3 Best Financial Services in Trois-Rivières, QC

Expert-recommended Top 3 Financial Services in Trois-Rivières, 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!

6+ YEARS IN TBR
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IG GESTION DE PATRIMOINE

4450 Boulevard des Forges, Suite 215,
Trois-Rivières, QC G8Y 1W5 Directions

Since 2012

Specialty:

Investments Retirement and Financial Planning Estate and Tax Planning Insurance Planning Cash Management Business Ownership Registered Retirement Income Fund & Savings Plan

IG Gestion de Patrimoine firm's President and CEO is Damon Murchison. At IG Gestion de Patrimoine, they take a personalized and holistic approach because every decision in one area can open opportunities or present challenges in another. They provide a real financial plan covering investing, retirement planning, and much more. They are dedicated to boosting the financial confidence of all Canadians by leveraging their people, expertise, and resources. They create comprehensive financial plans tailored to each client's unique needs and goals. Their team understands that everyone's financial situation is different. They take the time to get to know you and your specific circumstances. By doing so, they can craft a financial plan that truly works for you, helping you navigate life's various stages with confidence and peace of mind.

2025 Update: IG Gestion de Patrimoine bilingual firm in English and French, and clients can schedule an appointment via virtual mode and meeting in person.

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Contact:

  • andre.goudreau@ig.ca
(819) 378-2371

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

TBR® Inspection Report:

Trois Rivieres financial service Services financiers Argus
Trois Rivieres financial service Services financiers Argus
Trois Rivieres financial service Services financiers Argus
6+ YEARS IN TBR
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SERVICES FINANCIERS ARGUS

1300 Pl. du Technoparc, Bureau 332,
Trois-Rivières, QC G9A 0A9 Directions

Since 2011

Specialty:

RRS PS TfsAs and Other Investments Registered Education Savings Plans Retirement and Financial Planning Mutual Funds Segregated Funds CPG GIC Tax-Advantageous Regimes Life and Health Insurance Car and Home Insurance Mortgages VRSP and Group RRSP

Services financiers Argus is an independent financial services firm. Lysanne Ricard B.A.A. is the Owner and financial security advisor. Her greatest source of value is helping you find the right answers to your priorities and objectives. The team at Argus Financial Services is dedicated to watching over your finances. They are there for you throughout your life, at the moments that matter. With their wealth of experience, their multigenerational team helps you take a clear-eyed look at these sometimes complex financial issues. Attentive to your needs, their seasoned professionals offer you personalized support on a human scale. No matter the value of your assets, they are the partner for your future. Services financiers Argus work with over 40 insurance and investment companies in the industry to find the best solutions designed to meet the client's financial priorities.

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Contact:

(819) 840-2795

Mon-Thu: 9am - 4pm
Fri: By Appointment
Sat & Sun: Closed

TBR® Inspection Report:

Trois Rivieres financial service Caroline Tessier - Financière Sun Life Trois-Rivières
Trois Rivieres financial service Caroline Tessier - Financière Sun Life Trois-Rivières
Trois Rivieres financial service Caroline Tessier - Financière Sun Life Trois-Rivières
6+ YEARS IN TBR
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CAROLINE TESSIER

FINANCIÈRE SUN LIFE TROIS-RIVIÈRES
1610 Rue Bellefeuille, Bureau 100,
Trois-Rivières, QC G9A 6H7 Directions

Since 2000

Specialty:

Segregated and Mutual Funds Investments Savings RRSP RIFF TFSA GIC Life Annuity Workplace Investments Retirement Planning Long-Term Care Personal Health Permanent Life and Critical Illness Insurance

Caroline Tessier. Financière Sun Life Trois-Rivières is a well-known financial consultant in Trois-Rivières. Caroline Tessier is the district director of the firm. Sun Life has deep roots in Canada, founded over 150 years ago. Today, Sun Life is an industry leader, serving millions of individual clients, thousands of businesses across Canada, and millions more clients worldwide. They work closely with their clients to develop personalized plans for all stages of life. Their knowledgeable consultants understand your needs and build individual plans that address your future goals and adapt as your needs and circumstances change. At Sun Life, they believe in creating lasting relationships with their clients. They take the time to listen to your dreams and concerns, offering advice that makes you feel confident about your financial future. Their commitment is to help you achieve peace of mind and a brighter financial future.

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Contact:

  • b063@sunlife.com
(819) 375-7737

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

TBR® Inspection Report:

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