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BEST RATED SHERBROOKE, QC FINANCIAL SERVICES FR

3 Best Financial Services in Sherbrooke, QC

Expert-recommended Top 3 Financial Services in Sherbrooke, 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!

Sherbrooke financial service Groupe DeVimy
Sherbrooke financial service Groupe DeVimy
Sherbrooke financial service Groupe DeVimy
Sherbrooke financial service Groupe DeVimy video
9+ YEARS IN TBR
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GROUPE DEVIMY

(4.8 Score)
3425 King West, Suite 240,
Sherbrooke, QC J1L 1P8 Directions

Since 2006

Specialty:

✓ Estate and Succession Planning ✓ Financial and Retirement Planning ✓ Pension Funds ✓ Tax-Free Savings Accounts ✓ Registered Retirement Savings Plans ✓ Risk Management ✓ Private Management Mandate ✓ Charitable Giving ✓ Investment Strategy ✓ Corporate Tax Efficiency ✓ Disability ✓ Critical Illness Insurance ✓ Financial Wealth Management ✓ Family Financial Planning

“Groupe DeVimy is a financial services firm dedicated to guiding entrepreneurs and their families through the integrated management of their family wealth. Firm's President and financial security advisor, Dominic Lapointe. The firm specialises in personal insurance and financial management. With this acquisition, the team has a place to stay in a friendly business environment that allows them to welcome their customers in a warm setting. They guide and accompany entrepreneurs, wealthy individuals, and their families in the integrated management of their family estates. They act as conductors, in collaboration with all professionals in the company and the family, in managing and sharing assets for the next generations and the causes that are close to their hearts. Groupe DeVimy strives to get to know you and fully understand your needs, concerns, and ambitions.”

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Contact:

(819) 564-8893

Mon-Thu: 8:30am - 4:30pm
Fri: 8:30am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

Sherbrooke financial service Mérici Services Financiers Inc.
Sherbrooke financial service Mérici Services Financiers Inc.
Sherbrooke financial service Mérici Services Financiers Inc.
Sherbrooke financial service Mérici Services Financiers Inc. video
7+ YEARS IN TBR
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MÉRICI SERVICES FINANCIERS INC.

(4.8 Score)
31 rue King Ouest, Bureau 202,
Sherbrooke, QC J1H 1N5 Directions

Since 2002

Specialty:

✓ Retirement and Tax Planning ✓ Risk and Investment Management ✓ Asset Management ✓ Business and Insurance Planning ✓ Succession ✓ Estate Planning

“Mérici Services Financiers Inc. President Michel Boutin. At Mérici Services Financiers Inc., the team takes pride in their exceptional team that upholds the high standards you deserve. They believe in synergy and collaboration among their financial advisors to address your specific needs and provide personalized solutions. Their team works closely to deliver top-quality services and guide you towards informed decisions. They are committed to providing highly qualified financial services to clients. Their goal is to give you the best advice while being fully dedicated to your interests without any other influence. For over 20 years, they have been proud to provide completely independent advice to all their clients.

2025 Update: Mérici Financial Services is a fully independent brokerage firm that doesn't aim to be the biggest or the most well-known, and its goal is to be the best for you. Their team advisors can offer you a wide range of financial products and services, and they have no sales quotas to meet. They suggest the right strategy with the right products is offered to the right client at the right time.”

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License #1160776804

Contact:

(819) 829-5590 (866) 829-5590

Mon: 9am - 5pm
Tue-Thu: 8:30am - 4:30pm
Fri: 9am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

Sherbrooke financial service Croissance Capital
Sherbrooke financial service Croissance Capital
Sherbrooke financial service Croissance Capital
9+ YEARS IN TBR
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CROISSANCE CAPITAL

(4.7 Score)
531, Rue Conseil,
Sherbrooke, QC J1G 1J9 Directions

Since 1996

Specialty:

✓ Estate and Finance Planning ✓ Investment Management ✓ Personal Insurance and Risk Management ✓ Taxation and Retirement Planning ✓ Life and Health Insurance ✓ Annuities ✓ Registered Retirement Savings Plan ✓ Registered Retirement Income Funds ✓ Tax-Free Savings Accounts ✓ Non-Registered Investment Plans

“Croissance Capital is led by President and Managing Director Frederic Gariepy-Ladouceur. Established over 25 years ago in Sherbrooke in the Eastern Townships, the Croissance Capital team holds two certifications issued by the Autorité des Marchés Financiers. They evaluate and analyze the economic situation and clients' wealth through professional financial planners to offer immediate solutions and recommendations for the future. They also understand your tax situation to better structure your RRSP. At Croissance Capital, they also believe in a personalized approach to financial planning. Frederic and his team take the time to get to know each client personally, understanding their unique goals, dreams, and challenges. This dedication to building strong relationships allows them to provide tailored advice that aligns with each client's best interests.

2025 Update: Croissance Capital was founded by Alain Côté and Sylvain Beauséjour.”

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License #1146374310

Contact:

(819) 562-2877

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

TBR® Inspection Report:

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GROUPE DEVIMY REVIEWS

J’adore cette équipe de professionnels. Ce sont des gens de coeur qui souhaitent que le mieux pour leur clients. Toujours de bons conseils, disponibles et honnêtes. Je les recommande dès que j’en ai la chance.

très bon service conseil! Des gens compétents et présents pour répondre à nos questions!

Équipe professionnelle, à l'écoute des gens et dévouée sur tous les niveaux.

These reviews are provided for information purposes and to help you make informed decisions.

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MÉRICI SERVICES FINANCIERS INC. REVIEWS

Une équipe professionnelle avec une belle proximité avec les clients !

CROISSANCE CAPITAL REVIEWS

Service impeccable! Excellents rendements! Je vous recommande fortement!

Excellents consultants financiers. Je recommande fortement! Excellent service!!

TBR® Inspection Score Report

GROUPE DEVIMY Total Inspection Points: 116/120
Experience: 8
Business Hours: 9
Responsiveness: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MÉRICI SERVICES FINANCIERS INC. Total Inspection Points: 114/120
Business Hours: 9
Business Images: 9
Complete Info: 9
Exact Services: 9
Experience: 9
Service Diversification: 9
Contact Info: 10
Location Proximity: 10
Reviews Accuracy: 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

CROISSANCE CAPITAL Total Inspection Points: 113/120
Complete Info: 8
Business Hours: 9
Exact Services: 9
Review Analysis: 9
Service Diversification: 9
Website Standard: 9
Business Images: 10
Contact Info: 10
License: 10
Experience: 10
Location Proximity: 10
Reviews Accuracy: 10

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