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Driven by a passion for helping clients achieve their financial goals, Mr. Boulos saw an opportunity to support other advisors in doing the same. With determination and a small team, he laid the foundation for what would become Boulos Financial Group’s success.
In 1985, Boulos Financial Group found its first official home on Grande-Allée in Saint-Hubert, marking the beginning of a series of triumphs. This central location on Montreal’s south shore set the stage for the company’s growth and prosperity.
With rapid growth in advisors and assets under management, BFG relocated within the same complex to a larger space. This move allowed for more staff, bigger meetings, and strengthened BFG’s position as a leading MGA.
BFG reached a major milestone with the acquisition of a new office on Saint-Charles Street in Vieux-Longueuil. This strategic space accommodated a growing team, enabled conferences, and supported continued expansion, with added staff and advisors driving business growth.
As the market rebounded after 2008, BFG grew rapidly, earning a strong reputation as a competitive MGA. To meet rising demand, the company opened a second office in Ville-Saint-Laurent, expanding its reach and serving a new advisor market.
To strengthen its presence in Montreal, BFG opened a third office on Blvd. Pie-IX, delivering specialized services to advisors and reinforcing its commitment to their success.
The Ville-Saint-Laurent office quickly became central to BFG’s investment business. Partnering with Investia Financial Services fueled rapid growth, prompting an office expansion to accommodate rising demand and give advisors room to thrive.
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