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. Caledonie, 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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Pauls & Associates

Pauls & Associates

(44)
  • 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.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(9)
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.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2017
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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Dimitri Lappos - Wealth Management

Dimitri Lappos - Wealth Management

(12)
  • 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.”
Licensed
Serving Candiac Area
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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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The St-Georges Group

The St-Georges Group

(7)
  • 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.”
Serving Candiac Area
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Elan Accounting Services

Elan Accounting Services

(49)
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.”
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

Sekure Payment Experts

(46)
“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

(48)
  • Patient
  • Insurance
  • Service
“Thank you Olivier for your flexibility and your simplicity during our appointments!”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(46)
  • 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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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • 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.”
Transparent Fees & Pricing
Serving Candiac Area
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(39)
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.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(42)
  • 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.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(40)
  • 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.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
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Moon Tax Services

Moon Tax Services

(50)
  • 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.”
In Business Since 1997
740 Mnt Montrougeau, Laval, QC H7P 5K4
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Reei.ca

Reei.ca

(39)
  • 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!”
4 Pl. Ville-Marie #300, Montréal, QC H3B
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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.”
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(38)
  • 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.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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SV Taxes and Accounting

SV Taxes and Accounting

(37)
  • 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.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
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.”
In Business Since 2021
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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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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Assuruni

Assuruni

(29)
  • 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 .”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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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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