Our Services

All the financial services you need in one place.

Individual insurance

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
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David Veilleux

President & financial security advisor
Group Insurance and Group annuity plans advisor
Investment representative, Quadrus Investment Services Ltd

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Alexandra Foisy

Partner
Financial security advisor
Financial planner
Investment representative, Quadrus Investment Services Ltd

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Caroline Charest

Financial security advisor
Group Insurance and Group annuity plans advisor
Investment representative, Quadrus Investment Services Ltd

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Claudia Létourneau Fillion

Financial security advisor
Group Insurance and Group annuity plans advisor
Investment representative, Quadrus Investment Services Ltd

Contact us!

Investment

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.

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  • 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
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David Veilleux

President & financial security advisor
Group Insurance and Group annuity plans advisor
Investment representative, Quadrus Investment Services Ltd

Equipe-mosaique_alex-640x640

Alexandra Foisy

Partner
Financial security advisor
Financial planner
Investment representative, Quadrus Investment Services Ltd

Equipe-mosaique_caroline-640x640

Caroline Charest

Financial security advisor
Group Insurance and Group annuity plans advisor
Investment representative, Quadrus Investment Services Ltd

Equipe-mosaique_claudia-640x640

Claudia Létourneau Fillion

Financial security advisor
Group Insurance and Group annuity plans advisor
Investment representative, Quadrus Investment Services Ltd

Contact us!

Financial planning

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
  • Retirement
  • Inheritance / Succession Planning
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Alexandra Foisy

Partner
Financial security advisor
Financial planner
Investment representative, Quadrus Investment Services Ltd

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Nathalie Jourdain

Investment and Retirement Manager
Financial planner
Investment representative, Quadrus Investment Services Ltd

Contact us!

Veilleux Assurances et Rentes Collectives

Veilleux Assurances et Rentes Collectives is entirely dedicated to small, medium and large companies by providing their employees with the right coverage in terms of group insurance, group annuities and pension funds. Offering your employees a benefits program is a mark of recognition! Establishing a group insurance plan allows you to attract the best candidates and to insure the loyalty of the employees already in place. Have you ever thought about protecting your company against the loss of key employees? Our team works rigorously for the well being of your employees and for the well being of the company’s finances. Meet us to learn more about the different choices and strategies available in order to offer your employees the right coverage.

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David Veilleux

President & financial security advisor
Group Insurance and Group annuity plans advisor
Investment representative, Quadrus Investment Services Ltd

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Caroline Charest

Financial security advisor
Group Insurance and Group annuity plans advisor
Investment representative, Quadrus Investment Services Ltd

Contact us!

DV: PHILANTHROPY

Have you heard about

our involvement in philanthropic activities?

DV: WEALTH MANAGEMENT

manage and protect your assets

DV: CAREERS

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Join a team that stands out. A team that wins.