The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Anjou area.
Learn how we score.
Prominent finalists A-Z in Anjou
AssurUni
Conseil Kad-Kad Consultancy
Dettes.ca
Dimitri Lappos – Wealth Management
Elan Accounting Services
Everest Financial Services
Financière AT – Gestion de Patrimoine
Groupe Natale
Mathieu Marcil, Pl.fin.
Moon Tax Services
Myriad Private Wealth With Ia Private Wealth – Joseph Alfie
Olivier Truchon Conseiller en Sécurité Financière
Pauls & Associates
REEI.ca
Rothenberg Wealth Management
SV Taxes and Accounting
Sekure Payment Experts
Services Financiers Avie
Sterling TSS Corporate Financing
Stratéginc Groupe Financier
The St-Georges Group
Tourangeau Crochetière CPA
TÙS Gestion de Patrimoine
Émergence Cabinet de Services Financiers Inc.
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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.”
i
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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...”
i
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Pauls & Associates
(44)
Price
File
Review
“I highly recommend their accounting services, I have been doing business with them for several years and I have managed to save a lot of time and money by entrusting them with my taxes.”
i
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Conseil Kad-Kad Consultancy
(9)
Business Management Tools, Tax Management Services, Payroll Management Services
“Wow KAD consultancy is an awesome place to do all ur taxes, accounting, payroll n all kinds of administrative work n also all areas of consultancy a business is required to be successful.”
i
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Dimitri Lappos - Wealth Management
(12)
Financial
“I've been working with Dimitri for a couple of years now and he always has a smile on his face, takes the time to be sure I understand the complexities of the market, and has helped me at arrive at the place I want to be, portfolio wise.”
i
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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.”
i
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The St-Georges Group
(7)
Team
“Darren goes above and beyond to take the time to explain my options, ensuring that I have a very good understanding of each, so that I can make the best decision that fits my short and long term goals.”
“I have worked with Elan Accounting from my first time filing tax until now and they have proved to be professional,on-time and reliable in every aspect.”
i
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Sekure Payment Experts
(46)
“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.”
i
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Dettes.ca
(50)
Trust
Info
Sleep
“A trustee who makes you feel good and confident and who always makes sure to offer clear and relevant information so that you can make the best choice for you.”
i
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Olivier Truchon Conseiller en Sécurité Financière
(48)
Patient
Insurance
Service
“Olivier showed patience and listening to understand my needs in order to offer me the product that best suited my situation.”
i
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Émergence Cabinet de Services Financiers Inc.
(46)
Cover
Professionalism
“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.”
i
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Rothenberg Wealth Management
(47)
Team
Receptionist
Needs
“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.”
i
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Financière AT - Gestion de Patrimoine
(39)
Planification de la Retraite, Assurances, Planification Fiscale
“André is interested in your financial situation, understands it very well and does everything possible to suggest an investment profile that meets your expectations and your risk tolerance.”
i
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Everest Financial Services
(42)
Team
Needs
Insurance
“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.”
i
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Services Financiers Avie Financial Services
(40)
Questions
Professionalism
House
“Alena, I want to express our gratitude to you for your professionalism and personal approach to our file, in finding the best conditions in the bank and completing documents in a short time.”
i
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Moon Tax Services
(50)
Understand
Questions
Knowledge
“One of the best experience I had with an accoutant in a very long time, has excellent knowledge of not only taxes filed withen Canada but overseas as well.”
i
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Reei.ca
(39)
Merger
Questions
Trust
“We were supported, advised, reassured and accompanied with kindness and professionalism in this administrative maze which causes too many parents to abandon the steps (or never take them!”
i
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Stratéginc Groupe Financier
(38)
Team
Strategy
Popular Science
“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.”
i
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SV Taxes and Accounting
(37)
Accountant
Company
Advice
“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.”
i
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TÙS Gestion de Patrimoine
(32)
Solutions D'assurances, Solutions Financières
“Regardless of your initial knowledge in portfolio optimization, TÙS Gestion de Patrimoine will be able to serve you professionally by meeting your consumer needs.”
i
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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.”
i
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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.”
i
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Assuruni
(29)
Service
Professional
Price
“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.”
i
Retirement Planning and Investment Management Services in Anjou, QC Cost Estimates