Best Financial Advisors in Chateauguay, QC

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Chateauguay area.

Services Financiers Beaulieu et Associés

Services Financiers Beaulieu et Associés

(1)
Régime Collectif D’épargne Retraite (Rver), Assurances, Épargne et Placements
“We are here to support you throughout the stages of your life.”
101 Boulevard Saint Jean Baptiste, Châteauguay, Quebec J6J 3H9
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Frédéric Thériault - Planificateur Financier

Frédéric Thériault - Planificateur Financier

(3)
“Frédéric listens and understands our needs very well.”
144 Boulevard Saint Jean Baptiste #1, Châteauguay, Quebec J6K 3B2
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Tonparty.com

Tonparty.com

(2)
“He took the time weeks before the event to get to know us well, learn our musical tastes and the atmosphere we were looking for.”
In Business Since 2007
2465 Bd Ford, Châteauguay, QC J6J 1W5
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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(9)
Business Management Tools, Tax Management Services, Financial Accounting and Management
“Wow KAD consultancy is an awesome place to do all ur taxes, accounting, payroll n all kinds of administrative work n also all areas of consultancy a business is required to be successful.”
Remote Consultations Available
In Business Since 2017
Transparent Fees & Pricing
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Estate and Insurance Planning, Corporate Planning, Retirement 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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Elan Accounting Services

Elan Accounting Services

(49)
Non-Residence Filing, Tax Planning, Income Tax Return
“I have worked with Elan Accounting from my first time filing tax until now and they have proved to be professional,on-time and reliable in every aspect.”
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

Sekure Payment Experts

(46)
“As always we are very pleased with the help ,support and knowledge that is show from Secure Merchant Solutions and our account representative Virgilio Rizzo.”
Remote Consultations Available
In Business Since 2012
Transparent Fees & Pricing
3 Place Ville Marie #200, Montréal, QC H3B
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(48)
  • Patient
  • Service
  • Insurance
“Very satisfied very professional as well as helpful 👍 …”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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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)
  • Telephone
  • Knowledge
  • Team
“My mother Paula has been a loyal client for over 15 years, and I continue to be impressed with Tina Patel and the team at Rothenberg Wealth Management.”
Transparent Fees & Pricing
Serving Chateauguay Area
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Pauls & Associates

Pauls & Associates

(44)
  • Family
  • Price
  • Team
“I needed to file my tax returns and they were so incredibly helpful every step of the way - they made the process extremely easy for me, and were complete professionals.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(39)
Planification de la Retraite, Planification Successorale, Planification Fiscale
“André is interested in your financial situation, understands it very well and does everything possible to suggest an investment profile that meets your expectations and your risk tolerance.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(42)
  • Plan
  • Team
  • Goals
“We talked in length of my needs for the next 5 years, I am coming up on retirement and I was feeling skeptical about being able to maintain my lifestyle once I hit the big six five.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Moon Tax Services

Moon Tax Services

(50)
  • Labor
  • Communication
  • Understand
“One of the best experience I had with an accoutant in a very long time, has excellent knowledge of not only taxes filed withen Canada but overseas as well.”
In Business Since 1997
740 Mnt Montrougeau, Laval, QC H7P 5K4
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(40)
  • Questions
  • Professionalism
  • Mortgage
“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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Reei.ca

Reei.ca

(39)
  • Patience
  • Disabled
  • Merger
“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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SV Taxes and Accounting

SV Taxes and Accounting

(37)
  • Accountant
  • Government
  • Advice
“We've been using SV T&A services since 2013 for personal income tax filling, as well as for more complex questions, such as cross-border personal income tax and pension income.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
Solutions Financières, Solutions D'assurances
“Enrique is a friend above all and behind this friendship is a hard-working, professional and above all integrated man in the work he does and in everyday life.”
In Business Since 2021
Serving Chateauguay Area
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Groupe Natale

Groupe Natale

(27)
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“I appreciate their reliable and knowledgeable handling of all my financial needs.”
In Business Since 2018
Free Initial Consultation
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Assuruni

Assuruni

(29)
  • Service
  • Price
  • Professional
“I am very grateful to my insurance advisor "Evan Paniconi" who is a super efficient and professional person, since he spared no effort to help me get the best insurance for my car and for my budget.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
Assurances de Personnes, Gestion de Portefeuille, Planification Financière
“I am more than satisfied with the results, he supported me in developing a solid plan to achieve financial independence much sooner than I would have thought possible.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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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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Retirement Planning and Investment Management Services in Chateauguay, QC Cost Estimates

Minimum cost
$1225
Maximum cost
$10409
National Average
$3674
Avg Per Hour Rates
$368
$2449
$6735
Typical price range is based on 260 cost profiles
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Average Cost $3674
Minimum cost $1225
Maximum cost $10409
Avg Per Hour Rates $368

Typical range $2449 to $6735 is based on 260 cost profiles.

Why these companies made our list

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