Mylène Lapointe - Planificateur Financier Indépendant
“She is patient and ensures that the information shared is well understood by her clients.”
Best Financial Advisors near Candiac, QC
These firms serve Candiac from nearby bases in towns including Montreal, Saint-Hubert and Saint-Jean-sur-Richelieu.
15 firms listed · 2 open weekends · all 15 rated 4.5+
Data verified October 19, 2026
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Finexia
“Very professional service where trust and security are well established.”
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Groupe Financier Strateginc
“Always excellent service and excellent advice in addition to making meetings friendly and pleasant.”
Émergence Cabinet de Services Financiers Inc.
“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.”
TÙS Gestion de Patrimoine
“He offered me solutions and strategies 100% related to my profile because he took the time to get to know me and fully understand my needs.”
Mathieu Marcil, Pl.fin.
“Mathieu has been taking care of my investments for over 10 years now and I am very satisfied with it.”
The 15 firms listed for Candiac, 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: Candiac, QC
The 15 firms on this page are rated from 4.6 to 5.0 across 2,463 reviews; 8 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (55%) and quality (36%). The topics that come up most in reviews of the firms on this page are "trust" and "patient". 2 are open on Saturdays and 1 on Sundays. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 2008. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 13 list a public email and 4 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Candiac take financial planning bookings online?
4 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.
Lacasse Financial Services
“High quality service, very clear explanations of the economic context and the strategy adopted”
Reei.ca
“Benjamin took the time to explain everything to me”
Rothenberg Wealth Management
“I have been a client of Rothenberg Wealth Management for many years and have had the pleasure of dealing with Ms Tina Patel throughout this time.”
Gestion de Patrimoine Villeneuve
“Listen to your needs, provide a good reference and provide important information that we don't necessarily know.”
Pauls & Associates
“Their knowledge and advise was fantastic and as a result we will never look anywhere else for accounting or tax preparation services.”
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Jean-François Vinet, Pl. Fin. CIM | Gestion de Patrimoine Assante
“We have been working with him since 2016 for all our investment and retirement planning, and he has more than surpassed our expectations.”
Magnolia Gestion - Courtier Assurance Vie au Québec
“If you are looking for an advisor who truly cares about meeting the needs of his clients, Magnolia Gestion is the one for you.”
Lumos Services Financiers
“Ann Rebecca is very efficient and human in her approach.”
Services Financiers Conseils RM Inc
“We understand our finances better since doing business with him and his team.”
Why these companies made our list
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