Best Financial Advisors in Candiac, QC
The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Candiac area.
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Tax-Efficient Strategies, Retirement Planning, Investments Strategies
“He takes good care of his customers.”
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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.”
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Pauls & Associates
- Family
- File
- Income Tax
“As a newcomer to Canada, my first tax return seemed daunting but with Pauls and Associates guidance and patience my return was submitted effortlessly on my part.”
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Conseil Kad-Kad Consultancy
Tax Management Services, Payroll Management Services, Financial Accounting and Management
“Wow KAD consultancy is an awesome place to do all ur taxes, accounting, payroll n all kinds of administrative work n also all areas of consultancy a business is required to be successful.”
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Dimitri Lappos - Wealth Management
- Financial
“I've been working with Dimitri for a couple of years now and he always has a smile on his face, takes the time to be sure I understand the complexities of the market, and has helped me at arrive at the place I want to be, portfolio wise.”
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
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.”
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The St-Georges Group
- Team
“Darren goes above and beyond to take the time to explain my options, ensuring that I have a very good understanding of each, so that I can make the best decision that fits my short and long term goals.”
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Elan Accounting Services
Tax Planning, Uber & Taxi Driver Income Tax Return, Income Tax Return
“I have worked with Elan Accounting from my first time filing tax until now and they have proved to be professional,on-time and reliable in every aspect.”
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Sekure Payment Experts
“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.”
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Olivier Truchon Conseiller en Sécurité Financière
- Patient
- Insurance
- Service
“Thank you Olivier for your flexibility and your simplicity during our appointments!”
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Émergence Cabinet de Services Financiers Inc.
- 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.”
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Rothenberg Wealth Management
- Knowledge
- Questions
- Telephone
“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.”
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Financière AT - Gestion de Patrimoine
Assurances, Placements, Gestion de Patrimoine
“We were very impressed with the personalized professional service and advice given to us by Financiere AT, and how you have tailored this specifically to suit our situation and future needs.”
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Everest Financial Services
- Plan
- Needs
- Knowledge
“Whether it be insurance, savings or any number of investment vehicles, Steven is able to help me select the product I need and, just as importantly, talk through what I don't need.”
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Services Financiers Avie Financial Services
- Professionalism
- House
- Mortgage
“Alena, I want to express our gratitude to you for your professionalism and personal approach to our file, in finding the best conditions in the bank and completing documents in a short time.”
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Moon Tax Services
- Communication
- The Moon
- Labor
“One of the best experience I had with an accoutant in a very long time, has excellent knowledge of not only taxes filed withen Canada but overseas as well.”
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Reei.ca
- Disabled
- Sympathetic
- Patience
“We were supported, advised, reassured and accompanied with kindness and professionalism in this administrative maze which causes too many parents to abandon the steps (or never take them!”
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Finexia
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.”
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Stratéginc Groupe Financier
- Strategy
- Monetary Investment
- Service
“Truly, I am a satisfied client and, without doubt, one of the best decisions I made a few years before my retirement was to transfer my assets to StratégInc.”
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SV Taxes and Accounting
- Company
- Price
- Questions
“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.”
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TÙS Gestion de Patrimoine
Solutions D'assurances, Solutions Financières
“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.”
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Groupe Natale
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.”
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Mathieu Marcil, Pl.fin.
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.”
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Assuruni
- Professional
- Home Insurance
- Car
“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 .”
Retirement Planning and Investment Management Services in Candiac, QC Cost Estimates
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