Best Financial Advisors in Candiac, QC

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Candiac area.

Les Services Financiers Dupont

Les Services Financiers Dupont

(1)
Tax-Efficient Strategies, Retirement Planning, Investments Strategies
“He takes good care of his customers.”
Emergency Services
In Business Since 2021
40 Pl. de la Calédonie, Candiac, QC J5R 4G8
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Misa N&P

Misa N&P

“À partir de vos relevés bancaires, nous pourrons évaluer vos façons d'opérer et vous suggérer des solutions réduisant votre gestion et vos coûts.”
19 Rue Duranceau, Candiac, QC J5R 6R4
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Retirement Planning, Tax Planning, Investment 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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Sekure Payment Experts

Sekure Payment Experts

(44)
“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.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2012
3 Place Ville Marie #200, Montréal, QC H3B
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Patient
  • Insurance
  • Service
“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Proactive
  • Meeting
  • Professionalism
“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
Assurances, Placements, Gestion de Patrimoine
“André is interested in your financial situation, understands it very well and does everything possible to suggest an investment profile that meets your expectations and your risk tolerance.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(48)
  • Expertise
  • Confident
  • Plan
“I highly recommend Steven and Everest Financial Services to anyone looking for a trusted financial advisor who genuinely cares about their clients' success.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
  • Sympathetic
  • Cover
  • Professionalism
“Thank you Keven, thank you for everything I enjoyed working with you it was a real pleasure knowing you, thank you again for the help you gave me I really appreciate it.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Elan Accounting Services

Elan Accounting Services

(37)
Accounting and Bookkeeping, Uber & Taxi Driver Income Tax Return, Income Tax Return
“A very organized, detailed and responsive collection, I am happy to meet you and for three years I have been introducing and recommending you to everyone with ease and pride.”
Transparent Fees & Pricing
In Business Since 2019
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Personal Financial
  • Benefits
  • 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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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Telephone
  • Google Account
  • Needs
“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.”
Transparent Fees & Pricing
Serving Candiac Area
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Assuruni

Assuruni

(44)
  • Couple
  • Money
  • Budget
“Joe is a great person and has great communication skills and listens to what the customer wants and he tries his best to satisfy your needs concerning your situation with insurance , I have no regrets .”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Pauls & Associates

Pauls & Associates

(44)
  • Family
  • Future
  • Review
“Seven years ago I asked them to fill my taxes for the first time, was astonished with their level of expertise and since then never met better accountants and advisors.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Taco Finance

Taco Finance

(50)
  • Caregivers
  • Quality
  • Understand
“In addition to gaining a better knowledge of all the services offered to us, I learned several tips to better manage my portfolio in addition to emerging with some tools to benefit from numerous financial advantages.”
In Business Since 2020
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
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Finexia

Finexia

(35)
Planification Des Objectifs, Placements, Assurances et Autres Services
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
In Business Since 2009
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • Understanding
  • Information
  • Bon
“Her ability to help me find insurance promptly and accurately, combined with her friendly and professional attitude, make her an exceptional collaborator.”
In Business Since 2013
Serving Candiac Area
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Groupe Natale

Groupe Natale

(27)
Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“I could not get the information I was looking for when I was calling the other insurance providers.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Monetary Investment
  • Trust
  • Questions
“Following this collaboration, I decided to entrust him with the financial planning of my business and I am very satisfied with the performance and the services provided.”
In Business Since 2014
Serving Candiac Area
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • Professionalism
  • House
  • Mortgage
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Planification Pour Entreprises, Planification Financière, Tarification
“Exceptional quality as far as I'm concerned - he knows his field well and will be able to offer you advice that matches the specifics of your financial situation.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Wallet
  • Adaptive Expertise
  • Patient
“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.”
In Business Since 2021
Serving Candiac Area
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Reei.ca

Reei.ca

(32)
  • Trust
  • Disabled
  • Patience
“Benjamin took the time to explain everything to me”
In Business Since 2008
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Services Financiers Conseils J & M Inc

Services Financiers Conseils J & M Inc

(49)
  • Hands
  • Sympathetic
  • Monetary Investment
“Roger has been taking care of my personal investments and insurance for several years and has always been able to advise me in the best interests of me.”
650 Rue Boucher #302, Saint-Jean-sur-Richelieu, Quebec J3B 7Z8
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Retirement Planning and Investment Management Services in Candiac, QC Cost Estimates

Minimum cost
$1205
Maximum cost
$10239
National Average
$3614
Avg Per Hour Rates
$362
$2409
$6625
Typical price range is based on 359 cost profiles
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Average Cost $3614
Minimum cost $1205
Maximum cost $10239
Avg Per Hour Rates $362

Typical range $2409 to $6625 is based on 359 cost profiles.

Why these companies made our list

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