The starting point
of your ambitions is planning.
of your ambitions is planning.
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 planner who can offer you personnalized advices and solutions. 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
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.