Building Strong Foundations for Families in Ontario.
Our Approach
1
What values are important to you?
Our team begins by asking questions to learn about your values, history, and what is important to you.
2
What goals do you have for the next 5-10 years?
We’ll ask you what is important for you to accomplish and plan for in the next 5-10 years. Would you like to start a family? Retire? Support your children or grandchildren’s education?
3
What is your vision for retirement?
We support our clients in building a sustainable plan for retirement. Our strategy will be tailored to your values and goals for the future, ensuring your family and loved ones will be cared for.
Bienveillant, Guy m’a surtout aidé en offrant un regard objectif sur ma réalité tout en offrant un soutien à l’élaboration d’un plan précis à la hauteur de mes rêves ET en offrant un environnement favorisant un épanouissement professionnel et personnel.
Aujourd’hui, nouvelle propriétaire d’entreprise, je suis confiante dans mon travail et dans le soutien continu qu’offre Guy à mon futur ! J’aime bien introduire Guy en tant que mentor, et je recommande vivement ses services ! Surtout pour ceux et celles qui sont prêts à savoir comment prendre en main leurs projets de vie, et qui cherchent un service compréhensif, ingénieux et accueillant.
-Chloé J. Business Owner and Registered Social Worker
Guy has helped me acknowledge the reality of where I was AND create a clear plan to reach my goals while providing an environment in which to grow both professionally and personally.
Today, as a new business owner, I feel confident in my work and trust in having Guy’s support for the future! I like to introduce Guy as a mentor, and highly recommended! Especially if you are ready to take your life to next level and be met with kindness, understanding and resourcefulness along the way.
-Chloé J. Business Owner and Registered Social Worker
FAQs
What is insurance? How does it work?
Insurance is a contract, known as a policy, between a client and an insurance provider. Under the policy you can be compensated for certain losses. Policy holders pay a fee called a premium. In exchange, the insurance company agrees to pay the policy holder a certain amount of money if the event you are insured against happens during the term of the policy.
At Villeneuve Financial Consulting, we break down the ins and outs of insurance and investments for our clients. We understand that insurance solutions are not “one size fits all”. We tailor insurance offerings to your specific values and goals for the future, ensuring you and your family are protected.
I just graduated college and started my career. Is it too early to start planning?
It’s never too early to start planning! Our team works directly with clients at every stage of life, from college through to estate planning. After establishing your goals for the future, we create a customized solution to accommodate for your individual needs.
I started planning for retirement late. What do I do now?
Whatever your situation may be, Villeneuve Financial Consulting is here to assist you. We aid our clients with inclusive services in preparation for retirement. While we typically recommend our clients invest in RRSP’s (Registered Retirement Savings Plan) upon commencing services with us when planning for retirement, but should you begin services with Villeneuve Financial Consulting later in life we can find solutions which fit your needs.
I already have an insurance provider. Can I still consult with Villeneuve Financial Consulting?
Most definitely! At Villeneuve Financial Consulting we firmly believe that you don’t need to put your eggs all in one basket. We assist clients of all backgrounds, including those who have some services with other providers.
At VFC we follow the “sleep on it” approach, meaning we provide our clients with all of their options and give them time to sleep on it and reflect if our solutions are the right fit for you. No pressure, no obligation. We want the absolute best for our clients, and because of this we do our part to ensure that your time with us is free of stress and anxiety that many people experience when planning for the future.
My values and beliefs strongly align with ethical insurance and investments. Does Villeneuve Financial Consulting offer ethical investment opportunities?
Yes! Villeneuve Financial Consulting works with a variety of carriers that accommodate for clients who are requesting ethical and sustainable insurance and investments.
To learn more about our ethical insurance and investment opportunities please complete our contact form by clicking here.
Mutual funds approved exempt market products, and/or exchange-traded funds are offered through Investia Financial Services Inc.
The particulars contained herein were obtained from sources which we believe reliable but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of Investia Financial Services Inc. This website is not deemed to be used as a solicitation in a jurisdiction where this Investia representative is not registered.