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Annie Pelletier | Assurances et Investissements

(50)

Labor
Knowledge
Myriad

“She also manages the Facebook page “Financially Smart Parents” and is able to simplify financial concepts and explain the different advantages/disadvantages of each subject she addresses.”

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GPS Équipe Conseil

(7)

Service

“I contacted them for my life insurance, Mélissa was able to identify what I really needed in a few minutes.”

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Simon Giroux | Courtier Hypothécaire - Planiko

(1)

“I also liked that they were flexible in their availability and above all very attentive.”

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Marc Levesque Solution Financiere

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Services Financiers Marcoux

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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.”

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The 24 firms listed for Blainville, 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: Blainville, QC

5 of the 24 firms we list are based in Blainville; the other 19 serve Blainville from towns including Laval (14 km), Montreal (31 km) and Saint-Léonard (24 km). 22 of the firms on this page have a rating, from 4.6 to 5.0 across 1,413 reviews; 10 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), quality (62%) and responsiveness (59%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "knowledge". 6 are open on Saturdays and 3 on Sundays. 1 shows a licence on its website. 6 have ten or more years of experience, the longest 19 years. 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 20 list a public email and 8 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.

Do firms listed for Blainville take financial planning bookings online?

8 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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Financière AT - Gestion de Patrimoine

(45)

Monetary Investment
Trust
Questions

“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.”

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Everest Financial Services

(48)

Insurance
Plan
Expertise

“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.”

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Rothenberg Wealth Management

(47)

Happy
Needs
Telephone

“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.”

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Pauls & Associates

(44)

Price
Review
Family

“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.”

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Services Financiers Ton Courtier

(45)

Efficient
Bon
Understanding

“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!”

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Groupe Natale

(27)

Industry
Knowledge
Investment

“Complete provider of the best price and always readily available when needed.”

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TÙS Gestion de Patrimoine

(33)

Monetary Investment
Patient
Wallet

“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.”

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Reei.ca

(32)

Patient
Patience
Trust

“Advice and professional approach!”

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Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)

Trust
Service

“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.”

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Rivard

(37)

Strategy
Team
Service

“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!”

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AEC Financial Group - National Bank Financial

(21)

Finances
Team
Professional

“Professional team that not only takes the time to listen to your financial needs but goes above and beyond to make sure you are truly part of the decision making process!”

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Lumos Services Financiers

(19)

Insurance
Monetary Investment

“I purchased my life insurance policy with Lumos in addition to letting them manage my personal investments and I am very satisfied with the results and the service provided, a modern and professional team.”

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Veltista Financial Services

(19)

Questions
Needs
Life Insurance

“He was very attentive and always made sure we understood the importance of insurance coverage and made us realize certain things we had never thought of before.”

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Magnolia Gestion - Groupe Financier

(14)

Life
Jargon
Service

“Personalized service, an advisor who really cares about my needs, who is available and always on the lookout for the best strategies to advise me adequately and what's more, he is good company!”

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Espace Finance, Cabinet de Services Financiers

(17)

Popular Science
Understanding
Team

“If you are interested and involved in your finances it will go into more detail according to your abilities, if you are more interested in something in broad terms then it will auto-pilot it will adapt.”

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Groupe Financier Mondial

(35)

Meeting
Financial Security
Trajectory

“They are independent and I believe that is why there was finally someone who took the time to sit down with me, make personal finance accessible, simple and fun.”

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Movative

(15)

Business
Team

“He simply took me by the and ma made sure my business was safe but most importantly my family would be taken care of making sure that they wouldn't have to Worry about a thing if something would happen to me.”

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Dimitri Lappos - Wealth Management

(14)

Market
Portfolio
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.”

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Average Cost	$3682
Minimum cost	$1228
Maximum cost	$10432
Avg Per Hour Rates	$369

Best Financial Advisors in Blainville, QC

Annie Pelletier | Assurances et Investissements

GPS Équipe Conseil

Simon Giroux | Courtier Hypothécaire - Planiko

Marc Levesque Solution Financiere

Services Financiers Marcoux

Olivier Truchon Conseiller en Sécurité Financière

Area overview: Blainville, QC

Financière AT - Gestion de Patrimoine

Everest Financial Services

Rothenberg Wealth Management

Pauls & Associates

Services Financiers Ton Courtier

Groupe Natale

TÙS Gestion de Patrimoine

Reei.ca

Planificateur Financier Indépendant | Marc-Olivier Desmarais

Rivard

AEC Financial Group - National Bank Financial

Lumos Services Financiers

Veltista Financial Services

Magnolia Gestion - Groupe Financier

Espace Finance, Cabinet de Services Financiers

Groupe Financier Mondial

Movative

Dimitri Lappos - Wealth Management

Retirement Planning and Investment Management Services in Blainville, QC Cost Estimates

Why these companies made our list

Financial Advisors near Blainville

Popular in Blainville

Tools: Financial Advisors