Our services
All the financial services you need in one place
Advanced tax planning offering
Tax and estate planning is a very important part of protecting your assets, family, and wealth. Good planning ensures that your assets are managed effectively during your lifetime and that your assets are properly and tax-efficient when you die. Thus, you can leave a larger part of your estate to your heirs. Our partnerships with PPI Advisory Planning Services specialists as well as Canada Life allow us to work closely together in the best interest of our clients and others involved.
Advanced tax planning offering
- Preserving your wealth
- Seeking efficiency in taxes and estate fees
- Have enough money to pay taxes and estate costs.
- Provide analysis of cash flows in retirement as well as disbursement strategies.
- Provide extra income for retirement or to support individuals with special needs or at charge.
- Ensuring fairness in the division of the estate
- Prepare family gatherings, meetings, and maintain family harmony.
- Protecting your family's financial balance in the event of death or illness
- Coping with the death or disability of an owner, senior manager, or key employee
- Insuring your business loan or other financing
- Establish the protections related to your shareholders' agreement
- Implanter une stratégie de rachat d’actions lors de décès, invalidité ou retraite
- Planned Giving Strategies
Investment and wealth management
At DVSF, we offer all wealth management services and solutions. All advisors can count on the support and advice of our investment department, whether for investment portfolio analysis, retirement analysis, etc. The entire team works closely with our various partners to fully understand the financial markets and the different products. Our team is rigorous. We assure the best management of your financial wealth. We are committed to offering you options that reflect you at different stages of your life as your financial situation evolves and changes over the years.
Available Products
- High-yield bank accounts
- Non-registered plan
- 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
Financial Planning
Our goal is to help you develop a financial plan by outlining a series of actions entirely adapted to your needs and constraints. Throughout our partnership, we will offer you consistent and realistic strategies and measures to achieve your financial goals. Together, we will monitor the evolution of your wealth and ensure that we make the best decisions at the right time. At DVSF, it is possible to avail yourself of an independent financial planning service. Whether for complete or partial planning or commercial or professional planning, our financial planners will be able to build a personalized plan according to your needs.
Discover our private serviceExamples of a la carte services
- Evaluation of your insurance contracts and risk management
- Evaluation of the investment portfolio
- Retirement analysis
- Analysis of insurance needs
- Global financial plan for business owner
- Legal Aspects
- Tax system / Income Planning
- Inheritance / Succession Planning
Please contact us to find out about all of our services and all the plans offered.
For over 25 years, DVSF has specialized with entrepreneurs and incorporated professionals such as pharmacist owners, physicians, dentists, and others to develop unique financial strategies related to their field.
Specialization
Merger, acquisition and business sale
The acquisition, merger or sale of a business must be orchestrated by professionals. We therefore work jointly with tax specialists and accountants to support you financially when you need to make an advantageous transaction. Over time, DVSF has developed expertise in the field by working with experts from several fields. Our mission is to preserve and protect your capital and manage your liquidity properly.
Explore our HR offer for businesses
Additional Service
Insurance and group annuities
Majoris is the sister company of David Veilleux Services Financiers. DVSF has been working 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 adapted 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, which allows you to easily manage your group insurance plan for each of your employees. This solution benefits administrators, since it reduces costs and increases efficiency. Majoris also gives access to virtual medicine and it is only one of the simple, unique and effective solutions that we have to offer you. Our priority is to listen to you and be there for you.
Discover the advantages of doing business with the DVSF Team
In addition to our basic services, we make it a point of honor to offer our clients personalized and expert advice in other spheres of the financial world.
Discover the benefits
