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3 Best Financial Services in Sherbrooke, QC

Expert recommended Top 3 Financial Services in Sherbrooke, QC. 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. You deserve only the best!

GROUPE DEVIMY

125 Rue De Vimy, Sherbrooke, QC J1J 3M6 DIRECTIONS

Since 2006

Here’s The Deal:
Groupe DeVimy is a financial services firm focusing on tax maximization of retirement income and principal and planned gifts. The firm specializes in providing a plan for protection, management and transfer of wealth. They have four professionals on the team. The team offers personalized services tailored to your needs. Their mission is to accompany and assist you at each stage of your entrepreneurial and family journey. Their goal is to provide their clients with a personalized solution to optimize the return on your finances and protect your family. Their priority is to get to know you to understand your needs, concerns, and ambitions fully. Groupe DeVimy's clientele comprises entrepreneurs who sell their businesses and want to have the best strategies for disbursing and transferring their wealth, taking into account the taxation related to their management company, their savings and often the family trust.

SPECIALTY:
Estate, Succession, Financial and Retirement Planning, Pension Funds, Tax-Free Savings Account, Registered Retirement Savings Plan, Charitable Giving, Investment Strategy, Corporate Tax Efficiency, Disability & Critical Illness Insurance

[email protected]

facebook.com/devimyassocies

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Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 3pm
Sat & Sun: Closed

TBR® Inspection Report:

MÉRICI SERVICES FINANCIERS INC.

31 rue King Ouest, #202, Sherbrooke, QC J1H 1N5 DIRECTIONS

Since 2002

Here’s The Deal:
Mérici Services Financiers inc. is one of the best financial services located in Sherbrooke. Their advisors can offer you a wide range of financial products and services and have no sales quotas to meet. They are committed to bringing together the best of professionals. They believe that thanks to the team, they will be able to continue to offer you the quality service you deserve. They put forward the expertise of their qualified professionals, who only have your best interests at heart. They seek to build a relationship based on trust with each of their clients.

SPECIALTY:
Retirement and Tax Planning, Asset Management, Business, Insurance, Succession Planning & Estate Planning

[email protected]

merici.com

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Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

CROISSANCE CAPITAL INC­.

531, Rue Conseil, Sherbrooke, QC J1G 1J9 DIRECTIONS

Since 1996

Here’s The Deal:
Croissance Capital inc­ is a financial services firm in Sherbrooke. The firm has been serving clients in the local community for over 24 years. The team has over 20 professionals, including financial security advisors and mutual fund representatives. Croissance Capital inc evaluates and analyzes the economic situation and the clients' wealth through professional financial planners to offer immediate solutions and recommendations for the future. Through professional financial planners, their team evaluates and analyzes clients' economic situation and wealth to propose quick solutions and recommendations for the future.

SPECIALTY:
Estate, Insurance and Risk Management, Finance, Taxation, Investment and Retirement Planning, Life and Health Insurance, Annuities, Registered Retirement Savings Plan, Registered Retirement Income Funds, Tax-Free Savings Account & Non-Registered Investment Plans

[email protected]

croissancecapital.com

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Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 2:30pm
Sat & Sun: Closed

TBR® Inspection Report: