Banville Gestion de Patrimoine
“In addition, Antoine, Yves and Marjorie took the opportunity to review my retirement plan and gave me excellent advice!”
Best Financial Advisors in Boucherville, QC
15 firms listed · 4 in Boucherville · 3 open weekends · 13 rated 4.5+
Data verified October 19, 2026
Samuel Beaudry
Yves Dube
Globevest Capital
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Stratéginc Groupe Financier
“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.”
Émergence Cabinet de Services Financiers Inc.
“Always with kindness, he does everything possible to satisfy his customers and respond to requests with solutions to situations.”
The 15 firms listed for Boucherville, 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: Boucherville, QC
4 of the 15 firms we list are based in Boucherville; the other 11 serve Boucherville from towns including Montreal (13 km), Saint-Hubert (14 km) and Saint-Léonard (10 km). 13 of the firms on this page have a rating, from 4.9 to 5.0 across 971 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (45%) and quality (35%). The topics that come up most in reviews of the firms on this page are "trust" and "patient". 3 are open on weekends. 7 have ten or more years of experience, the longest 24 years. We have a website on file for all 15 of the firms on this page; 10 publish a contact page; 13 list a public email and 5 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 Boucherville take financial planning bookings online?
5 of the 15 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.
Mathieu Marcil, Pl.fin.
“I followed him when he set up on his own and I recommend him to my friends and family.”
Services Financiers Avie Financial Services
“She explained to me all my options in the beginning and fought for my rate all the way until we were approved.”
Lacasse Financial Services
“He is a reference for several advisors and an asset for his clients.”
TÙS Gestion de Patrimoine
“Advisor who listens to his clients, present and confident in the work he undertakes.”
Reei.ca
“Very patient and very courteous, worth a 5 star ✨”
Mylène Lapointe - Planificateur Financier Indépendant
“Very professional and conscientious, attentive to your needs.”
Gestion de Patrimoine Villeneuve
“He is efficient, understanding and attentive.”
AEC Financial Group - National Bank Financial
“They really take their time to explain strategy and next steps.”
Lumos Services Financiers
“The advisors are excellent at guiding me and recommending financial products in a strategy that suits my needs.”
Why these companies made our list
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