Best Financial Advisors in Boucherville, QC

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

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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Planisource - Services Financiers et Stratégiques

Planisource - Services Financiers et Stratégiques

“Il y a quelques années, lors de la planification de mon transfert d'entreprise , je travaillais en même temps sur un nouveau projet d'entreprise qui nécessitait beaucoup de voyagement en C hine. J'avais besoin d'une compagnie qui regroupait tous les ...”
In Business Since 2010
395 Rue Samuel de Champlain, Boucherville, QC J4B 1P7
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Banville Gestion de Patrimoine

Banville Gestion de Patrimoine

“Pour tous vos besoins en matière de placement, de financement hypothécaire, d'assurance-vie et d'impôt, communiquez avec Banville Gestion de Patrimoine, votre cabinet de services financiers à Boucherville. La consultation est gratuite !”
In Business Since 2016
56 Rue de Montbrun, Boucherville, QC J4B 4T9
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Samuel Beaudry

Samuel Beaudry

“Nous vous faisons profiter de l'expertise de gestionnaires de placements de calibre mondial à laquelle les investisseurs individuels n'ont habituellement pas accès, ce qui vous ouvre tout un éventail d'occasions de placement et un savoir-faire instit...”
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

(6)
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
10-, 474 McGill St, Montreal, Quebec H2Y 2H2
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Elan Accounting Services

Elan Accounting Services

(29)
Income Tax Return, Uber & Taxi Driver Income Tax Return, Non-Residence Filing
“I have worked with Elan Accounting from my first time filing tax until now and they have proved to be professional,on-time and reliable in every aspect.”
In Business Since 2019
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

Sekure Payment Experts

(27)
  • Relationship Manager
  • Fees
  • Processor
“I was truly upset and ready to just throw in the towel however, after working with her and seeing her responsiveness, her patience and her ability to work with me on behalf of my employer persuaded me to re think my concerns and stay with Sekure Mer...”
In Business Since 2012
Transparent Fees & Pricing
Remote Consultations Available
3 Place Ville Marie #200, Montréal, QC H3B 2E3
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • Team
  • Professional
  • Finances
“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!”
In Business Since 2012
Transparent Fees & Pricing
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Groupe Natale

Groupe Natale

(16)
Services For Corporations, Entrepreneurs and Affluent Clients, Individual & Family
“He made sure that we understood all the little details, explained everything to us, he went above and beyond.”
In Business Since 2018
Free Initial Consultation
3055 Boulevard Saint-Martin O suite 620, Laval, Quebec H7T 0J3
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Lawadvisors

Lawadvisors

(12)
Life Insurance
“When I was searching for information on life insurance for my mother I didn't have to wait long as Norman called me right away to give me detailed information I was needing.”
In Business Since 2017
Licensed
Free Initial Consultation
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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SV Taxes and Accounting

SV Taxes and Accounting

(17)
  • Income Tax
  • Questions
  • Government
“She always works in the best interests of her clients, always on time with the reminders and government updates and she never delays with the feedback to whatever requests you might have.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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3D Financial

3D Financial

(8)
Financial Planning, Wealth Management, Insurance
“They initially helped me organize my finances and built a plan for me to be able to comfortably purchase my first revenue property, which I purchased a little over a year and a half ago.”
In Business Since 2019
Free Initial Consultation
3080 Boul. le Carrefour Suite 500, Laval, Quebec H7T 2R5
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Melkonian Finance

Melkonian Finance

(10)
Specific Purchases, Debt Management, Group Retirement Savings Plans
“As a business owner, my income can sometimes fluctuate so planning for the future is even more important - Alex and his team have done a fantastic job of making sure I am set to reach my goals.”
In Business Since 2015
7575 Trans Canada Route Suite 555, Saint-Laurent, Quebec H4T 1V6
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Montreal

Montreal

(6)
Professional Services, Personal Tax Planning Services, Corporate Services
“We have been working with Ian for several years and he is the corner stone of our business and indispensable to our personal finances.”
In Business Since 2012
Free Initial Consultation
Serving Boucherville Area
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Services Financiers Avie

Services Financiers Avie

(14)
  • 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.”
In Business Since 2006
1080 Côte du Beaver Hall #002, Montréal, QC H2Z 1S8
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The Financial Independence Club

The Financial Independence Club

(9)
Tax Planning, Wealth Management, Insurances
“Haven't submit my Tax for last 2 years since my previous accountant really messed it up and I ended owing Gov alot, After much hesitant reached out to Rene on Social Media, He seems very efficient, went trough my documents carefully and made my submi...”
In Business Since 2015
2572 Bd Daniel-Johnson 2nd Floor, Laval, QC H7T 2R3
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Chowdhury Aktar & Associates

Chowdhury Aktar & Associates

(9)
“It is great opportunity working for the company”
In Business Since 2019
Free Initial Consultation
3700 Rue Griffith #116, Saint-Laurent, QC H4T 2B3
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Sohon Assurances et Services Financiers

Sohon Assurances et Services Financiers

(13)
  • Women
“Since I started working with Lin I learned so much about financial investing and the tools that are available for every individual investor in the world of insurance , estate planning , mortgages , and the financial world .”
In Business Since 2019
1111 Bd Dr.-Frederik-Philips suite 600, Saint-Laurent, Quebec H4M 2X6
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Jamali Financials

Jamali Financials

(4)
  • Insurance
“Best of all ONE place to meet all financial needs: insurances and investments plus competitive rates.”
In Business Since 2021
Transparent Fees & Pricing
Free Initial Consultation
4030 Blvd. Cote-Vertu Ouest Office#107, Saint-Laurent, Quebec H4R 1V4
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Valeurs Mobilières Whitehaven

Valeurs Mobilières Whitehaven

(4)
“Great broker, exclusive exempt market opportunities.”
In Business Since 2013
Offers Financing Options
Coupons & Offers
1595 Bd Daniel-Johnson #300, Laval, Quebec H7V 4C2
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Richter

Richter

(2)
“Reputable high end firm with amazing quality service.”
In Business Since 2000
Remote Consultations Available
Family Business
Richter Tower, 1981 McGill College Ave, Montreal, Quebec H3A 0G6
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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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