Best Financial Advisors near Beloeil, QC
2 of these firms are based in Beloeil; the others serve Beloeil from towns including Brossard (22 km), Saint-Hubert (18 km) and Saint-Bruno-de-Montarville (12 km).
Data verified October 21, 2026
Wyngaert Wealth Essentials
Mylène Lapointe - Planificateur Financier Indépendant
“Mylène really listens to my needs, answers my questions, making sure I understand well.”
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Groupe Financier Strateginc
“I have always had very good, fast, courteous and efficient service from Pascal but also from Karen.”
Mathieu Marcil, Pl.fin.
“He was able to respond to my specific request in a very detailed and professional manner.”
Lacasse Financial Services
“Lacasse's services I must say that I am really satisfied and that I recommend him.”
The 15 firms listed for Beloeil, QC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Beloeil, QC
13 of the 15 firms on this page have a rating, from 4.8 to 5.0 across 372 reviews; 2 have 50 or more reviews. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2004. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 12 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Why are financial advisers outside Beloeil listed here?
2 of the 15 firms are in Beloeil itself. The rest come from other towns within 25 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Gestion de Patrimoine Villeneuve
“His professionalism and expertise make him the ideal partner to help you with your finances!”
Banville Gestion de Patrimoine
“Very good consulting services firm with all the choices of investment products available.”
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Jean-François Vinet, Pl. Fin. CIM | Gestion de Patrimoine Assante
“Very attentive and attentive to needs.”
Olivier l'Heureux B.a.a, Pl.fin, A.v.a, Mba, Cim, Ciwm, Fcsi
“They will guide you to the best of their knowledge and give you the truth about your financial situation while directing you to the best products that relate to your investor profile.”
Gestion Trinergia
“Micheline is always there to answer our questions and give good advice.”
Alexandre Beaulieu | Planificateur Financier
“As I always tell my loved ones, if you are not already doing business with my financial planner, then you are losing money.”
Services Financiers BMA
“Avec l'aide de BMA, nous avons définis des objectifs réalisables autant sur le plan personnel qu'en affaire.”
Assante Capital Management
“My financial planner, Olivier L'Heureux, favors a global approach, a complete analysis based on my needs regardless of my portfolio.”
Aisance Gestion de Patrimoine
“Professionals of the highest caliber who also have deep human sensitivity.”
Why these companies made our list
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