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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VÉgiard Bergevin

VÉgiard Bergevin

“Plus de 10 ans de collaboration avec le cabinet Végiard Bergevin … et que du bonheur! Fiabilité, compétence, intégrité, disponibilité et professionnalisme sont sans le moindre doute les qualités qui caractérisent le mieux les services de toute votre ...”
In Business Since 2018
630 Chem. de Chambly, Longueuil, QC J4H 3L8
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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.”
2379 Ch. de Chambly Bureau 208, Carignan, QC J3L 4N4
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Bilocq Marie Chantal

Bilocq Marie Chantal

(1)
“Excellent notary”
1383 Tsse Colbert, Chambly, Quebec J3L 2X6
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Corporate Planning, Retirement 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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Sekure Payment Experts

Sekure Payment Experts

(46)
“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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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(46)
  • Professionalism
  • Cover
“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)
  • Questions
  • Needs
  • Business
“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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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(40)
  • Professionalism
  • Mortgage
  • Questions
“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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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.”
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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Reei.ca

Reei.ca

(39)
  • Sympathetic
  • Trust
  • Documents
“They explained it to me well and took the time to answer me, which for me is complicated but confirmed to me that there will be people for each step to help you and in addition for a program that I don't know.”
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(38)
  • Popular Science
  • Strategy
  • 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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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
Solutions Financières, Solutions D'assurances
“His knowledge and curiosity are unrivaled in his field and he managed to communicate to me in every detail my investment options for a healthy financial future.”
In Business Since 2021
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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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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Taco Finance

Taco Finance

(32)
  • Reality
  • Knowledge
  • Options
“I also appreciate the fact that you are very involved in student life and in student events at universities, and the fact that you got in touch with me to see what my needs were.”
In Business Since 2020
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
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DV Consultation S.e.n.c.r.l

DV Consultation S.e.n.c.r.l

(28)
Plan D'affaires et Budget, Évaluation D'entreprises, Modélisation
“Thanks to his listening and good advice, Guillaume was able to answer my questions and guide my file.”
In Business Since 2015
1040 Rue du Lux suite 410, Brossard, QC J4Y
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • 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!”
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Lawadvisors

Lawadvisors

(12)
Life Insurance
“When I was searching for information on life insurance for my mother I didn't have to wait long as Norman called me right away to give me detailed information I was needing.”
Free Initial Consultation
In Business Since 2017
Licensed
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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Lumos Services Financiers

Lumos Services Financiers

(19)
  • 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.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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Desslauriers Groupe Financier

Desslauriers Groupe Financier

(13)
Assurance Individualité, Assurance Collective, Assurance Individuelle
“Excellent service, always available and easy to reach.”
In Business Since 2013
515 Rue de l'Allier, Saint-Jean-sur-Richelieu, QC J2X 5C6
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Les Services Financiers Dupont

Les Services Financiers Dupont

(1)
Tax-Efficient Strategies, Investments Strategies, Investment Accounts Held by Corporations
“He takes good care of his customers.”
In Business Since 2021
Emergency Services
40 Pl. Caledonie, Candiac, QC J5R 4G8
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Services Financiers Mylène Lapointe

Services Financiers Mylène Lapointe

(12)
Investissements et Retraite, Coach Financier, Optimisation Financière
“I really appreciated the first contacts that my partner and I had with Mylène to clearly analyze our situation and advise us in the maze of financial options for our projects.”
In Business Since 2019
Serving Chambly Area
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Adsom CPA

Adsom CPA

(10)
“Our company has been using the services of Patrick Dionne's team at Tourangeau Crochetière CPA for several years now and we are very satisfied with them.”
5800 Bd Louis H. La Fontaine, Anjou, QC H1M 1S7
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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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