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BEST RATED BROSSARD, QC FINANCIAL SERVICES FR

3 Best Financial Services in Brossard, QC

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!

Vinet Gestion Privée - Brossard, QC Financial Services - Portrait
Vinet Gestion Privée - Brossard, QC Financial Services - Professional Highlights
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VINET GESTION PRIVÉE

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

Since 2024

Specialty:

✓Retirement Planning ✓Drawdown Planning ✓Wealth Management ✓Financial Planning ✓Estate Planning ✓Tax Planning ✓Investment Management ✓Insurance Planning ✓Personalized Investment Strategies

"Vinet Gestion Privée-Gestion de patrimoine Assante CI Jean-François 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 offers an integrated approach that allows you to structure your wealth according to your life and family goals."

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License #2279843595

Price:

Personalized Financial Plans Included When Transferring $200,000

Contact:

(514) 475-1167 (450) 766-1760

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

CI Assante CMM - Brossard, QC Financial Services - Company Logo
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CI ASSANTE CMM

(4.7 Score)
4605 B Boul. Lapinière Bur 250,
Brossard, QC J4Z 3T5 Directions

Since 2015

Specialty:

✓Asset Management ✓Wealth Management ✓Risk Management ✓Consolidated Reports ✓Financial Planning ✓Retirement Planning

“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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Contact:

(450) 766-1761

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

IG Gestion de Patrimoine - Brossard, QC Financial Services - Office Image
Brossard financial service IG Gestion de Patrimoine video
6+ YEARS ON TBR
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IG GESTION DE PATRIMOINE

(4.7 Score)
1850 Avenue Panama, Suite 600,
Brossard, QC J4W 3C6 Directions

Specialty:

✓Financial Planning ✓Investment Solutions ✓Insurance ✓Mortgage Solutions ✓Retirement Planning ✓Tax Planning ✓Estate Planning ✓Liquidity Management ✓Entrepreneurship

“IG Gestion de Patrimoine has built a reputation for providing personalized and comprehensive financial advice. Their experienced advisors are dedicated to helping clients achieve their financial goals, whether planning for retirement, managing investments, or protecting their assets. The team prides itself on understanding each client's unique needs and crafting tailored strategies to meet them. Whether you're an individual looking to secure your financial future or a business striving for expert financial management, IG Gestion de Patrimoine is there to provide the guidance and support you need every step of the way. Damon Murchison is the President and CEO of IG Gestion de Patrimoine.”

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Contact:

(450) 443-6496 (450) 641-1515

By Appointment

TBR® Inspection Report:

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VINET GESTION PRIVÉE - GESTION DE PATRIMOINE ASSANTE REVIEWS

Jean-François is an excellent financial advisor. We have been working with him since 2016 for all our investment and retirement planning, and he has more than surpassed our expectations. Courteous, highly competent, quick to respond. Solid advice that is clearly explained. His clients' best interests really are his top priority.

Jean-Francois has been managing my financial portfolios since 2018. And I am very happy with his service. His professional advice allows me to have a peace of mind to enjoy my life. And the numbers speak for themselves.

Professional and attentive to your needs and solutions tailored to your needs. A great financial partner to help you achieve your goals.

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CI ASSANTE CMM REVIEWS

First meeting via Zoom. Really satisfied with the discussions. Attentive people. I feel comfortable with them.

Thank you for your services. Your team is exceptional.

IG GESTION DE PATRIMOINE REVIEWS

J'ai toujours eu une bonne entente avec eux, que je rencontrais ici pour la première fois en 15ans de régime d'épargne avec eux, suite à la fermeture de la société pour laquelle je travaillais. Rencontre agréable, très proactif même si je suis un petit investisseur! Et lorsqu'il y a des changements concernant mon portefeuille, je reçois toujours les informations. Merci.

IG Gestion de Patrimoine ils vont au-delà des REER pour examiner l'ensemble de votre situation financière afin de prévoir votre revenu mensuel à la retraite... Ainsi, vous avez une vision claire d'aujourd'hui et de demain.

TBR® Inspection Score Report

VINET GESTION PRIVÉE - GESTION DE PATRIMOINE ASSANTE Total Inspection Points: 114/120
Complete Info: 8
Business Hours: 9
Business Images: 9
Responsiveness: 9
Review Analysis: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CI ASSANTE CMM Total Inspection Points: 113/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Reviews Study: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

IG GESTION DE PATRIMOINE Total Inspection Points: 112/120
Acknowledgments: 8
Business Images: 8
Complete Info: 8
Current Evaluation: 9
Reviews Study: 9
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

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