Best Financial Advisors in Chambly, QC

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

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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Bilocq Marie Chantal

Bilocq Marie Chantal

1383 Rue Colbert, Chambly, QC 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
10-, 474 McGill St, Montreal, Quebec H2Y 2H2
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Sekure Payment Experts

Sekure Payment Experts

(27)
  • Merchant Services
  • Account
  • Processor
“My experience with Danielle Bourgeois at SeKure Merchants was very pleasant… Your patience is stellar and your communication is by far impeccable… 🤗🏆🤗”
Remote Consultations Available
In Business Since 2012
Transparent Fees & Pricing
3 Place Ville Marie #200, Montréal, QC H3B 2E3
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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!”
In Business Since 2012
Transparent Fees & Pricing
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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Les Services Financiers Dupont

Les Services Financiers Dupont

Tax-Efficient Strategies, Investments Strategies, Investment Accounts Held by Corporations
“*Felix Dupont is attached to PEAK Investment Services Inc. PEAK Investment Services Inc. is a mutual fund dealer that is registered with the Autorité de marchés financiers du Québec and the Mutual FundDealers Association of Canada. PEAK Investment Se...”
In Business Since 2021
Emergency Services
40 Pl. Caledonie, Candiac, QC J5R 4G8
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Services Financiers Avie

Services Financiers Avie

(14)
  • Professionalism
  • Mortgage
  • Questions
“I want to encourage everyone who want to buy a house to contact Aliona Cozari , as she would be able to answer all your questions and advise what are the steps that have to be taken to be able to have your dream house.”
In Business Since 2006
1080 Côte du Beaver Hall #002, Montréal, QC H2Z 1S8
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Richter

Richter

(2)
“Reputable high end firm with amazing quality service.”
Family Business
In Business Since 2000
Remote Consultations Available
Richter Tower, 1981 McGill College Ave, Montreal, Quebec H3A 0G6
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Rothenberg Wealth Management

Rothenberg Wealth Management

(18)
Retail Securities Lending Program, Tax Planning, Retirement Planning
“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.”
In Business Since 2000
Serving Chambly Area
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LS Financial

LS Financial

(1)
“Professional, trustworthy and loyal.”
In Business Since 2004
Family Business
3070 Jean Girard St, Montreal, Quebec H3H 1Y2
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Sherbrooke Street Capital

Sherbrooke Street Capital

(1)
Institutional Services, Personal Wealth Management, Immigrant Investor Program
“Ken and his team are fantastic.”
In Business Since 2004
4749 Rue Notre Dame O, Montréal, QC H4C 1S9
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RSW Accounting + Consulting

RSW Accounting + Consulting

(1)
Property Management, IT System Consulting, Taxation
“Kinda sussy”
In Business Since 2001
300 Rue Léo Pariseau #1900, Montreal, Quebec H2X 4B5
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Finexia

Finexia

Aspects Juridiques, Succession, Placements
“Finexia a remis 73 400 $ aux organismes suivants : Fondation Rêves d'enfants, L'Étoile pédiatrie sociale en communauté du Haut-Richelieu, Fondation Richelieu-St-Jean, Fondation Santé Haut-Richelieu-Rouville, Centre de rétablissement Le Renfort, Club ...”
In Business Since 2009
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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Steve Farrell CPA

Steve Farrell CPA

Tenue de Livres et Mandats Spéciaux, États Financiers et Fiscalité Corporative, Fiscalité Des Travailleurs Autonomes et Des Particuliers
“Chez Steve Farrell CPA, nous croyons qu'un encadrement et un accompagnement rigoureux sont les instigateurs principaux de votre sécurité et autonomie financière. Grâce à l'expertise reconnue de Steve Farrell CPA et son équipe, vous pourrez bénéficier...”
In Business Since 2015
307 Bd Saint-Luc, Saint-Jean-sur-Richelieu, QC J2W 2C5
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

Planification Pour Entreprises, Tarification, Planification Financière
“Mathieu Marcil compte plus de 12 années d'expérience en planification financière au sein d'une grande institution financière canadienne, dont 7 à titre de directeur. Il pratique maintenant de manière indépendante. Il est titulaire d'un baccalauréat d...”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Courtage Conseil Birar

Courtage Conseil Birar

Services Aux Particuliers, Services Aux Entreprises
“FINANCES PERSONNELLES ÉCONOMIE ET MARCHÉS FINANCIERS / IA Cette semaine : la Banque du Canada a (fort probablement) enfin terminé l'un des plus rapides cycles de resserrement de politique monétaire de son histoire. Consultez la vidéo en ligne Source ...”
In Business Since 1999
3755 Pl. de Java, Brossard, QC J4Y 0E4
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Services Financiers Eric F. Gosselin

Services Financiers Eric F. Gosselin

Demande D’accès à Peak en Ligne, Demande de Renseignement, Changement D’information Bancaire
“C'est avec plaisir que nous vous offrons ce site de planification financière personnelle. Plus qu'une simple brochure électronique, il se veut un outil d'information, de communication, d'exploration de ce monde vaste et complexe, et votre guichet aut...”
In Business Since 2000
1650 Chem. de Saint-Jean, La Prairie, QC J5R 0J1
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Le Groupe Green

Le Groupe Green

(1)
Wealth Preservation & Accumulation, Personal Advisory Services, Employee Benefit Planning
“Ask for Warren Lee and he will help you with your financial and investment situation.”
In Business Since 1999
Family Business
Serving Chambly Area
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Zen Valuations

Zen Valuations

(4)
“The report they provided was well researched and professionally presented.”
In Business Since 2020
Offers Financing Options
Serving Chambly Area
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Taco Finance

Taco Finance

(2)
  • Reality
  • Caregivers
  • Knowledge
“Really takes the time to understand your financial needs and deliver various alternatives and ressources to help you strive towards your goals.”
In Business Since 2020
Emergency Services
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
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ASD Group

ASD Group

(2)
“They helped us throughout the process of VAT services compliance in Europe, I highly recommend ASD Group.”
In Business Since 2004
1455 Rue Drummond Bureau 2B, Montréal, QC H3G 1W3
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Groupe d'Analyse

Groupe d'Analyse

(1)
“Great firm”
In Business Since 2009
Deloitte Tower, 1190 Av. des Canadiens-de-Montréal Suite 1500, Montreal, Quebec H3B 0G7
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Groupe Financier Trihey

Groupe Financier Trihey

(1)
“Best advice experience I ever had”
In Business Since 1999
1010 Sherbrooke St W #1615, Montreal, Quebec H3A 2R7
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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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