Best Financial Advisors in Boucherville, QC

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

Banville Gestion de Patrimoine

Banville Gestion de Patrimoine

(8)
  • Service
“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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Planisource - Services Financiers et Stratégiques

Planisource - Services Financiers et Stratégiques

(1)
“A really interesting overall approach.”
In Business Since 2010
395 Rue Samuel de Champlain, Boucherville, QC J4B 1P7
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Michael Prince - Conseiller en Sécurité Financière

Michael Prince - Conseiller en Sécurité Financière

“Bachelier en Administration des affaires et certifié par l'AMF (Autorité des Marchés Financiers), j'ai toujours voulu aider les gens et les entreprises à identifier et atteindre leurs objectifs financiers.”
In Business Since 2021
500 Rue D'Avaugour bureau 2000, Boucherville, QC J4B 0G6
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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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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(9)
Financial Accounting and Management, Payroll 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
Transparent Fees & Pricing
Remote Consultations Available
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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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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Elan Accounting Services

Elan Accounting Services

(49)
Income Tax Return, Uber & Taxi Driver Income Tax Return, 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)
“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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Dettes.ca

Dettes.ca

(50)
  • Judgement
  • Phone
  • Choice
“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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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)
  • Knowledge
  • Telephone
  • Portfolio
“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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Pauls & Associates

Pauls & Associates

(44)
  • Family
  • Questions
  • Review
“As a newcomer to Canada, my first tax return seemed daunting but with Pauls and Associates guidance and patience my return was submitted effortlessly on my part.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

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

Services Financiers Avie Financial Services

(40)
  • Mortgage
  • House
  • 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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Reei.ca

Reei.ca

(39)
  • Disabled
  • Patience
  • Documents
“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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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(38)
  • Service
  • Monetary Investment
  • Popular Science
“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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SV Taxes and Accounting

SV Taxes and Accounting

(37)
  • Questions
  • Advice
  • Price
“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
“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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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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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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Assuruni

Assuruni

(29)
  • Car
  • Home Insurance
  • Price
“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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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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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.

Why these companies made our list

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