3 Best Financial Services in Sherbrooke, QC

Groupe DeVimy stands as a financial services entity with a central focus on optimizing tax strategies for retirement income, principal, and planned gifts. At the helm of this venture is founder Dominic Lapointe, who assembles a multidisciplinary team committed to serving entrepreneurs and their families. Groupe DeVimy excels in the realms of personal insurance and comprehensive financial management. The firm takes a proactive role in guiding and supporting entrepreneurs and their families in the holistic management of their family wealth. This involves meticulous retirement planning that empowers individuals to transition into new endeavours. Groupe DeVimy places a strong emphasis on building a deep understanding of its clients, aiming to comprehend their unique needs, concerns, and aspirations.

UNIQUE FACTS:
• Certified Financial Planner
• Online Appointment
• Onsite Services.

Mérici Services Financiers Inc. is an independent brokerage firm in Sherbrooke. They have been offering unbiased advice to their clients for more than two decades. Their focus is to fulfill the requirements of all their clients, irrespective of their portfolio size. They take pride in being entrusted with their projects and helping them realize their aspirations. Their team of advisors presents an extensive array of financial offerings to cater to your needs. The core ethos of Mérici Services Financiers Inc. centers on uniting the utmost in professional excellence. The firm is dedicated to cultivating relationships grounded in trust with each and every client. They leverage the skillset of their proficient experts, whose sole focus is on serving your best interests. The unwavering commitment of Mérici Services Financiers Inc. revolves around furnishing clients with exceptionally qualified financial services.

UNIQUE FACTS:
• Over 25,000 Investors Trust Their Advisors.
• More than 140 Affiliated Advisors
• Nearly a Billion in Assets Under Management.
• Online Appointment
• Onsite Services.

Croissance Capital Inc. operates as a financial services company, proudly holding three certifications from the Autorité des Marchés Financiers that grant authorization for offering a comprehensive range of services and products across Quebec. With a rich history spanning more than 26 years in the financial services sector, Croissance Capital Inc. brings a wealth of experience to the table. The firm undertakes thorough assessments and analysis of both the economic landscape and individual client portfolios through its team of professional financial planners. This approach enables them to provide swift solutions and forward-looking recommendations. Additionally, they exhibit a keen understanding of your tax profile, allowing them to structure your RRSP for optimal results.

UNIQUE FACTS:
• Onsite Services
• Certified Professionals
• Online Appointment.