All the financial services you need in one place.
At David Veilleux Services Financiers, we offer you advise and a wide range of personal insurance products that suit your needs, all while offering financial security strategies of the outmost expertise.
Wether regarding life insurance, disability insurance, critical illness insurance, long term care insurance or key person insurance, we have the resources to help you. All the options that will be presented to you will be targeted at protecting your family, your company or yourself against the financial or economical impacts of unpredictable events.
Our objectives for your financial security:
- Protect your family’s financial balance in case of illness or death
- Be ready to face the death or the disability of a company’s owner, senior or key employee
- Determine your company’s worth in the event of death, disability, illness or retirement
- Minimize the tax amount to pay in the event of a death
- Separate equitably your inheritance among your heirs
- Insure your company’s loan or any other funding
- Establish the protections linked to your shareholder agreement
- Implement a share buyback strategy in the event of death, disability or retirement
- Implement a group insurance plan to attract new employees and to keep those in place
- Succeed in the implementation of inheritance strategies for the company
- Leave a legacy to the community
At DVSF, we offer every kind of solutions and services regarding financial planning. All our financial security advisors can count on our investment department support and advise, either for their portfolio or their retirement plan analysis.
Our whole team works in close collaboration in order to understand the financial markets and the several different financial products. Rigour is a key element when it comes to managing your portfolio and your wealth. We have at heart to offer you options and solutions that suit your needs throughout every step of your life because we know your financial situation evolves with time.
Insurance products, including segregated fund policies, are offered through David Veilleux Services Financiers Inc., and mutual fund products are offered by David Veilleux, Alexandra Foisy, Normand Chadwick, Caroline Charest, Claudia Létourneau Fillion and Benoît Lépine through Quadrus Investment Services Ltd. Quadrus Investment Services Ltd. and the corporate symbol are trademarks of Quadrus Investment Services Ltd. used with permission.
- High interest savings account
- Unregistered funds
- Mutual funds
- Segregated funds
- GIC (Guaranteed Investment Certificates)
- RRSP (Registered Retirement Savings Plan)
- RRIF (Registered Retirement Income Fund)
- LIRA (Locked-in Retirement Account)
- LIF (Life Income Fund)
- TFSA (Tax-Free Savings Account)
- RESP (Registered Education Savings Plan)
- IPP (Individual Pension Plan)
- Life income products
- Life annuities
Professional financial planning calls for a combination of strong technical skills and knowledge. The firms’ authorized team works in accordance with your needs, your values, your dreams all while considering the multiple interrelations that exist between every field of financial planning.
Our goal is to help you elaborate a financial plan by putting in place a series of actions entirely adapted to your needs and your constraints. Throughout our partnership, we will offer you consistent and realistic measures to reach your financial objectives. Together, we will follow your wealth’s evolution and will make sure that we make the right decisions at the right moment.
At David Veilleux Services Financiers, you can take advantage of an independent Financial Planning service. Whether for a complete or partial financial planning or even commercial or personal, our financial planners will be able to build a personalized plan according to your needs.
Examples of à la carte services:
- Evaluation of your insurance contracts
- Evaluation of the investment portfolio
- Retirement analysis
- Analysis of insurance needs
- Global financial plan for business owner
Please contact us to find out about all of our services and all the plans offered.
- Legal Aspects
- Insurance and risk management
- Finances / Financial Planning
- Tax system / Income Planning
- Investment / Investment Management Planning
- Inheritance / Succession Planning
Majoris – Group Insurance and Annuities
Discover Majoris – Group Insurance and Annuities
Majoris is the sister company of David Veilleux Services Financiers. DVSF has worked in financial services, as well as in group insurance and annuities, since 1995.
The two entities of the company form a multidisciplinary firm made up of a team of visionary, attentive and professional experts who aim to surpass themselves every day for you. Their goal is simple: to offer you a service tailored to your needs. Our unique and avant-garde approach allows us to find personalized solutions to ensure the financial health of your business and the well-being of your employees.
The world of group insurance is constantly evolving, which is why we have developed the Momentum application that allows you to easily manage your group insurance plan for each of your employees. This solution benefits administrators, as it reduces costs and increases efficiency.
Majoris also gives you the opportunity to access telemedicine services, only one of the several simple, unique and effective solutions that we can offer you. Our priority is to listen to you and to be there for you.
Learn more about all that Majoris, group insurance and annuities firm, can do for you by visiting majorisassurances.ca.