Best Financial Advisors near Chambly, QC

1 of these firms is based in Chambly; the others serve Chambly from towns including Saint-Hubert (10 km), Brossard (13 km) and Saint-Bruno-de-Montarville (12 km).

1 open 24/7 · 2 open weekends · all 15 rated 4.5+

Data verified October 18, 2026

Services Financiers BMA

Services Financiers BMA

5.0 2 reviews
“Avec l'aide de BMA, nous avons définis des objectifs réalisables autant sur le plan personnel qu'en affaire.”
Since 2014
654 Av. de Salaberry
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Finexia

Finexia

5.0 84 reviews
“Very good service, listening to the customer.”
Virtual consultationsServes QuebecSince 2009
Saint-Jean-sur-Richelieu, QC · 13 km from Chambly
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

4.9 55 reviews
“Mylène really listens to my needs, answers my questions, making sure I understand well.”
Serves MontérégieSince 2019
Saint-hubert, QC · 10 km from Chambly
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Groupe Financier Strateginc

Groupe Financier Strateginc

5.0 112 reviews
“Sammy offers a personalized service, he listens and makes sure to follow up regularly in order to offer me the best possible financial strategy.”
Since 2009
Saint-Bruno-de-Montarville, QC · 12 km from Chambly
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

5.0 45 reviews
“He was able to respond to my specific request in a very detailed and professional manner.”
Since 2019
Saint-Bruno-de-Montarville, QC · 12 km from Chambly
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Reei.ca

Reei.ca

5.0 77 reviews
“In addition, he was courteous, professional and showed himself to be very available.”
Since 2008
Montreal, QC · 23 km from Chambly
i

The 15 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 15 firms on this page are rated from 4.9 to 5.0 across 2,164 reviews; 4 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (48%) and quality (36%). 1 is open around the clock and 2 are open on weekends. 6 have ten or more years of experience, the longest 19 years. 1 offers urgent consultations. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 14 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 15 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.

Lacasse Financial Services

Lacasse Financial Services

4.9 49 reviews
“A seasoned and generous professional, he was able to reassure my parents regarding their placement.”
Serves Greater Montreal, QuebecSince 2014
Saint-hubert, QC · 10 km from Chambly
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

5.0 42 reviews
“Very good service, very personalized and available.”
Since 2021
Saint-hubert, QC · 10 km from Chambly
i
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Jean-François Vinet, Pl. Fin. CIM | Gestion de Patrimoine Assante

Jean-François Vinet, Pl. Fin. CIM | Gestion de Patrimoine Assante

4.9 30 reviews
“We have been working with him since 2016 for all our investment and retirement planning, and he has more than surpassed our expectations.”
Serves QuébecSince 2024
Brossard, QC · 13 km from Chambly
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Services Financiers Conseils RM Inc

Services Financiers Conseils RM Inc

5.0 121 reviews
“Throughout these years, he was able to advise us professionally and always with the aim of meeting our needs.”
Saint-Jean-sur-Richelieu, QC · 13 km from Chambly
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Les Services Financiers Dupont

Les Services Financiers Dupont

5.0 4 reviews
“He takes good care of his customers.”
Open 24 hoursSince 2021
Saint-Lambert, QC · 19 km from Chambly
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Unia Finances Inc.

Unia Finances Inc.

5.0 17 reviews
“You will meet a team with not only unparalleled expertise in the field but with such a human approach.”
Since 2021
Brossard, QC · 13 km from Chambly
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Gestion Phocus

Gestion Phocus

5.0 1 review
Since 2007
La Prairie, QC · 17 km from Chambly
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Patrick Joseph Services Financiers

Patrick Joseph Services Financiers

5.0 4 reviews
“Professional to the core, he was able to answer my questions quickly so he knows his stuff.”
Virtual consultationsSpeaks FrenchSince 2021
Montreal, QC · 23 km from Chambly
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Socium Groupe Financier

Socium Groupe Financier

5.0 4 reviews
“I have entrusted my insurance and my personal and company investments to Éric Olivier and his team (Randa and Aida) for years.”
Brossard, QC · 13 km from Chambly
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Why these companies made our list

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