Best Financial Advisors in Chambly, QC

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Chambly area.

Services Financiers BMA

Services Financiers BMA

(2)
“With the help of BMA, we defined achievable goals both personally and in business.”
In Business Since 2014
654 Av. de Salaberry, Chambly, QC J3L 1R1
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Investissement KM

Investissement KM

(2)
“The owner is very human, smiling, polite, if you wish to invest your agent, or other projects, this man has the required professional qualities and professional training.”
Serving Chambly Area
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Sekure Payment Experts

Sekure Payment Experts

(44)
“Amanda Jessica Motter is my POC at Sekure merchant service and she is very excellent and always trying to help customer with loyalty, patients and with low cost.”
Remote Consultations Available
In Business Since 2012
Transparent Fees & Pricing
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)
  • Honest
  • Patient
  • 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)
  • Meeting
  • Trust
  • Planning
“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)
Planification Fiscale, Planification Successorale, Assurances
“He has been constantly working with me on my portfolios with regular changes based on the market fluctuations in perfect alignment with my 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)
  • Confident
  • Goals
  • Future
“Steven had encouraged us to purchase critical illness insurance (which in all honesty I did begrudgingly) and it turned out to be best decision we ever made.”
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)
  • Financial
  • Explanation
  • Sympathetic
“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)
Gst/Qst Services, Accounting and Bookkeeping, Income Tax Return
“Working with Elan Accounting Services Inc was not only hassle-free, but it also provided me with peace of mind knowing that my financial matters were being handled by true professionals.”
In Business Since 2019
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Google Account
  • Business
  • Patience
“Mylène was very informative and helpful as she took the time to explain each investment in my portfolio and the best strategies that I can benefit from.”
Transparent Fees & Pricing
Serving Chambly Area
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Benefits
  • Specialist Degree
  • Trust
“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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Assuruni

Assuruni

(44)
  • Money
  • Information
  • Company
“I fully recommend him (BTW he turnaround a not so good experience that I had with one agent to the great one, and this rating is just because of his and only his professional and quality service)”
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)
  • Future
  • Communication
  • Team
“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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Taco Finance

Taco Finance

(50)
  • Quality
  • Knowledge
  • Reality
“) in order to improve my finances with the best means for me and they took the time to explain everything to me in detail to be sure that I don't miss anything.”
In Business Since 2020
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
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Dettes.ca

Dettes.ca

(50)
  • Fear
  • Sleep
  • Professionalism
“A trustee who makes you feel good and confident and who always makes sure to offer clear and relevant information so that you can make the best choice for you.”
In Business Since 2004
3325 Boulevard de la Pinière, Terrebonne, Quebec J6X 4P7
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Finexia

Finexia

(35)
Aspects Juridiques, Succession, Placements
“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)
  • Information
  • Prices
  • Team
“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 Chambly Area
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Groupe Natale

Groupe Natale

(27)
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“He made sure that we understood all the little details, explained everything to us, he went above and beyond.”
In Business Since 2018
Free Initial Consultation
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • Heart
  • Questions
  • Professionalism
“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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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Monetary Investment
  • Questions
  • Trust
“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 Chambly Area
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Planification Pour Entreprises, Tarification, Planification Financière
“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)
  • Adaptive Expertise
  • Future
  • Merger
“If you are looking for an advisor who listens, who is professional and who really cares about your development, look no further, Enrique is the advisor you need!”
In Business Since 2021
Serving Chambly Area
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Reei.ca

Reei.ca

(32)
  • Disabled
  • Children
  • Empathy
“It was exceptional, very satisfactory customer service +++”
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)
  • Family
  • Interest
  • Hands
“Excellent service, attentive to our needs with excellent advice, all with professionalism and respect for the customer Positive Responsiveness, Professionalism”
650 Rue Boucher #302, Saint-Jean-sur-Richelieu, Quebec J3B 7Z8
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Retirement Planning and Investment Management Services in Chambly, QC Cost Estimates

Minimum cost
$1213
Maximum cost
$10311
National Average
$3640
Avg Per Hour Rates
$364
$2426
$6672
Typical price range is based on 288 cost profiles
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Average Cost $3640
Minimum cost $1213
Maximum cost $10311
Avg Per Hour Rates $364

Typical range $2426 to $6672 is based on 288 cost profiles.

Why these companies made our list

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