Best Financial Advisors in Chateauguay, QC

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

Frédéric Thériault - Planificateur Financier

Frédéric Thériault - Planificateur Financier

(3)
“Frédéric listens and understands our needs very well.”
In Business Since 2017
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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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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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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Tulett Matthews & Assoc

Tulett Matthews & Assoc

(2)
  • Knowledge
“They always treat us like family and take the time to answer our questions, walk us through the projections, and help us to better understand where we are and what we need to do to reach our goals as a family.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
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Sekure Payment Experts

Sekure Payment Experts

(44)
“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

(50)
  • Merger
  • Honest
  • Patient
“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
Planification de la Retraite, Planification Successorale, Planification Fiscale
“We were very impressed with the personalized professional service and advice given to us by Financiere AT, and how you have tailored this specifically to suit our situation and future needs.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
  • Pressure
  • Explanation
  • Financial
“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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Everest Financial Services

Everest Financial Services

(48)
  • Plan
  • Expertise
  • Insurance
“I highly recommend Steven and Everest Financial Services to anyone looking for a trusted financial advisor who genuinely cares about their clients' success.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Government
  • Personal Financial
  • Accountant
“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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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Needs
  • Telephone
  • Happy
“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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Elan Accounting Services

Elan Accounting Services

(37)
Payroll Services, Gst/Qst Services, Accounting and Bookkeeping
“Working with Elan Accounting Services Inc was not only hassle-free, but it also provided me with peace of mind knowing that my financial matters were being handled by true professionals.”
In Business Since 2019
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Assuruni

Assuruni

(44)
  • Budget
  • Couple
  • Home Insurance
“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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Pauls & Associates

Pauls & Associates

(44)
  • Review
  • Family
  • Price
“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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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 Ton Courtier

Services Financiers Ton Courtier

(45)
  • Bon
  • Understanding
  • Efficient
“She was very nice and understanding, she would take the time to explain to me some things more in depth and actually seemed like she wanted to help me!”
In Business Since 2013
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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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • Work
  • Questions
  • Heart
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Patient
  • Wallet
  • Monetary Investment
“His knowledge and curiosity are unrivaled in his field and he managed to communicate to me in great detail my investment options for a healthy financial future.”
In Business Since 2021
Serving Chateauguay Area
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Reei.ca

Reei.ca

(32)
  • Patience
  • Trust
  • Patient
“A1 services, great on all points!”
In Business Since 2008
4 Pl. Ville-Marie #300, Montréal, QC H3B
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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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Montreal Financial

Montreal Financial

(36)
  • Incorporation
  • Couple
  • Business Tax
“She advises clients on best practices in order to make your book keeping and accounting easier, as well as delivering consistently good advice that allows you more time to focus on your business.”
Licensed
4615 Marcil Ave, Montreal, Quebec H4A 3A2
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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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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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