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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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Frédéric Thériault - Planificateur Financier

(3)

“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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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.”

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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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Dimitri Lappos - Wealth Management

(12)

Financial

“I've been working with Dimitri for a couple of years now and he always has a smile on his face, takes the time to be sure I understand the complexities of the market, and has helped me at arrive at the place I want to be, portfolio wise.”

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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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The St-Georges Group

(7)

Team

“Darren goes above and beyond to take the time to explain my options, ensuring that I have a very good understanding of each, so that I can make the best decision that fits my short and long term goals.”

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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.”

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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.”

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Olivier Truchon Conseiller en Sécurité Financière

(48)

Patient
Service
Insurance

“Very satisfied very professional as well as helpful 👍 …”

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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.”

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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.”

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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.”

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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.”

Featured

Take a break from using your credit card and give your budget a boost by only spending what you can afford from your bank account. Use this opportunity to create or refine your budget and determine how much you can realistically spend. The money you can allocate to gifts is money that is not already earmarked for bills. If you want to have extra funds for gifts, you can reallocate money from other areas, such as your daily coffee, as long as you are using cash and not credit. Just make sure you are not sacrificing essential expenses like rent. This approach will help you manage your holiday spending without relying on credit.

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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 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.”

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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.”

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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.”

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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.”

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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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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.”

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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.”

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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!”

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Average Cost	$3674
Minimum cost	$1225
Maximum cost	$10409
Avg Per Hour Rates	$368

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

Frédéric Thériault - Planificateur Financier

Tonparty.com

Pauls & Associates

Conseil Kad-Kad Consultancy

Dimitri Lappos - Wealth Management

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

The St-Georges Group

Elan Accounting Services

Sekure Payment Experts

Olivier Truchon Conseiller en Sécurité Financière

Émergence Cabinet de Services Financiers Inc.

Rothenberg Wealth Management

Financière AT - Gestion de Patrimoine

Everest Financial Services

Moon Tax Services

Services Financiers Avie Financial Services

Reei.ca

SV Taxes and Accounting

TÙS Gestion de Patrimoine

Groupe Natale

Assuruni

Planificateur Financier Indépendant | Marc-Olivier Desmarais

AEC Financial Group - National Bank Financial

Retirement Planning and Investment Management Services in Chateauguay, QC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Chateauguay

Popular in Chateauguay