreditations

Pl. Fin. — Financial Planner (Quebec Institute of Financial Planning)
Mutual fund representative — AMF
IQPF Member
Financial security advisor
Group insurance and annuities advisor
ETF and alternative investments licences

Brokerages

· Investia Services Financiers Inc.
· Groupe Financier Horizon

Partnerships

· Securities management: Investia Services Financiers inc.
· Insurance policy management: Planif-Globale Inc.

Open architecture

Our partner institutions

Our independence lets us compare and select products from several recognized institutions — in investments and in insurance — based on what fits your situation.