Welcome
We are fully aware of how financial needs evolve throughout life, requiring tailored solutions for each new stage. We are here to support our clients at every step of their financial journey, providing personalized advice and solutions aligned with their goals. Our commitment to excellence and close collaboration with trusted partners at Banque Nationale enables us to deliver quality financial services. We place the well-being of our clients at the heart of our concerns.
Our dedicated team, comprised of two wealth management advisors, including an expert financial planner and an experienced portfolio manager, is built on a deep understanding of individual financial needs. Guided by thorough financial planning and sound advice, we aim to help our clients achieve their financial goals and ensure the security of their wealth.
At Groupe Vinet, the financial success of our clients is our top priority.
Discover the team
Our objectives
As your partner in financial success, we're here to support you with all your investment goals. You can count on our help to make your money work for you.
Our values
We're committed to honesty, integrity and excellence. Our comprehensive financial planning service and personalized solutions will provide you with peace of mind.
What makes us stand out
Our clients greatly appreciate our dedicated advice and support.
Our unique approach
Our efficiency
Our transparency about the compensation we receive
Our commitment to helping you achieve your goals
Our integrity
Prizes and Awards
2021 Regional Awards of Excellence – Wealth Management
2016 Regional Recognition of Excellence Award – Best Asset Growth
2016 Regional Recognition of Excellence Award – Recruit of the Year
2015-2016 National Recognition of Excellence Award – Recruit of the Year
2014 National Recognition of Excellence Finalist – Recruit of the Year
News and articles
