The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Brossard area.
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Prominent finalists A-Z in Brossard
Aisance Gestion de Patrimoine
Alexandre Beaulieu | Planificateur financier
Assurance et Placement
BRIAN GAGNÉ IA GESTION PRIVÉE DE PATRIMOINE INC
Courtage Conseil Birar
DMA- Gestion de patrimoine
DV Consultation S.e.n.c.r.l
Daniel Charron Services Financiers
Ellefinances.com
George Bazerji, Conseiller en Sécurité Financière
Gestion Trinergia
Gestion de Patrimoine Assante Jean-François Vinet
Groupe Claveau, Gestion de Patrimoine
Groupe financier Sécurvie inc.
Investissements Novacap
Jean-Philippe Bernier FSA, FICA
Lamanque Gestion de Patrimoine
Leconseiller.ca
Ma Santé Financière
Nadeau Gestion Financière
Services Financiers Primeau
Socium Groupe Financier
Unia Finances Inc.
Yannick Gregoire Groupe Investors
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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.”
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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.”
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Gestion de Patrimoine Assante Jean-François Vinet
(10)
Saving
Service
Strategy
“Thank you for your availability and your advice.”
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Courtage Conseil Birar
Services Aux Particuliers, Services Aux Entreprises
“FINANCES PERSONNELLES ÉCONOMIE ET MARCHÉS FINANCIERS / IA Cette semaine : la Banque du Canada a (fort probablement) enfin terminé l'un des plus rapides cycles de resserrement de politique monétaire de son histoire. Consultez la vidéo en ligne Source ...”
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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.”
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Gestion Trinergia
(2)
“Micheline is always there to answer our questions and give good advice.”
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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.”
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Aisance Gestion de Patrimoine
(1)
“Professionals of the highest caliber who also have deep human sensitivity.”
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Dma- Gestion de Patrimoine
(1)
“I recommend the services of Alexandre Beaulieu without hesitation.”
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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.”
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Lamanque Gestion de Patrimoine
“Lamanque Gestion de Patrimoine Inc. est un cabinet d'assurance et de services financiers localiséà Brossard, à cinq minutes du Quartier Dix30. Notre équipe chevronnée collabore avec différentes sphères légales et comptables ainsi que plusieurs profes...”
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Investissements Novacap
“At Fibrenoire, Novacap is a synonym for growth. We have become the biggest fiber optic network in Quebec and our expansion is still going strong Benjamin Desmarais President”
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Groupe Claveau, Gestion de Patrimoine
“Bienvenue au Groupe Claveau, une équipe experte et engagée à offrir les meilleurs services à ses clients en matière de gestion de portefeuille, dans un cadre de gestion globale de patrimoine.”
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George Bazerji, Conseiller en Sécurité Financière
“Some conditions, restrictions and exclusions apply. The products are available in Quebec only. The circumstances or factors may vary depending on your individual situation. We encourage you to consult a professional before making a final decision. We...”
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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.”
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Yannick Gregoire Groupe Investors
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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...”
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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.”
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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.”
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Services Financiers Primeau
(1)
“Very good professional service.”
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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.”
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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.”
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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 ...”
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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...”
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Retirement Planning and Investment Management Services in Brossard, QC Cost Estimates