Frédéric Thériault - Planificateur Financier
“He provides solutions to every problem, gives us sound advice and all that with simplicity.”
Best Financial Advisors near Châteauguay, QC
2 of these firms are based in Châteauguay; the others serve Châteauguay from towns including Montreal (21 km), Pointe-Claire (9 km) and Laval (23 km).
1 open 24/7 · 4 open weekends · all 15 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
Services Financiers Beaulieu et Associés
Financière AT - Gestion de Patrimoine
“He has been constantly working with me on my portfolios with regular changes based on the market fluctuations in perfect alignment with my risk tolerance.”
Everest Financial Services
“Steven was extremely friendly and professional and always followed up with us in a timely manner.”
Rothenberg Wealth Management
“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.”
Pauls & Associates
“My experience was great, one the finest service by Ruhin, it was my second year to file my taxes and they are pretty quick, and guide you through the process.”
The 15 firms listed for Châteauguay, 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: Châteauguay, QC
The 15 firms on this page are rated from 4.6 to 5.0 across 1,067 reviews; 7 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (71%) and quality (62%). The topics that come up most in reviews of the firms on this page are "knowledge" and "trust". 1 is open around the clock; 4 are open on Saturdays and 3 on Sundays. 1 shows a licence on its website. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2008. 1 offers urgent consultations and 2 offer a free initial consultation. We have a website on file for all 15 of the firms on this page; 13 publish a contact page; 13 list a public email and 5 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.
Why are financial advisers outside Châteauguay listed here?
2 of the 15 firms are in Châteauguay itself. The rest come from other towns within 25 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Services Financiers Ton Courtier
“My wife had called to have a car policy and we had excellent help from Sandra Moreno, but I also wanted to add a room policy and the service I received was of high quality.”
Groupe Natale
“I have referred Gennaro Natale to several of my contacts and they have all expressed to me that his services and recommendations have benefited them.”
Services Financiers Avie Financial Services
“Aliona helped me get the best deal for my first and second mortgage.”
Reei.ca
“I had excellent financial advisory service with Mr.”
AEC Financial Group - National Bank Financial
“Knowledgeable and professional, they will make sure you're well advised and most importantly comfortable with their recommendations.”
Magnolia Gestion - Groupe Financier
“No matter the size of our financial portfolio, he knows what to offer us.”
Les Services Financiers Dupont
“He takes good care of his customers.”
Dimitri Lappos - Wealth Management
“As always, there are ebbs and flows in the markets, but I know my retirement funds are being managed professionally and competently.”
Liliana Danila - Financial Security Advisor Montreal
“Danila assisted me choosing the best suitable solution for my needs, giving me the best advice and counseling, ensuring that I clearly understand all terms and conditions that I was not familiar with.”
Why these companies made our list
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