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The starting point
of your ambitions
is planning.
Alexandre Villeneuve, conseiller en sécurité financière

ALEXANDRE VILLENEUVE

Financial Security Advisor

Motivated by the desire to improve the financial situation of my clients, I am a key ally in planning your savings and your finances. With a bachelor’s degree in business administration (BAA), I have a solid knowledge of personal finances and I am supported by experienced partners.

Although attached to PEAK Investment Services Inc., I am an independent financial security advisor who can offer you very diversified products. I make sure to offer a quality service with great added value for the management of your assets.

Professionalism, rigor, availability and listening are the fundamental values of Villeneuve Wealth Management.

INSURANCE, INVESTMENTS AND RETIREMENT PLANNING

Complete financial services

assurance

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.

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investissement

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.

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planification de la retraite

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.

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TESTIMONIALS

They recommend Villeneuve Wealth Management

Alexandre is very easy to talk to and has exceptional organizational skills and attention to detail. He is responsive and always willing to answer any questions I have, helping me in achieving my financial goals. I recommend Alexandre to anyone seeking an independent, competent, and dedicated partner in managing their finances.
Tatjana
Client
(translated from French)
I would recommend to a friend looking for financial services.
Louis-Philippe Thauvette
Client
(translated from French)
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.
Cathalina Armbruster
Client
Mr. Villeneuve was very professional and human. His goal is truly to help people improve their financial situation. He was able to clearly explain the importance of investing and I felt his approach was personalized. I therefore recommend it for anyone who would like to start investing or improve their financial situation.
Pierre-Olivier Tremblay
client
Mr. Villeneuve helped me understand how to invest my money so that I could save for my future. He is reassuring and explains well what needs to be done.
Rosalie Ferri
client
Alexandre inspires confidence. Professional and attentive. His advice is objective and personalized. I recommend it without hesitation.
Andrew Lapointe
client
Very satisfied. I highly recommend. He took the time needed to find the true needs of our family and our wallet. The service is very human and our questions were all answered clearly.
Alyssa Beaudoin
client
Alexandre knew how to direct my investments into the right investment portfolio. I recommend his personalized advice to everyone.
Marco Ferri
client
Very professional service! He is efficient, understanding and attentive. I recommend him without hesitation!
Cath P.
client

FINANCIAL SERVICES

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