3 Best Financial Services in Terrebonne

“Yannick Martin-Primerica's approach is not just about numbers; it's about understanding each family's unique financial situation and providing personalized solutions. With over ten years of expertise in financial services distribution, he offers dedicated services to help families eliminate their debts and achieve financial independence. From a business perspective, he plans to open ten agencies in the greater Montreal area within the next five years. He believes in empowering others through professional development training, mentorship, and coaching. By doing so, he helps his clients and offers motivated individuals the chance to take on challenges and advance significantly within the company.”

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“IG Gestion De Patrimoine wants to know your goals and those of your family to create a plan that will keep you on track as you change your life. Normand Roy serves as the group's savings representative, financial planner, and financial security advisor. He dedicates his time and expertise to crafting personalized financial plans for you and your family, ensuring your financial goals are met with tailored strategies and dedicated support. Normand Roy believes in understanding each client's unique financial situation and objectives. He takes the time to listen to your needs and offers advice that is easy to understand and follow. Whether planning for retirement, saving for your children's education, or investing wisely, Normand is there to guide you every step of the way. He builds strong relationships with his clients, ensuring they feel comfortable and confident about their financial decisions.”

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“Rivard Chagnon & Associés is a team of exempt financial representatives that offers innovative products on the exempt market and traditional investments designed to preserve and grow your capital. Their primary goal is to increase the efficiency of your investment portfolio and maximize returns while taking as little risk as possible. They believe traditional asset classes rarely achieve this mandate, so they rely on alternative strategies to help you achieve your goals. Through a complete analysis of your needs, they will be able to help you discover exclusive products from the exempt market. Their dynamic team constantly seeks innovative investment opportunities in public and private markets. Rivard Chagnon & Associés assists companies in growing their core business, launching new initiatives, making key acquisitions, and even improving their technologies to support their long-term strategy and vision.”

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