Brossard, QC

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Brossard, QC
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Best Financial Advisors in Brossard, QC

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Brossard area.

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DV Consultation S.e.n.c.r.l

DV Consultation S.e.n.c.r.l

(28)
Évaluation D'entreprises, Modélisation, Plan D'affaires et Budget
“Very professional service, in particular, a big thank you to Guillaume Vigeant.”
In Business Since 2015
4605 Boul. Lapinière Ste 350, Brossard, Quebec J4Z 3T5
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Unia Finances Inc.

Unia Finances Inc.

(12)
  • Service
  • Human
  • Trust
“I also benefited from a group insurance renewal whose expected increase was greatly reduced, which allows me to continue to offer this benefit to my employees without affecting the company's figures.”
In Business Since 2021
3755-E Boul Matte, Brossard, QC J4Y 2P4
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Gestion de Patrimoine Assante Jean-François Vinet

Gestion de Patrimoine Assante Jean-François Vinet

(10)
  • Saving
  • Service
  • Strategy
“Thank you for your availability and your advice.”
In Business Since 2024
4605-B Boul. Lapinière bureau 260, Brossard, QC J4Z 3T5
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Assurance et Placement

Assurance et Placement

(12)
  • Monetary Investment
“Geoffroy knows how to put his experience as an entrepreneur at the disposal of his clients to help them determine their needs, carry out an in-depth analysis of their situation and offer personalized solutions to achieve their objectives.”
In Business Since 2015
6400 Av. Auteuil Bureau 300, Brossard, Quebec J4Z 3P5
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Socium Groupe Financier

Socium Groupe Financier

(2)
“I have entrusted my insurance and my personal and company investments to Éric Olivier and his team (Randa and Aida) for years.”
6400 Av. Auteuil Bureau 300, Brossard, Quebec J4Z 3P5
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Gestion Trinergia

Gestion Trinergia

(2)
“Micheline is always there to answer our questions and give good advice.”
In Business Since 2010
6185 Taschereau Blvd, Brossard, Quebec J4Z 1A6
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Dma- Gestion de Patrimoine

Dma- Gestion de Patrimoine

(1)
“I recommend the services of Alexandre Beaulieu without hesitation.”
In Business Since 2012
6185 Taschereau Blvd Bureau 260, Brossard, Quebec J4Z 1A6
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Alexandre Beaulieu | Planificateur Financier

Alexandre Beaulieu | Planificateur Financier

(1)
“As I always tell my loved ones, if you are not already doing business with my financial planner, then you are losing money.”
6185 Taschereau Blvd Bureau 260, Brossard, Quebec J4Z 1A6
Featured

Nous sommes nombreux à ne pas avoir un régime de retraite avec notre employeur et à devoir compter que sur nos épargnes pour vivre à la retraite ou encore à la pré-retraite. Si c’est votre cas, je vous invite à lire cette analyse et les conseils d’Alexandre Beaulieu, Planificateur financier dans La Presse.

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Aisance Gestion de Patrimoine

Aisance Gestion de Patrimoine

(1)
“Professionals of the highest caliber who also have deep human sensitivity.”
In Business Since 2004
6400 Av. Auteuil Bureau 300, Brossard, Quebec J4Z 3P5
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Ma Santé Financière

Ma Santé Financière

(2)
“I recommend it to anyone, investors or not, who wish to improve their finances, better understand mortgage financing and, above all, their credit report.”
In Business Since 2023
6185 Taschereau Blvd #118, Brossard, Quebec J4Z
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Groupe Financier Sécurvie Inc.

Groupe Financier Sécurvie Inc.

“Il a réussi à bien nous conseiller et évaluer nos besoins et, surtout, à mettre à jour nos profils de tolérance au risque au fur et à mesure des étapes de vie et de carrières. Cette habilité à bien nous lire et conseiller a fait en sorte que nous som...”
In Business Since 2022
Remote Consultations Available
3755 E Boul Matte, Brossard, QC J4Y 2P4
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Nadeau Gestion Financière

Nadeau Gestion Financière

(3)
  • Insurance
  • Service
“He presented us with a financial plan that meets our needs and will provide us with a very good retirement.”
1850 Av. Panama bureau 500, Brossard, QC J4W 3C6
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Leconseiller.ca

Leconseiller.ca

(2)
“I enjoyed very much the service provide by Jonathan, he provided expert advice and a turn-key service when it was time to prepare the documents.”
6400 Av. Auteuil Bur. 300, Brossard, QC J4Z 3P5
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Daniel Charron Services Financiers

Daniel Charron Services Financiers

(1)
“He takes into account all facets of each person's personal life to plan investments so that returns are at their peak.”
5 Rue de la Place-du-Commerce #210, Brossard, QC J4W
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Services Financiers Primeau

Services Financiers Primeau

(1)
“Very good professional service.”
7055 Bd Taschereau Bureau 400, Brossard, QC J4Z 1A7
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Ellefinances.com

Ellefinances.com

(1)
“We quickly feel that listening, respect and concern for clients are at the heart of this team, in addition to comprehensive and up-to-date expertise.”
1850 Av. Panama bureau 500, Brossard, QC J4W 3C6
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Groupe Gestion de Patrimoine Patrice Charbonneau

Groupe Gestion de Patrimoine Patrice Charbonneau

9160 Boul. Leduc, Brossard, QC J4Y 0B3
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Distinction Patrimoine IA Gestion Privée

Distinction Patrimoine IA Gestion Privée

“IA Gestion privée de patrimoine inc. est membre du Fonds canadien de protection des épargnants et de l'Organisme canadien de réglementation du commerce des valeurs mobilières. iA Gestion privée de patrimoine est une marque de commerce et un autre nom...”
6185 boulevard tachereau suite 260 brossard Québec J4Z 1A66, Brossard, QC J4Y
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Jean-Philippe Bernier Fsa, Fica

Jean-Philippe Bernier Fsa, Fica

“Le régime de retraite individuel, ou RRI, est un régime de retraite à prestations déterminées. Si le participant du régime détient au moins 10 % des titres de la société parrainant le régime, le RRI n'est pas enregistré auprès de Retraite Québec, ce ...”
6185 Taschereau Blvd Bureau 260, Brossard, Quebec J4Z 1A6
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Jean-Sébastien Ducharme | Patrimoine 360

Jean-Sébastien Ducharme | Patrimoine 360

“Nous sommes responsables de tous les renseignements personnels dont nous avons la gestion, incluant tous les renseignements confiés à une tierce partie aux fins de traitement, d'entreposage ou autre.En conséquence, nous sommes tenus de protéger la co...”
7505 Bd Taschereau #103, Brossard, QC J4Y 1A2
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Jean-François Gervais, Vente/Évaluation Entreprise

Jean-François Gervais, Vente/Évaluation Entreprise

“J'ai connu Jean-François Gervais à travers la vente de mon entreprise que j'avais alors mandaté comme consultant pour m'accompagner à travers tout le processus de vente. Au-delà de mes attentes, il a su avoir une excellente écoute de mes inquiétudes ...”
In Business Since 2018
9160 Boul. Leduc Bureau 410, Brossard, Quebec J4Y
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Zénith Services Financiers Inc

Zénith Services Financiers Inc

“Entourédes professionnels spécialiséspour l'aider dans sa mission, le conseiller vous propose des stratégies et des mesures cohérentes et réalistes pour atteindre les objectifs que vous vous êtes fixés.”
In Business Since 2015
6400 Av. Auteuil Bureau 300, Brossard, Quebec J4Z 3P5
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Services Financiers Liette Massé Inc.

Services Financiers Liette Massé Inc.

9160 Boul. Leduc bureau 710, Brossard, Quebec J4Y
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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, Estate and Insurance Planning, Tax 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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Retirement Planning and Investment Management Services in Brossard, QC Cost Estimates

Minimum cost
$1234
Maximum cost
$10487
National Average
$3702
Avg Per Hour Rates
$371
$2468
$6786
Fair price range is based on 275 cost profiles
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Average Cost $3702
Minimum cost $1234
Maximum cost $10487
Avg Per Hour Rates $371

Fair range $2468 to $6786 is based on 275 cost profiles.

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