The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Cote-Saint-Luc area.
Learn how we score.
Prominent finalists A-Z in Cote-Saint-Luc
Annie Pelletier | Assurances et investissements
Assurances & Produits
Conseil Kad-Kad Consultancy
Diane Alarie
Dimitri Lappos – Wealth Management
Elan Accounting Services
Everest Financial Services
Financière AT – Gestion de Patrimoine
Gestion Privée Éric Roberge
Marc Levesque Solution Financiere
Moon Tax Services
Myriad Private Wealth With Ia Private Wealth – Joseph Alfie
Olivier Truchon Conseiller en Sécurité Financière
Pauls & Associates
REEI.ca
Rothenberg Wealth Management
SV Taxes and Accounting
Sekure Payment Experts
Services Financiers Avie
Services Financiers d’Intino De Sève Inc.
Stratéginc Groupe Financier
The St-Georges Group
Tulett Matthews & Assoc
Émergence Cabinet de Services Financiers Inc.
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Diane Alarie
(3)
Services, Financement, Assurances
“Diane is very present to answer questions, she takes the time to explain well and her good humor is contagious!”
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Assurances & Produits
“Fondée en novembre 2013 par Bernard Varennes et Robert Laquerre, Gestion Laquerre et Varennes offre à sa clientèle plus de 44 ans des services auprès des entrepreneurs et des familles de la région. La planification financière est au cœur de toutes le...”
i
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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...”
“Je n'arrête pas de penser à notre dernière discussion. Tu m'as fait réfléchir! Merci de nous faire rêver. Dre Lucie Boivin, optométriste - Les services action vision inc.”
i
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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...”
i
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Pauls & Associates
(44)
Family
Questions
Team
“Paul is a very courteous and professional CPA, he takes the time to understand the needs of the client and provides efficient and professional quality service.”
i
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Conseil Kad-Kad Consultancy
(9)
Financial Accounting and Management, Tax Management Services, Payroll Management Services
“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.”
i
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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.”
i
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
“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.”
i
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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.”
i
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Tulett Matthews & Assoc
(1)
“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.”
i
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Elan Accounting Services
(49)
Income Tax Return, Tax Planning, Uber & Taxi Driver Income Tax Return
“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.”
i
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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.”
i
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Olivier Truchon Conseiller en Sécurité Financière
(48)
Service
Patient
Insurance
“Always exemplary service year after year”
i
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Émergence Cabinet de Services Financiers Inc.
(46)
Professionalism
Cover
“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...”
i
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Rothenberg Wealth Management
(47)
Questions
Telephone
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.”
i
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Financière AT - Gestion de Patrimoine
(39)
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.”
i
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Everest Financial Services
(42)
Plan
Family
Goals
“To be able to seek out and train new advisors is a special skill that speaks to Steven's extensive level of knowledge in finance and I have witnessed first hand how that confidence is transferred to his client relationships.”
i
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Moon Tax Services
(50)
The Moon
Labor
Accountant
“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.”
i
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Services Financiers Avie Financial Services
(40)
Mortgage
Professionalism
House
“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.”
i
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Annie Pelletier | Assurances et Investissements
(50)
Finance
Facebook
Stars
“Being a fervent fan of beer and seeing that the majority of my budget was spent on it, Annie simply advised me to stick to Coors Light for a while since it is cheaper”
i
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Reei.ca
(39)
Sympathetic
Patience
Service
“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.”
i
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Stratéginc Groupe Financier
(38)
Service
Popular Science
Strategy
“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.”
i
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SV Taxes and Accounting
(37)
Questions
Government
Company
“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.”
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Retirement Planning and Investment Management Services in Cote-Saint-Luc, QC Cost Estimates