The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Chambly area.
Learn how we score.
Prominent finalists A-Z in Chambly
AEC Financial Group – National Bank Financial
Bilocq Marie Chantal
DV Consultation S.e.n.c.r.l
Desslauriers Groupe Financier
Finexia
Investissement KM
Lacasse Financial Services
Lawadvisors
Les Services Financiers Dupont
Lumos Services Financiers
Mathieu Marcil, Pl.fin.
Myriad Private Wealth With Ia Private Wealth – Joseph Alfie
REEI.ca
Rothenberg Wealth Management
Sekure Payment Experts
Services Financiers Avie
Services Financiers BMA
Services Financiers Mylène Lapointe
Stratéginc Groupe Financier
Taco Finance
Tourangeau Crochetière CPA
TÙS Gestion de Patrimoine
VÉgiard Bergevin
Émergence Cabinet de Services Financiers Inc.
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Services Financiers BMA
(2)
“With the help of BMA, we defined achievable goals both personally and in business.”
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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 ...”
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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.”
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Bilocq Marie Chantal
(1)
“Excellent notary”
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
“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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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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!”
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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.”
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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.”
“Excellent service, always available and easy to reach.”
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Les Services Financiers Dupont
(1)
Tax-Efficient Strategies, Investments Strategies, Investment Accounts Held by Corporations
“He takes good care of his customers.”
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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.”
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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.”
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Retirement Planning and Investment Management Services in Chambly, QC Cost Estimates