View Profile
Diane Alarie
Services, Financement, Assurances
“Diane is very present to answer questions, she takes the time to explain well and her good humor is contagious!”
Best Financial Advisors in Cote-Saint-Luc, QC
The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Cote-Saint-Luc area.
View Profile
Services Financiers Marcoux
“Le stockage ou l'accès technique qui est utilisé exclusivement à des fins statistiques. Le stockage ou l'accès technique qui est utilisé exclusivement dans des finalités statistiques anonymes. En l'absence d'une assignation à comparaître, d'une confo...”
View Profile
Marc Levesque Solution Financiere
“Le stockage ou l'accès technique qui est utilisé exclusivement à des fins statistiques. Le stockage ou l'accès technique qui est utilisé exclusivement dans des finalités statistiques anonymes. En l'absence d'une assignation à comparaître, d'une confo...”
View Profile
Services Financiers d'Intino De Sève Inc.
“I will work closely with you to fully understand your specific situation and goals. Based on your needs, I will help you make informed financial choices to build your savings protect what you save against unexpected events while preparing you for the...”
View Profile
Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
Investment 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.”
View Profile
Tulett Matthews & Assoc
- 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.”
View Profile
Sekure Payment Experts
“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.”
View Profile
Olivier Truchon Conseiller en Sécurité Financière
- Service
- 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.”
View Profile
Stratéginc Groupe Financier
- Meeting
- Professionalism
- Service
“He was able to adapt the strategies proposed according to the evolution of our needs and the explanations of the different options are clear, which allows us to make informed choices.”
View Profile
Financière AT - Gestion de Patrimoine
Gestion de Patrimoine, Planification Successorale, Assurances
“I've got a privilege to meet Mr Andre Tcholakian, 3 years ago and I'm proud of his amazing work and dedication as my financial advisor and for my family as well, very professional and competent a great human being.”
View Profile
Everest Financial Services
- Confident
- Plan
- Family
“I highly recommend Steven and Everest Financial Services to anyone looking for a trusted financial advisor who genuinely cares about their clients' success.”
View Profile
Émergence Cabinet de Services Financiers Inc.
- Professionalism
- Explanation
- Sympathetic
“He is a responsible and professional agent who was able to, in a few words, give me the information relevant to my achievements, but also provide me with answers to questions and an understanding of the financial uncertainty that we are currently exp...”
View Profile
SV Taxes and Accounting
- Benefits
- Government
- Questions
“In addition, the owner of SV Taxes and Accounting provides updates to the clients throughout the year on all latest development in tax and other laws, allowing to take advantage of any new benefits offered by the federal and provincial governments.”
View Profile
Rothenberg Wealth Management
- Google Account
- Needs
- Portfolio
“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.”
View Profile
Elan Accounting Services
Income Tax Return, 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.”
View Profile
Pauls & Associates
- Future
- Review
- Questions
“As a newcomer to Canada, my first tax return seemed daunting but with Pauls and Associates guidance and patience my return was submitted effortlessly on my part.”
View Profile
Assuruni
- Money
- Budget
- Service
“What an amazing service by my broker Aiman Allameddine, after having a water damage at my house last Friday due to the severe weather and after the insurance sent the crew to take care of the problem which never happened, Saturday after noon the wate...”
View Profile
Annie Pelletier | Assurances et Investissements
- Concept
- Knowledge
- Finance
“I appreciated the flexibility of the meeting times, the attention to detail and the in-depth knowledge that Annie had regarding the subject of insurance.”
View Profile
Groupe Natale
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“Adequate advice, follow-up on investments therefore, exceptional support.”
View Profile
Services Financiers Ton Courtier
- Information
- Bon
- Attention
“I found really hard to find a valuable support when you are searching for a life insurance, buy lucky me, Augusto Pascuas was very understanding during the whole process, questions were answered, and the most important, he worked at our own rhythm.”
View Profile
Services Financiers Avie Financial Services
- Mortgage
- Questions
- Professionalism
“I want to encourage everyone who want to buy a house to contact Aliona Cozari , as she would be able to answer all your questions and advise what are the steps that have to be taken to be able to have your dream house.”
View Profile
Lacasse Financial Services
- Questions
- Monetary Investment
- Trust
“I am quite familiar with how the TFSA works but I liked the fact that it can be transferred to the surviving spouse without affecting their maximum allowed and still with tax-free returns.”
View Profile
TÙS Gestion de Patrimoine
- Adaptive Expertise
- Patient
- Service
“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.”
View Profile
Reei.ca
- Disabled
- Patience
- Service
“Great service thank you very much”
Retirement Planning and Investment Management Services in Cote-Saint-Luc, QC Cost Estimates
Minimum cost
$1217
Maximum cost
$10339
National Average
$3649
Avg Per Hour Rates
$365
$2433
$6690
Fair price range is based on
420 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
