Best Financial Advisors in Boisbriand, QC

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

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
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Assurance Tout en Ligne

Assurance Tout en Ligne

(1)
“Makes you feel comfortable and reassuring immediately.”
In Business Since 2020
1647 Rue Carpentier, Boisbriand, Quebec J7G 3A8
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Assurances & Produits

Assurances & Produits

“Fondée en novembre 2013 par Bernard Varennes et Robert Laquerre, Gestion Laquerre et Varennes offre à sa clientèle plus de 44 ans des services auprès des entrepreneurs et des familles de la région. La planification financière est au cœur de toutes le...”
In Business Since 2018
406 Chem. de la Grande-Côte, Boisbriand, QC J7G 1B1
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Pauls & Associates

Pauls & Associates

(44)
  • Review
  • Family
  • Questions
“From personal taxes, to tax strategy, for our family and our business, they have always ensured that we are aware of the best solution to maximize our return and plan long term.”
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)
Financial Accounting and Management, Tax Management Services, Business Management Tools
“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.”
In Business Since 2017
Remote Consultations Available
Transparent Fees & Pricing
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 Boisbriand Area
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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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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 Boisbriand Area
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Elan Accounting Services

Elan Accounting Services

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

Sekure Payment Experts

(46)
“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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Dettes.ca

Dettes.ca

(50)
  • Sleep
  • Phone
  • Elle
“I am completely satisfied with the service offered but I am still in the process so I am waiting to see the final result but so far I have nothing to say except that they took the time to listen to my situation and my needs we work together to move t...”
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)
  • Service
  • Patient
  • Insurance
“Being rather new to insurance and investments, I had the pleasure of being advised on services adapted to 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)
  • Professionalism
  • Cover
“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)
  • Needs
  • Telephone
  • 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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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(39)
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.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(42)
  • Insurance
  • Plan
  • Family
“I highly recommend Steven and Everest Financial Services to anyone looking for a trusted financial advisor who genuinely cares about their clients' success.”
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)
  • Mortgage
  • Professionalism
  • 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.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
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Moon Tax Services

Moon Tax Services

(50)
  • Knowledge
  • Labor
  • Accountant
“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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Annie Pelletier | Assurances et Investissements

Annie Pelletier | Assurances et Investissements

(50)
  • Service
  • Finance
  • Facebook
“Annie is a human, warm, available and competent advisor who was able to inform me and advise me about different products, as well as through the realization of my projects.”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Reei.ca

Reei.ca

(39)
  • Trust
  • Patience
  • Service
“They explained it to me well and took the time to answer me, which for me is complicated but confirmed to me that there will be people for each step to help you and in addition for a program that I don't know.”
4 Pl. Ville-Marie #300, Montréal, QC H3B
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SV Taxes and Accounting

SV Taxes and Accounting

(37)
  • Advice
  • Questions
  • Government
“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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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
Solutions Financières, Solutions D'assurances
“His knowledge and curiosity are unrivaled in his field and he managed to communicate to me in every detail my investment options for a healthy financial future.”
In Business Since 2021
Serving Boisbriand Area
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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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Assuruni

Assuruni

(29)
  • Car
  • Price
  • Professional
“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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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.

Why these companies made our list

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