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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.”

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Planisource - Services Financiers et Stratégiques

(1)

“A really interesting overall approach.”

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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.”

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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...”

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Yves Dube

“Yves Dubé est un conseiller en sécurité financière. Ils offrent des assurances vie, maladie grave, invalidité, des placements, REER, CELI, REEE hypothèque.”

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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...”

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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.”

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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.”

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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.”

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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.”

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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.”

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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...”

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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...”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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...”

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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.”

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Average Cost	$3663
Minimum cost	$1221
Maximum cost	$10377
Avg Per Hour Rates	$367

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

Planisource - Services Financiers et Stratégiques

Michael Prince - Conseiller en Sécurité Financière

Samuel Beaudry

Yves Dube

Globevest Capital

Pauls & Associates

Conseil Kad-Kad Consultancy

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Elan Accounting Services

Sekure Payment Experts

Dettes.ca

Émergence Cabinet de Services Financiers Inc.

Rothenberg Wealth Management

Financière AT - Gestion de Patrimoine

Services Financiers Avie Financial Services

Reei.ca

Stratéginc Groupe Financier

SV Taxes and Accounting

TÙS Gestion de Patrimoine

Groupe Natale

Mathieu Marcil, Pl.fin.

Assuruni

Planificateur Financier Indépendant | Marc-Olivier Desmarais

Retirement Planning and Investment Management Services in Boucherville, QC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Boucherville

Popular in Boucherville