Best Financial Advisors in Anjou, QC

The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Anjou area.

Adsom CPA

Adsom CPA

(10)
“Our company has been using the services of Patrick Dionne's team at Tourangeau Crochetière CPA for several years now and we are very satisfied with them.”
5800 Bd Louis H. La Fontaine, Anjou, QC H1M 1S7
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Sterling TSS Corporate Financing

Sterling TSS Corporate Financing

“Fort de son expérience en crédit-bail et en financement corporatif, Sterling TSS Financement Corporatif inc., de concert avec de nombreux partenaires, exploite une entreprise prospère et novatrice en tant que fournisseur de services complets pour tou...”
In Business Since 2007
9812 Bd du Golf, Anjou, QC H1J 2Y7
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Estate and Insurance Planning, Retirement Planning, Corporate Planning
“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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Sekure Payment Experts

Sekure Payment Experts

(44)
“We are a small non-profit organization, and we recently switched merchant processors and servicers and Neville has helped me with all the snags that have happened along the way.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2012
3 Place Ville Marie #200, Montréal, QC H3B
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Merger
  • Patient
  • Honest
“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Popular Science
  • Team
  • Trust
“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
Planification de la Retraite, Assurances, Planification Fiscale
“We were very impressed with the personalized professional service and advice given to us by Financiere AT, and how you have tailored this specifically to suit our situation and future needs.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(48)
  • Insurance
  • Knowledge
  • Goals
“We talked in length of my needs for the next 5 years, I am coming up on retirement and I was feeling skeptical about being able to maintain my lifestyle once I hit the big six five.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
  • Pressure
  • Sympathetic
  • Financial
“Thank you Keven, thank you for everything I enjoyed working with you it was a real pleasure knowing you, thank you again for the help you gave me I really appreciate it.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Elan Accounting Services

Elan Accounting Services

(37)
Payroll Services, Accounting and Bookkeeping, Gst/Qst Services
“A very organized, detailed and responsive collection, I am happy to meet you and for three years I have been introducing and recommending you to everyone with ease and pride.”
Transparent Fees & Pricing
In Business Since 2019
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Happy
  • Receptionist
  • Business
“I'm very satisfied with the services that I have received to date and will continue to recommend Rothenberg and Rothenberg and Miss Patel to both to family and friends.”
Transparent Fees & Pricing
Serving Anjou Area
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Accountant
  • Company
  • Specialist Degree
“We've been using SV T&A services since 2013 for personal income tax filling, as well as for more complex questions, such as cross-border personal income tax and pension income.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Pauls & Associates

Pauls & Associates

(44)
  • Price
  • File
  • Communication
“This firm has been handling my tax matters for the past 5 years and service has always been professional, timely and they always accommodated any special scheduling needs of mine.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Assuruni

Assuruni

(44)
  • Home Insurance
  • Price
  • Information
“I am very grateful to my insurance advisor "Evan Paniconi" who is a super efficient and professional person, since he spared no effort to help me get the best insurance for my car and for my budget.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Dettes.ca

Dettes.ca

(50)
  • Judgement
  • Info
  • Sleep
“Everything is well explained and they take all the time needed to answer our questions and ensure that we can easily reach them if we need to ask other questions.”
In Business Since 2004
3325 Boulevard de la Pinière, Terrebonne, Quebec J6X 4P7
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Groupe Natale

Groupe Natale

(27)
Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“Have been a client of Groupe Natale for many years now and benefited greatly from the professional and high quality service and advice provided.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • Efficient
  • Insurance
  • Prices
“She was very nice and understanding, she would take the time to explain to me some things more in depth and actually seemed like she wanted to help me!”
In Business Since 2013
Serving Anjou Area
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Monetary Investment
  • Trust
  • Questions
“Following this collaboration, I decided to entrust him with the financial planning of my business and I am very satisfied with the performance and the services provided.”
In Business Since 2014
Serving Anjou Area
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Planification Pour Entreprises, Planification Financière, Tarification
“Exceptional quality as far as I'm concerned - he knows his field well and will be able to offer you advice that matches the specifics of your financial situation.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • Work
  • Professionalism
  • Heart
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Monetary Investment
  • Hands
  • Future
“A young advisor in his business, dynamic, competent, transparent at the same time as being an excellent teacher, it is completely obvious for me to recommend his services.”
In Business Since 2021
Serving Anjou Area
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Reei.ca

Reei.ca

(32)
  • Patient
  • Merger
  • Children
“Very good service, the super friendly representative who was able to answer all our questions.”
In Business Since 2008
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
Assurances de Personnes, Gestion de Portefeuille, Planification de Retraite
“I am more than satisfied with the results, he supported me in developing a solid plan to achieve financial independence much sooner than I would have thought possible.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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Rivard

Rivard

(37)
  • Strategy
  • Team
  • Monetary Investment
“After several years of investing with a virtual bank with reduced management fees, I was disillusioned by the impersonal, difficult to access and "one size fits all" customer service!”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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Retirement Planning and Investment Management Services in Anjou, QC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 364 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 364 cost profiles.

Why these companies made our list

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