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Dubois & Joyal Notaires
- Service
“Me De Chantal quickly and very effectively answered my troubling questions on the issue of will research carried out at both organizations (Barreau du Québec and Chambres des Notaires).”
Best Financial Advisors near Beloeil, QC
3 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).
3 open weekends · 20 rated 4.5+
Data verified October 19, 2026
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Groupe Aura - Gestion de Patrimoine
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Wyngaert Wealth Essentials
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Stratéginc Groupe Financier
- Professionalism
- Service
- Monetary Investment
“He was able to adapt the strategies proposed according to the evolution of our needs and the explanations of the different options are clear, which allows us to make informed choices.”
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Mathieu Marcil, Pl.fin.
- Service
- Strategy
- Trust
“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”
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Lacasse Financial Services
- Questions
- Monetary Investment
- Trust
“I am quite familiar with how the TFSA works but I liked the fact that it can be transferred to the surviving spouse without affecting their maximum allowed and still with tax-free returns.”
The 24 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
22 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 331 reviews; 1 has 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (46%) and responsiveness (31%). 3 are open on Saturdays and 2 on Sundays. Domain records put 11 websites of the firms on this page at ten or more years old; the oldest dates from 2000. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 21 list a public email and 7 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?
3 of the 24 firms are in Beloeil itself. The rest come from other towns within 30 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
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Mylène Lapointe - Planificateur Financier Indépendant
- Service
- Human
- Elle
“We transferred all our funds from two other broker services, not only thanks to better returns, but thanks to exceptional service, truly personalized advice, as well as an annual review and a retirement plan that fits our reality.”
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Gestion de Patrimoine Villeneuve
- Service
- Merger
- Wallet
“Although this was only the free preliminary meeting, he took the time to answer all my questions, in clear and simple language and even showed me tools that I did not know (for taxes and for make a personal budget).”
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Monarque Conseil
- Service
- Life
- Availability
“I have been a client of Céline Paret for several years for my RRSP and CElI investments, Céline who prepared and validated my retirement plan, I am now retired and as planned everything is perfect, Céline communicates regularly and Follow-ups on what...”
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Unia Finances Inc.
- Service
- Insurance
- Reality
“I also benefited from a group insurance renewal whose expected increase was greatly reduced, which allows me to continue to offer this benefit to my employees without affecting the company's figures.”
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Gestion de Patrimoine Assante Jean-François Vinet
- Saving
- Tax
- Strategy
“Thank you for your availability and your advice.”
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Banville Gestion de Patrimoine
- Service
- Tax
“The owner of the company gave me an appointment to help me see what I should do regarding a disability tax adjustment for the last 5 years, since Gestion Nathalie Simard, who did my taxes, did not no longer returned my calls.”
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Jean-Francois Bousquet Notaire
- Service
“Great service at a good price.”
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Sens RL, Planification Financière
- Service
“Thanks to Danic and Marie-Josée, I finally have the support and resources allowing me to have better financial health and knowledge that gives me autonomy.”
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Assante Équipe Baillargé
“A professional team, passionate and present for its customers.”
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Denicourt Notaires
- Service
“Excellent service, very friendly notary!”
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Olivier l'Heureux Adm.a, B.a.a, Pl.fin, Rlu, Mba, Cim, 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.”
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Gestion Phocus
“Excellent service!”
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Services Financiers Eric F. Gosselin
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Assurance et Placement
- Monetary Investment
“Geoffroy knows how to put his experience as an entrepreneur at the disposal of his clients to help them determine their needs, carry out an in-depth analysis of their situation and offer personalized solutions to achieve their objectives.”
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Gestion Trinergia
“Micheline is always there to answer our questions and give good advice.”
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Services Financiers BMA
“With the help of BMA, we defined achievable goals both personally and in business.”
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Socium Groupe Financier
“I have entrusted my insurance and my personal and company investments to Éric Olivier and his team (Randa and Aida) for years.”
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Aisance Gestion de Patrimoine
“Professionals of the highest caliber who also have deep human sensitivity.”
Retirement Planning and Investment Management Services in Beloeil, QC Cost Estimates
Minimum cost
$1204
Maximum cost
$10230
National Average
$3611
Avg Per Hour Rates
$362
$2407
$6620
Fair price range is based on 497 cost profiles
Why these companies made our list
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