A multidisciplinary team:financial planner, personal finance advisor and more!
Motivated by the desire to improve the financial situation of my clients, I am an ally of choice for your finances and the management of your assets. I make sure to offer quality service with great added value. Professionalism, rigor, availability and listening are the four values that represent me.
My titles:
- Financial security advisor
- Group savings representative
With my BBA in hand, I have a solid knowledge of personal finance. Considering that teamwork is the key to success, Villeneuve Wealth Management has also surrounded itself with a solid team of wealth management advisors and a financial planner.
Financial planner, personal finance and collective savings advisors
We are associated with two partners in order to combine our strengths and experiences and offer unparalleled complementary financial services for the management of your personal finances and financial planning. In addition, we have also partnered with Multi-Prêts Hypothèque as well as Proprio Direct to offer you services in terms of mortgage brokerage.
ML financial services
Group savings representative
Financial Security Advisor
PEAK Investment Services Inc.
(450) 859-4226
305-7750, Boul. Cousineau
Saint-Hubert, Qc, J3Z 0C8
www.mlservicesfinanciers.com
Villeneuve Wealth Management
Group savings representative
Financial Security Advisor
PEAK Investment Services Inc.
(514) 659-0196
305-7750, Boul. Cousineau
Saint-Hubert, Qc, J3Z 0C8
www.gestionpatrimoinevilleneuve.com
Services Financiers Lacasse Inc.
Financial planner
Group savings representative
Financial security advisor
PEAK Investment Services Inc.
(514) 229-6307
305-7750, Boul. Cousineau
Saint-Hubert, Qc, J3Z 0C8
www.Servicesfinancierslacasse.com
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 insurance and investment products from different companies.
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.