Company Information

Get to know Beaudoin Lafrance Gestion du Patrimoine Inc

Founded in 2004 by Jean-François Beaudoin and Michel Lafrance, Beaudoin Lafrance Gestion du Patrimoine is an independent private wealth management firm dedicated to helping families and entrepreneurs grow and protect their assets. The firm operates with a mission to provide objective, personalized financial advice encompassing investment management, financial planning, tax and estate optimization, and insurance services. They partner with the National Bank Independent Network (NBIN), a subsidiary of the National Bank of Canada, to act as the custodian for their clients' assets.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Beaudoin Lafrance Gestion du Patrimoine Inc

Canada

Founded in

1980 (46 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(74 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.