The starting point
of your ambitions is planning.
of your ambitions is planning.
For over 5 years, I have been guiding more than 200 families across Quebec in managing and optimizing their financial wealth. My role goes far beyond financial planning : I am committed to providing a personalized, human, and long-term approach that helps every client move forward with confidence toward their life goals.
With a B.B.A. in Finance and certification as a financial planner, I combine professional rigor with an approachable style. My clients know they can rely on me for independent, objective advice that is tailored to their unique situation.
At Gestion de Patrimoine Villeneuve, my priority is clear: to protect and grow my clients’ wealth while simplifying their financial lives. Listening, transparency, and availability are at the heart of my practice, because every relationship is built on trust.
My team and I also collaborate with trusted partners to offer a multidisciplinary approach, ensuring families receive comprehensive, integrated solutions that meet today’s diverse needs.
INSURANCE
For all your personal insurance needs, whether life insurance, disability insurance, critical illness or group insurance, we can help you. We also offer insurance products adapted to self-employed workers.
INVESTMENTS
There are a variety of different products available to help you achieve your goals. We can help you determine the right strategy to adopt to optimize your tax planning, grow your assets and achieve your financial goals.
RETIREMENT PLANNING
When preparing your retirement plan, our financial security advisor will examine your situation in detail as well as your concerns and your goals in order to provide you with a personalized retirement plan.
I would recommend to a friend looking for financial services.
Mr. Villeneuve always takes the time to explain his recommendations and he always makes sure that we understand. He knows how to put us at ease.