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Services Financiers BMA
“With the help of BMA, we defined achievable goals both personally and in business.”
Best Financial Advisors near Chambly, QC
1 of these firms is based in Chambly; the others serve Chambly from towns including Montreal (23 km), Saint-Hubert (10 km) and Saint-Jean-sur-Richelieu (13 km).
1 open 24/7 · 5 open weekends · 23 rated 4.5+
Data verified October 18, 2026
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Stratéginc Groupe Financier
- 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.”
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Émergence Cabinet de Services Financiers Inc.
- 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.”
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Rothenberg Wealth Management
- 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.”
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Taco Finance
- 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.”
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Finexia
- Safety
- Thibaut Courtois
- Trust
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
The 24 firms listed for Chambly, 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: Chambly, QC
The 24 firms on this page are rated from 4.1 to 5.0 across 1,395 reviews; 8 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (47%) and quality (41%). The topics that come up most in reviews of the firms on this page are "trust" and "patient". 1 is open around the clock and 5 are open on weekends. 8 have ten or more years of experience, the longest 18 years. 1 offers urgent consultations. 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 4 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 Chambly take financial planning bookings online?
4 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.
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Mathieu Marcil, Pl.fin.
- Strategy
- Service
- Trust
“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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Lacasse Financial Services
- 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.”
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Services Financiers Avie Financial Services
- 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.”
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TÙS Gestion de Patrimoine
- 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!”
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Reei.ca
- Disabled
- Children
- Empathy
“It was exceptional, very satisfactory customer service +++”
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Services Financiers Conseils J & M Inc
- Family
- Interest
- Hands
“Roger has been taking care of my personal investments and insurance for several years and has always been able to advise me in the best interests of me.”
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Mylène Lapointe - Planificateur Financier Indépendant
- Human
- Service
- Trust
“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.”
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Gestion de Patrimoine Villeneuve
- Merger
- Service
- Human
“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).”
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AEC Financial Group - National Bank Financial
- Finances
- Team
- Professional
“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!”
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Lumos Services Financiers
- Insurance
- Monetary Investment
“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.”
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Les Services Financiers Dupont
“He takes good care of his customers.”
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Deslauriers Groupe Financier
- Elle
- Service
- Understanding
“Excellent service, always available and easy to reach.”
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Unia Finances Inc.
- Insurance
- Reality
- Service
“Unia Finances is a service with committed, dynamic people with the constant concern for a personalized and human approach for each client or group of people.”
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Gestion de Patrimoine Assante Jean-François Vinet
- Tax
- Saving
- Service
“He is super knowledgeable and kind!!”
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Banville Gestion de Patrimoine
- Service
- Tax
“The owner of the company gave me an appointment to help me see what I should do regarding a disability tax adjustment for the last 5 years, since Gestion Nathalie Simard, who did my taxes, did not no longer returned my calls.”
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Jean-Francois Bousquet Notaire
- Service
“Excellent professional service.”
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Planico
- Thoughtful
- Insurance
“In short, if you are looking for a professional in financial planning, insurance, investments you will discover in Denis a dedicated and trustworthy person, capable of adjusting to his clients and their level of comfort.”
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Dubois & Joyal Notaires
- Service
“Me De Chantal quickly and very effectively answered my troubling questions on the issue of will research carried out at both organizations (Barreau du Québec and Chambres des Notaires).”
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
Why these companies made our list
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