Boisbriand, QC

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Boisbriand, QC
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Best Financial Advisors near Boisbriand, QC

1 of these firms is based in Boisbriand; the others serve Boisbriand from towns including Laval (7 km), Montreal (24 km) and Saint-Léonard (19 km).

6 open weekends · all 24 rated 4.5+ · 1 shows a licence

Data verified October 19, 2026

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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
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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)
  • Market
  • Trust
  • Service
“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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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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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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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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The 24 firms listed for Boisbriand, 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: Boisbriand, QC

The 24 firms on this page are rated from 4.6 to 5.0 across 1,544 reviews; 12 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (55%) and quality (51%). 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. 4 have ten or more years of experience, the longest 26 years. 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 19 list a public email and 9 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 Boisbriand take financial planning bookings online?

9 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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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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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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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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Groupe Natale

Groupe Natale

(27)
  • Team
  • Investment
  • Knowledge
“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 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)
  • 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.”
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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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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Veltista Financial Services

Veltista Financial Services

(19)
  • Patient
  • Needs
  • Family
“The experience working there was great, I felt more like a partner rather than an employee and being able to pick at Angelo's brain was amazing as he is truly knowledgeable about what he does.”
1565 Bd de l'Avenir bureau 206, Laval, Quebec H7S 2N5
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Lumos Services Financiers

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.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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Magnolia Gestion - Groupe Financier

Magnolia Gestion - Groupe Financier

(14)
  • Service
  • Jargon
  • Life
“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!”
In Business Since 2022
Remote Consultations Available
Serving Boisbriand Area
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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(17)
  • Strategy
  • Understanding
  • Trust
“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.”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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Groupe Financier Mondial

Groupe Financier Mondial

(35)
  • Human
  • Financial Security
  • Service
“Finally we can do business with human people, who listen to our needs and who have access to all institutions and insurance companies, which allows us to have the products best suited to us at the best possible price 😃.”
4650 Boulevard des Laurentides Bureau 300, Laval, Quebec H7K 2J4
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Movative

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.”
Serving Boisbriand Area
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Dimitri Lappos - Wealth Management

Dimitri Lappos - Wealth Management

(14)
  • Financial
  • Portfolio
  • Market
“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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Gascon Gestion de Patrimoine

Gascon Gestion de Patrimoine

(13)
  • Business
  • Service
  • Questions
“Good service, sound advice and available by phone and email quickly and almost at all times.”
In Business Since 2020
2192 Bd du Curé-Labelle, Saint-Jérôme, QC J7Y 1T3
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HomeWealth Management AdvisorsQuebecBoisbriand, QC

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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