Boucherville, QC

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Boucherville, QC
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Best Financial Advisors in Boucherville, QC

The highest-rated Financial Planning & Wealth Management companies out of 54 vetted & reviewed in the Boucherville area.

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Banville Gestion de Patrimoine

Banville Gestion de Patrimoine

(9)
  • 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.”
In Business Since 2016
56 Rue de Montbrun, Boucherville, QC J4B 4T9
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Bonjour,n n nNous espérons que vous allez bien 😊. Nous vous invitons à prendre connaissance des quelques informations ci-dessous.n n n✔️ PLACEMENT & PLANIFICATION FINANCIÈREn nNe tardez plus : la date limite pour contribuer à votre REER pour l’année d’imposition 2023 est le 29 février 2024. Contactez-nous afin de prendre un rendez-vous.n n n✔️ COURTAGE HYPOTHÉCAIRE – HYPOTHECAn nParlez-nous de vos projets : il peut être possible en présentant une demande de réserver un taux jusqu’à la mi-juillet.n n n✔️ IMPÔT DES PARTICULIERS – ANNÉE 2023n nD’ici la fin du mois de février, la liste de vérification à jour incluant les nouveautés fiscales sera disponible sur notre site web dans la section Impôt des particuliers. Consultez-la afin de préparer votre dossier adéquatement.n n nNous vous souhaitons une très belle année 2024 et vous disons à bientôt,n n nYves, Marjorie et Antoine Banville...

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Samuel Beaudry

Samuel Beaudry

“Votre propre conseiller ou conseillère IG, ainsi que les spécialistes en fiscalité, en succession, en placements et en assurance qui composent notre équipe de la Planification financière avancée sont là pour vous aider à planifier toutes les possibil...”
In Business Since 2014
1550 Rue Ampère #101, Boucherville, QC J4B 7L4
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Yves Dube

Yves Dube

“Yves Dubé est un conseiller en sécurité financière. Ils offrent des assurances vie, maladie grave, invalidité, des placements, REER, CELI, REEE hypothèque.”
In Business Since 2014
764 Rue Jean-Deslauriers Suite 30, Boucherville, Quebec J4B 8V2
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Globevest Capital

Globevest Capital

“Globevest Capital, en tant que gestionnaire de portefeuille et en vertu du mandat de gestion discrétionnaire octroyé par le client, est responsable des décisions d'investissement en accord avec la politique de placement qui a été établie avec celui-c...”
In Business Since 2002
1005 Rue Lionel-Daunais #104, Boucherville, QC J4B 0B1
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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, Tax Planning, Corporate 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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Sekure Payment Experts

Sekure Payment Experts

(44)
“As always we are very pleased with the help ,support and knowledge that is show from Secure Merchant Solutions and our account representative Virgilio Rizzo.”
In Business Since 2012
Transparent Fees & Pricing
Remote Consultations Available
3 Place Ville Marie #200, Montréal, QC H3B
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Proactive
  • Professionalism
  • Planning
“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.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
Gestion de Patrimoine, Planification Fiscale, Placements
“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)
  • Professionalism
  • Financial
  • 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)
  • Telephone
  • Needs
  • Patience
“Margaret has been a pleasure to deal with and Responds to all my Requests and Questions in a Timely Manner She is A pleasure to deal with and I Would Highly Recommend.”
Transparent Fees & Pricing
Serving Boucherville Area
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Personal Financial
  • Government
  • Trust
“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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Elan Accounting Services

Elan Accounting Services

(37)
Income Tax Return, Uber & Taxi Driver Income Tax Return, Gst/Qst Services
“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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Assuruni

Assuruni

(44)
  • Couple
  • Budget
  • Company
“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)
  • Family
  • Review
  • Questions
“Seven years ago I asked them to fill my taxes for the first time, was astonished with their level of expertise and since then never met better accountants and advisors.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Dettes.ca

Dettes.ca

(50)
  • Explanation
  • Employe
  • Professionalism
“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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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
“Adequate advice, follow-up on investments therefore, exceptional support.”
In Business Since 2018
Free Initial Consultation
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Questions
  • Trust
  • Monetary Investment
“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.”
In Business Since 2014
Serving Boucherville Area
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Tarification, Planification Financière, Planification Pour Entreprises
“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • Mortgage
  • Heart
  • House
“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)
  • Wallet
  • Patient
  • Merger
“Enrique is a friend above all and behind this friendship is a hard-working, professional and above all integrated man in the work he does and in everyday life.”
In Business Since 2021
Serving Boucherville Area
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Reei.ca

Reei.ca

(32)
  • Trust
  • Patience
  • Empathy
“Great service thank you very much”
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, Planification de Retraite, 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
  • Monetary Investment
  • Strategy
“The range of products offered is incredible, the expertise of the advisors is worth gold and they introduced me to enormous opportunities that I had never heard of despite the fact that I had already met an advisor at my bank.”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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Montreal Financial

Montreal Financial

(36)
  • Couple
  • Incorporation
  • Information
“We have always done our personal tax filing ourselves, but since launching our photography business a few years ago, it has become very tedious and unpleasant to do our own taxes.”
Licensed
4615 Marcil Ave, Montreal, Quebec H4A 3A2
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Retirement Planning and Investment Management Services in Boucherville, QC Cost Estimates

Minimum cost
$1221
Maximum cost
$10377
National Average
$3663
Avg Per Hour Rates
$367
$2442
$6715
Fair price range is based on 381 cost profiles
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Average Cost $3663
Minimum cost $1221
Maximum cost $10377
Avg Per Hour Rates $367

Fair range $2442 to $6715 is based on 381 cost profiles.

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Wealth Management Advisors near Boucherville

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