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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Pauls & Associates

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.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Conseil Kad-Kad Consultancy

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.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2017
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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Dimitri Lappos - Wealth Management

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.”
Licensed
Serving Anjou Area
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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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The St-Georges Group

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.”
Serving Anjou Area
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Elan Accounting Services

Elan Accounting Services

(49)
Non-Residence Filing, Tax Planning, Uber & Taxi Driver Income Tax Return
“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.”
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

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.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2012
3 Place Ville Marie #200, Montréal, QC H3B
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Dettes.ca

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.”
3325 Bd de la Pinière, Terrebonne, QC J6X 4P7
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Olivier Truchon Conseiller en Sécurité Financière

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.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Émergence Cabinet de Services Financiers Inc.

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.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Rothenberg Wealth Management

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.”
Transparent Fees & Pricing
Serving Anjou Area
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Financière AT - Gestion de Patrimoine

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.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

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.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Services Financiers Avie Financial Services

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.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
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Moon Tax Services

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.”
In Business Since 1997
740 Mnt Montrougeau, Laval, QC H7P 5K4
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Reei.ca

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!”
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Stratéginc Groupe Financier

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.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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SV Taxes and Accounting

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.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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TÙS Gestion de Patrimoine

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.”
In Business Since 2021
Serving Anjou Area
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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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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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Assuruni

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.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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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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