Company Information

Get to know Eastern Townships Wealth / Gestion de patrimoine de l'Estrie

Gestion de patrimoine de l'Estrie is a wealth management firm located in the Eastern Townships of Quebec. The company provides a comprehensive suite of financial services, including personalized financial planning, investment management, insurance solutions, and mortgage services. Their mission is to support clients in achieving their financial goals through a tailored and human-centric approach. The firm is affiliated with and its advisors are registered through PEAK Investment Services Inc.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Eastern Townships Wealth / Gestion de patrimoine de l'Estrie

Canada

Founded in

2016 (10 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.

Please be cautious of the potential risks!

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.