The Firm
We aim for the expertise, growth and success of our customers
A firm at your service
Attentive to services adapted to your needs
DVSF is a firm that prides itself on serving the needs of successful individuals, professionals, and entrepreneurs. Our firm advises on all aspects of financial planning
Consult our servicesOur vision
We help entrepreneurs and professionals get rich and realize their dreams
In all discretion, we are specialists in the preservation of your capital. We support you in the creation, protection and distribution of your wealth. We are able to offer you a complete financial plan from a tax, legal and inheritance point of view.
Discover the benefitsEssential actors who make the success of our firm
Success would not be possible without the support of our motivated support team who work hand in hand with our associate advisors
David Veilleux
Associate Financial Security Advisor Group insurance and group annuity plans advisor Mutual fund dealer representative with Investia Financial Services
Specialized with entrepreneurs and professionals who are at the stage of intergenerational transfer or the sale of their business, he is interested in the preservation and protection of their capital. In addition, he offers expertise in cash management and wealth management. David Veilleux's main objective is to support his clients in growing their wealth while protecting the value of their assets.
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Alexandra foisy, B. A., ll.B., pl. Fin.
Associate Financial Planner Financial Security Advisor Group insurance and group annuity plans advisor Mutual fund dealer representative with Investia Financial Services
Of a determined and go-getter nature, she accompanies you and advises you in order to enable you to make the best decisions for your future. Alexandra has the success and happiness of her clients at heart, the bond of trust is essential to her. Working hours are not calculated, the quality of service she offers to her clients is the result of her dedicated work.
Obtain more informationDVSF values
Our values reflect our way of working as a team as well as the way of working with our customers
Loyalty
Develop a relationship of trust in all honesty and respecting its commitments
Discretion
Act with humility and maintain absolute confidentiality
Independance
To prioritize the client's interests first
Leadersip
Collaborate towards the same objective which is the growth and success of our customers
Pleasure
Take pleasure in our work and in our relationships
Philanthropy
DVSF invests in our company
DVSF and its team have a deep desire to get involved in society. Whether through monetary donations or social involvement, this desire is always implemented. We are proud of the company we are and believe that growth into the future involves giving back to society through various actions.
Towards carbon neutrality
DVSF has been working to reduce its carbon footprint for several years. Several actions have been put forward in recent years. There has been a great decrease in paper printing. There has been an increase in virtual meetings and a decrease in car travel. Filling reusable water bottles at client meetings has replaced the use of disposable plastic bottles. The company continues to innovate and implement new measures to reduce its ecological footprint.
Donations to charitable organizations
Every year, DVSF contributes to different causes. It is important for us to give back to society and do our part.
B. Corp. Certification
DVSF aims to qualify for Benefits Corporation certification within the next few years. The certification is very rigorous. Companies certified by this title are at the forefront of innovation and good practices in governance and social responsibility. From 2023, measures will be put in place to improve our business and inspire others to follow suit.
Learn more about B CorpDiscover expert services tailored to your needs
All the financial services you need under one roof, including financial planning, investment and investment portfolio analysis, and personal insurance.
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