Groupe Financier Stratège operates as a financial services company in Quebec City. Their financial planning service centers around addressing the specific priorities of their clients. Through a customized, all-encompassing, and regularly updated planning methodology, they adeptly identify a tailored strategy and employ the essential resources to actualize your objectives. Catering to both businesses and individuals, their array of offerings encompasses Private Management, Savings and Investment, Financial Planning, and Insurance. At the core of Groupe Financier Stratège is a collaborative team of experts united by a shared vision to enhance the wealth and well-being of their clients, both from a financial and a personal perspective.
UNIQUE FACTS:
• Onsite Services
• Online Appointment.
Best Financial Services in Quebec
Expert recommended Top 3 Financial Services in Quebec, Quebec. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence.
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GROUPE FINANCIER STRATÈGE REVIEWS
Le Groupe Financier Stratège offre un service client exceptionnel. Leur équipe dévouée et attentionnée est toujours prête à répondre aux besoins des clients avec efficacité, professionnalisme et une touche personnelle inégalée. C'est un véritable plaisir de faire affaire avec eux et spécialement avec Marie-Julie !
Superbe service de la part de Gabriel Vézina! Il est à l’écoute de nos besoins et s’adapte en fonction de notre situation au fil de son évolution dans le temps. Professionnel et sympathique, il est toujours disponible pour répondre à nos question
Je me suis sentie en confiance dès le départ. Gabriel Vézina a fait une analyse complète et consciencieuse de ma situation et m’a proposé des solutions adaptées à mes besoins. Il a également assuré un suivi très efficace tout au long du processus. Je suis très satisfaite et je recommande Gabriel vivement!
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Votreconseiller.net stands out as a prominent financial institution within Quebec. At its helm is Ian Senechal, who serves as the firm's president. The reputation of Votreconseiller.net as a top-tier brand in the realm of financial services is steadily solidifying. The company prides itself on delivering tailored guidance that aligns with your unique financial circumstances, personal aspirations, risk tolerance, and a multitude of other essential factors. Emphasizing an advisory approach rooted in trust and expertise, the firm centers its operations around RESP-based family strategies. With a substantial asset management portfolio nearing 60 million and a client base of 3,000 individuals, Votreconseiller.net streamlines the process of wealth enhancement.
UNIQUE FACTS:
• Online Appointment
• Onsite Services.
Specialty:
Serving Locations:
Drummondville & Cabano
Contact:
Working Hours:
Fri: 9am - 12pm
Sat & Sun: Closed
TBR® Inspection Report:
VOTRECONSEILLER.NET REVIEWS
Ian Sénéchal est très disponible, même le soir au domicile des clients. Il répond rapidement aux e-mails. Excellents conseils sur les placements et l'épargne-études. Ian et son équipe sont fortement recommendés!
Mon expérience avec mon conseiller, Cédrick Lafrance, fût des plus agréables. Il a pris le temps de vulgariser pour moi le monde de la finance et d'évaluer les options possibles, selon ma propre situation. Je le recommande à quiconque désire en apprendre plus sur le monde de la finance.
Supporté par une grande compagnie d'assurances (Investia - IA Groupe financier), j'ai transféré la gestion d'une portion des avoirs financiers de ma famille à Ian. Encore plus à venir.
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Mieux Planifier uncovers potent financial strategies designed to propel your financial well-being. Their team of impartial financial planners meticulously sifts through over 10,000 funds to curate the finest investment options. Elevating financial services to new heights, Mieux Planifier employs a range of top-notch tools, strategies, and portfolios. The company distinguishes itself through its impartial approach, meticulously evaluating your investments, optimizing tax implications, seamlessly integrating investment loans, and offering various other benefits. Backed by robust financial software and unwavering independence, Mieux Planifier delivers exceptional services. The firm takes into careful consideration both your individual circumstances and financial objectives, shaping a comprehensive financial framework tailored to you.
UNIQUE FACTS:
• 8 Years of Experience
• Onsite Services
• Online Appointment.
Specialty:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
MIEUX PLANIFIER REVIEWS
Merci à toute l'équipe Mieux Planifier pour l'excellent travail! Maintenant je sais à qui faire confiance avec mes finances.
Bon service , équipe jeune et plein d'embition et sourtout indépendant a fournir le meilleur rendement possible !
Un seul mot pour décrire cette entreprise L' EXCELLENCE !!!
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