“Frédéric listens and understands our needs very well.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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!”
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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.”
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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.”
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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.”
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.”
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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.”
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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.”
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Retirement Planning and Investment Management Services in Chateauguay, QC Cost Estimates