BEST RATED BROSSARD, QC FINANCIAL SERVICES FR

3 Best Financial Services in Brossard, QC

Q: How do you help clients identify their most important financial priorities?

We start with a free, no-obligation meeting to map out income, debts, family situation and goals. Together we rank what needs protecting first (income, family, mortgage) and what to build next (emergency fund, retirement, children's education), then I put the plan in writing in plain language.

Q: How do you help clients evaluate the financial impact of major purchases?

Before a major purchase such as a home, I look at how the new payments affect the budget, the emergency fund and existing savings, and whether insurance coverage still matches the new debt. For a first home, I explain how the FHSA and the RRSP Home Buyers' Plan can be combined.

Q: How many clients do you assist each year?

Over 700 clients served since 2023, with new families and business owners joining every year.

Q: Do you provide virtual financial consultations?

Yes. Meetings are available by videoconference (Teams) anywhere in Quebec, as well as in person at the office near Quartier DIX30 in Brossard or at the client's home.

Q: What certifications and registrations do you have in Brossard?

Financial Security Advisor registered with the Autorite des marchés financiers (AMF), certificate no. 267112, and member of the Chambre de la sécurité financière (CSF). Affiliated with iA Financial Group.

Q: What is the typical cost range for your financial services in Brossard?

The first meeting and the needs analysis are free and without obligation. Insurance and investment products are priced by the insurer or fund; as an advisor I am compensated by the insurer, and fees, if any, are disclosed before anything is signed.

Q: What considerations do you discuss with clients who are planning to relocate?

Moving can change insurance needs, employer group coverage and tax situation. We review beneficiaries, coverage tied to a mortgage or employer, and how savings accounts and pension plans follow the client, including transfers of RRSP, LIRA or pension values to a new institution.

Q: How quickly can you respond to clients who require urgent financial guidance?

I return calls and messages as quickly as possible, usually the same or next business day. Clients can call (514) 591-2191 or book a meeting online.

Expert-recommended Top 3 Financial Services in Brossard, QC. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

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VINET GESTION PRIVÉE

GESTION DE PATRIMOINE ASSANTE
4605 B Boul. Lapinière, Suite 250,
Brossard, QC J4Z 3T5 Directions

Since 2024

Specialty:

"Vinet Gestion Privée-Gestion de Patrimoine offers customized financial services. Jean-François Vinet is the Financial Planner and Investment Advisor of the firm. From tax specialists and estate planning advisors to investment consultants, he has access to a full in-house team to support him in supporting you. They work with you to develop a customized wealth management strategy to meet all your financial milestones. Your plan will be designed around your goals and needs, built with the best investments on the market, and continuously monitored to help you create the future you want. They help you define and prioritize each of your goals and develop a comprehensive wealth plan to help you achieve them. With access to a multitude of tools and resources, advisors and their clients are supported by the exceptional investment management team. They also offer a free consultation.

2026 Highlights: Vinet Gestion Privée-Gestion de Patrimoine offers an integrated approach that allows you to structure your wealth according to your life and family goals."

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Olivier Derval - Brossard, QC Financial Services - Portrait

Olivier Derval - Brossard, QC Financial Services - Office Interior Image

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OLIVIER DERVAL

IA GROUPE FINANCIER
2000 R. de l'Éclipse, Suite 210,
Brossard, QC J4Z 0S2 Directions

Since 2023

Specialty:

“2026 Highlights: Olivier Derval is a Financial Security Advisor based in Brossard, serving young families, self-employed workers and small business owners across Montreal's South Shore. His practice focuses on two things: protecting a household's income and family, and helping clients save with the right registered accounts. Meetings are relaxed and educational: clients leave with a clear, written picture of their situation and no pressure to sign. Olivier Derval offers a free initial meeting and needs analysis in person in Brossard, at the client’s home, or by videoconference anywhere in Quebec. He provides clear, numbers-based financial advice, specializes in financial planning for young families, including mortgage protection, life insurance, RESP grants, and FHSA accounts, and offers group insurance (MRA plans) for SMEs and self-employed workers without employer benefits. He offers free online budget, retirement, and insurance calculators and is a member of the Chambre de la sécurité financière. He serves Longueuil, Saint-Lambert, Greenfield Park, Saint-Hubert, Boucherville, Saint-Bruno, La Prairie, Candiac and Chambly.”

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CI ASSANTE CMM

4605 B Boul. Lapinière Bur 250,
Brossard, QC J4Z 3T5 Directions

Since 2015

Specialty:

“2026 Highlights: CI Assante CMM offers wealth management services designed specifically for clients. Their wealth management consulting is always tailored to your specific ambitions and meets the highest industry standards. CI Assante CMM also provides innovative and precise strategies to help you increase, preserve, and protect your wealth, allowing you to focus on what truly matters. Their personalized approach as your advisor ensures that each strategy perfectly addresses your unique needs, allowing you to build and protect your wealth with confidence and clarity.”

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Frequently Asked Questions About Financial Services in Brossard, Canada

Carefully selected questions to evaluate important aspects. Comparing the answers helps you choose the service provider that best suits your needs.

1. What types of clients and businesses do you serve?

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Answer from OLIVIER DERVAL - IA GROUPE FINANCIER

Young families, first-time home buyers, self-employed workers and owners of small and medium businesses in Brossard and on Montreal's South Shore. I help with life, disability and critical illness insurance, mortgage protection, group insurance for SMEs (MRA plans), and savings (RRSP, TFSA, FHSA, RESP, investment funds).

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2. How do you help clients identify their most important financial priorities? 3. How do you help clients evaluate the financial impact of major purchases? 4. How many clients do you assist each year? 5. Do you provide virtual financial consultations? 6. What certifications and registrations do you have in Brossard? 7. What is the typical cost range for your financial services in Brossard? 8. What considerations do you discuss with clients who are planning to relocate? 9. How quickly can you respond to clients who require urgent financial guidance? 10. What languages do you speak?

Olivier est vraiment à l’écoute des besoins de ses clients. Chaque question posée est prise au sérieux et jamais considérée comme inutile ou stupide. Il prend le temps de bien nous répondre et fait de son mieux pour répondre à chacune de nos questions. Son écoute et sa disponibilité sont grandement appréciées.

Très bon service d’Olivier, il sait de quoi il parle et très professionnel. Il a été en mesure de transférer mon argent chez industrielle alliance pour mon REER. À bientôt Olivier.

Merci beaucoup Olivier pour ton écoute, ta patience et ton professionnalisme. Au plaisir de se reparler.

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Our Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. If you are looking for full list of our 50-Point Inspection, the following list will give you a clear picture. Few items may not be applicable to all businesses.

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