Boisbriand, QC

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Boisbriand, QC
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Best Financial Advisors in Boisbriand, QC

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Boisbriand area.

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Investamp

Investamp

(18)
  • Team
  • Competent
  • Service
“Michel and his team offered me highly professional and individualized financial services from the start of my career, understanding my personal needs and guiding me towards the best options for my current situation and long term goals.”
In Business Since 2000
6455 R. Doris-Lussier Bureau 400, Boisbriand, QC J7H
Featured

Bien que nous construisions 👷 vos plans de retraite, le bureau d'Investamp est ouvert pendant les semaines de vacances la construction. 😂 Nous savons que les périodes de pause sont souvent des moments clés pour faire le point sur des aspects importants de la vie, tels que vos plans de retraite. C'est pourquoi notre bureau reste ouvert, prêt à construire et à peaufiner vos stratégies financières. Profitez de cette période pour planifier les prochaines étapes de votre retraite et n'hésitez surtout pas si vous avez des questions ou besoin de conseils. Notre équipe est disponible pour vous accompagner dans chacun des processus décisionnels. 📲 Bonnes vacances à ceux qui oeuvrent dans le milieu de la construction et à ceux qui se voient obligés de s'arrêter également pendant cette période! 🚧 #investamp #boisbriand #conseillerfinancier #gestiondepatrimoine #diversification #portefeuille #rendement #securitefinanciere #experienceinvestamp #marcheboursier #financialgoals #objectifsfinanciers #argent #economie #wallstreet #bourse #liberté #libertefinanciere #finance #planification #planificationfinanciere...

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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Investment Planning, Corporate Planning, Retirement 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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Tulett Matthews & Assoc

Tulett Matthews & Assoc

(2)
  • Knowledge
“They always treat us like family and take the time to answer our questions, walk us through the projections, and help us to better understand where we are and what we need to do to reach our goals as a family.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
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Sekure Payment Experts

Sekure Payment Experts

(44)
“Amanda Jessica Motter is my POC at Sekure merchant service and she is very excellent and always trying to help customer with loyalty, patients and with low cost.”
In Business Since 2012
Remote Consultations Available
Transparent Fees & Pricing
3 Place Ville Marie #200, Montréal, QC H3B
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Service
  • Honest
  • Patient
“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.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
Planification Fiscale, Gestion de Patrimoine, Planification Successorale
“I've got a privilege to meet Mr Andre Tcholakian, 3 years ago and I'm proud of his amazing work and dedication as my financial advisor and for my family as well, very professional and competent a great human being.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(48)
  • Goals
  • Plan
  • Family
“Steven had encouraged us to purchase critical illness insurance (which in all honesty I did begrudgingly) and it turned out to be best decision we ever made.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
  • Financial
  • Professionalism
  • Explanation
“He is a responsible and professional agent who was able to, in a few words, give me the information relevant to my achievements, but also provide me with answers to questions and an understanding of the financial uncertainty that we are currently exp...”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Business
  • Needs
  • Portfolio
“Mylène was very informative and helpful as she took the time to explain each investment in my portfolio and the best strategies that I can benefit from.”
Transparent Fees & Pricing
Serving Boisbriand Area
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Elan Accounting Services

Elan Accounting Services

(37)
Income Tax Return, Gst/Qst Services, Accounting and Bookkeeping
“Working with Elan Accounting Services Inc was not only hassle-free, but it also provided me with peace of mind knowing that my financial matters were being handled by true professionals.”
In Business Since 2019
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Specialist Degree
  • Government
  • Questions
“In addition, the owner of SV Taxes and Accounting provides updates to the clients throughout the year on all latest development in tax and other laws, allowing to take advantage of any new benefits offered by the federal and provincial governments.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Assuruni

Assuruni

(44)
  • Information
  • Budget
  • Service
“What an amazing service by my broker Aiman Allameddine, after having a water damage at my house last Friday due to the severe weather and after the insurance sent the crew to take care of the problem which never happened, Saturday after noon the wate...”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Pauls & Associates

Pauls & Associates

(44)
  • Communication
  • Review
  • Questions
“I appreciate how simple the process has been from A to Z as well as the recommendation he made for me to get a bigger return (even if in my case, I chose not to proceed with).”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Dettes.ca

Dettes.ca

(50)
  • Sleep
  • Employe
  • Elle
“I would like to highlight the excellent work and service of Daisy Bernier, during the process she answered all my questions and did not pass any judgment on my situation, everything was clear without pressure, very kind and professional!”
In Business Since 2004
3325 Boulevard de la Pinière, Terrebonne, Quebec J6X 4P7
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Annie Pelletier | Assurances et Investissements

Annie Pelletier | Assurances et Investissements

(50)
  • Stars
  • Knowledge
  • Finance
“Being a fervent fan of beer and seeing that the majority of my budget was spent on it, Annie simply advised me to stick to Coors Light for a while since it is cheaper”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Groupe Natale

Groupe Natale

(27)
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“They have provided exceptional service in making the implementation of our group insurance plan as effortless as possible.”
In Business Since 2018
Free Initial Consultation
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • Prices
  • Bon
  • Attention
“I found really hard to find a valuable support when you are searching for a life insurance, buy lucky me, Augusto Pascuas was very understanding during the whole process, questions were answered, and the most important, he worked at our own rhythm.”
In Business Since 2013
Serving Boisbriand Area
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • Heart
  • Mortgage
  • Questions
“I want to encourage everyone who want to buy a house to contact Aliona Cozari , as she would be able to answer all your questions and advise what are the steps that have to be taken to be able to have your dream house.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Future
  • Patient
  • Service
“If you are looking for an advisor who listens, who is professional and who really cares about your development, look no further, Enrique is the advisor you need!”
In Business Since 2021
Serving Boisbriand Area
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Reei.ca

Reei.ca

(32)
  • Children
  • Patience
  • Service
“Philippe olivier was very clear and supported us throughout the process”
In Business Since 2008
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
Planification Financière, Gestion de Portefeuille, Assurances de Personnes
“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.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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Rivard

Rivard

(37)
  • Service
  • Team
  • Strategy
“Thank you to the Rivard & Chagnon Group for their service and the beautiful transition of my investments, everything was done with ease and professionalism.”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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Montreal Financial

Montreal Financial

(36)
  • Finances
  • Incorporation
  • Questions
“Ronika dealt with everything in a professional but friendly manner, promptly answered my many tax related questions and has left me confident that I have everything set up correctly for the year ahead.”
Licensed
4615 Marcil Ave, Montreal, Quebec H4A 3A2
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • Team
  • Finances
  • 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!”
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Retirement Planning and Investment Management Services in Boisbriand, QC Cost Estimates

Minimum cost
$1212
Maximum cost
$10296
National Average
$3634
Avg Per Hour Rates
$364
$2423
$6662
Fair price range is based on 441 cost profiles
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Average Cost $3634
Minimum cost $1212
Maximum cost $10296
Avg Per Hour Rates $364

Fair range $2423 to $6662 is based on 441 cost profiles.

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