Best Financial Advisors near Candiac, QC

1 of these firms is based in Candiac; the others serve Candiac from towns including Laval (29 km), Montreal (15 km) and Saint-Hubert (15 km).

1 open 24/7 · 6 open weekends · all 24 rated 4.5+

Data verified October 19, 2026

Les Services Financiers Dupont

Les Services Financiers Dupont

(1)
“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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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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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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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
  • Questions
  • Registered Retirement Savings Plan
  • Trust
“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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The 24 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 24 firms on this page are rated from 4.6 to 5.0 across 1,736 reviews; 13 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (53%) and quality (48%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "knowledge". 1 is open around the clock; 6 are open on Saturdays and 4 on Sundays. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2008. 1 offers urgent consultations and 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 17 publish a contact page; 21 list a public email and 9 take bookings online. We count these figures across the firms on this page; distances are straight-line, and 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?

9 of the 24 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.

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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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)
  • Trust
  • Team
  • Information
“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)
  • Knowledge
  • Business
  • Team
“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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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
  • Strategy
  • Trust
  • Service
“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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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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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
“Thank you Roger Martins for advising me on my first investments, it's very reassuring to speak to someone professional and attentive to our needs when it comes to our financial future.”
650 Rue Boucher #302, Saint-Jean-sur-Richelieu, Quebec J3B 7Z8
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
  • Service
  • Trust
“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.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
  • Human
  • Elle
  • Service
“Mylène is always available to answer questions, she is extremely keen to help me set goals and above all she always has good advice on how to achieve them.”
In Business Since 2019
Serving Candiac Area
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
  • Merger
  • Wallet
  • Service
“Although this was only the free preliminary meeting, he took the time to answer all my questions, in clear and simple language and even showed me tools that I did not know (for taxes and for make a personal budget).”
In Business Since 2021
7750 Bd Cousineau Bureau 305, Saint-Hubert, Quebec J3Z 0C8
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • Finances
  • Professional
  • Team
“Professional team that not only takes the time to listen to your financial needs but goes above and beyond to make sure you are truly part of the decision making process!”
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Veltista Financial Services

Veltista Financial Services

(19)
  • Needs
  • Life Insurance
  • Professional
“This company came highly recommended from a personal friend, and it didn't disappoint, The advisor took the time I needed to explain and make my savings work for me!”
1565 Bd de l'Avenir bureau 206, Laval, Quebec H7S 2N5
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Lumos Services Financiers

Lumos Services Financiers

(19)
  • Monetary Investment
  • Insurance
“I purchased my life insurance policy with Lumos in addition to letting them manage my personal investments and I am very satisfied with the results and the service provided, a modern and professional team.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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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
Click to copy
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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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