A multidisciplinary team:Financial planner, Security advisor and more!
Choosing a financial planner isn’t just about numbers. It’s first and foremost about building a human relationship and trust. At Gestion de Patrimoine Villeneuve, I support my clients at every stage of their financial journey:
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Personalized planning: creating a clear, realistic strategy that reflects your goals and priorities.
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Financial optimization: maximizing returns, reducing taxes, and protecting your assets with tailored solutions.
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Long-term guidance: adjusting your plan as your family, career, and economic situation evolve.
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Holistic vision: integrating investments, taxation, retirement, insurance, and estate planning into a coherent strategy.
My commitment is simple: to make your finances clearer, more effective, and less stressful. I take the time to explain, answer your questions, and provide the tools you need to make confident decisions.
Whether you’re a growing family, an ambitious entrepreneur, or simply someone who wants to bring clarity to their finances, you’ll find here a human, transparent, and client-focused approach designed around your needs.
Financial planner, personal finance and collective savings advisors
We have formed strategic alliances with key partners to combine our expertise and provide you with comprehensive, high-quality financial services, covering both personal finance management and financial planning.
Additionally, we work closely with experienced professionals in related fields, such as real estate and mortgage brokerage, property insurance, and specialized real estate consulting. This integrated approach allows us to offer solutions that are coherent, tailored to your needs, and aligned with your life goals.
Financial Planner
Group savings representative
Financial Security Advisor
PEAK Investment Services Inc.
Financial Planner
Group savings representative
Financial Security Advisor
PEAK Investment Services Inc.
Financial planner
Group savings representative
Financial security advisor
PEAK Investment Services Inc.
I am attached to PEAK Investment Service Inc., a collective savings broker registered with Autorité des Marchés Financiers in Quebec and the Investment Industry Regulatory Organization of Canada, and whose activities target investment products such as mutual funds and exchange-traded funds. PEAK Investment Services Inc. is a member of the MFDA Investor Protection Corporation.
However, I remain independent and I can offer you independant advice and solutions.
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.