A team of independent expertsat your service
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.
Over the years, I have developed strategic alliances with trusted partners to combine our expertise and provide you with comprehensive, high-quality financial guidance, covering all aspects of your personal finances.
We also work closely with recognized professionals in complementary fields, including real estate and mortgage brokerage, property and casualty insurance, as well as specialized real estate advisory services. This integrated approach allows us to deliver cohesive, well-structured solutions that are fully aligned with your financial reality, your objectives, and your life projects.
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.
Our investment services are carried through PEAK Investment Services Inc., Canada’s leading independent mutual fund dealer, distinguished by its fully independent business model: the firm does not manufacture proprietary investment products and does not impose sales pressure or incentives tied to specific product manufacturers. This structure allows us to select investment solutions solely based on our clients best interests, needs, and objectives.
PEAK is registered with the Autorité des marchés financiers (AMF) in Québec and with the Canadian Investment Regulatory Organization (CIRO), and its activities focus on investment products such as mutual funds and exchange-traded funds (ETFs). PEAK Investment Services Inc. is a member of the MFDA Investor Protection Corporation.
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.