Olivier Truchon Conseiller en Sécurité Financière
“Olivier is very attentive and knowledgeable.”
Best Financial Advisors near Côte-Saint-Luc, QC
These firms serve Côte-Saint-Luc from nearby bases in towns including Laval, Montreal and Saint-Léonard.
15 firms listed · 5 open weekends · all 15 rated 4.5+
Data verified October 18, 2026
Financière AT - Gestion de Patrimoine
“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.”
Everest Financial Services
“I've been with Steve for almost 15 years, he is the best of the best!”
Émergence Cabinet de Services Financiers Inc.
“He is precise in his answers and popularizes terms that are more complicated for people who are not familiar with insurance.”
Rothenberg Wealth Management
“She has provided me with excellent service.”
Pauls & Associates
“I've been a customer of Pauls and Associates for years and I highly recommend it!”
The 15 firms listed for Côte-Saint-Luc, 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: Côte-Saint-Luc, QC
The 15 firms on this page are rated from 4.6 to 5.0 across 1,265 reviews; 9 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (55%) and quality (46%). The topics that come up most in reviews of the firms on this page are "patient", "trust" and "knowledge". 5 are open on Saturdays and 3 on Sundays. 3 have ten or more years of experience, the longest 18 years. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 14 list a public email and 6 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Côte-Saint-Luc take financial planning bookings online?
6 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Groupe Natale
“They have provided exceptional service in making the implementation of our group insurance plan as effortless as possible.”
Services Financiers Ton Courtier
“I m glad i decided to take this option awesome service and i was able to clarify all my doubts.”
Services Financiers Avie Financial Services
“Cozari took care of everything remotely and responded quickly to my questions.”
TÙS Gestion de Patrimoine
“Super good service, nothing to complain about!”
Reei.ca
“Thank you for your professional work.”
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Planificateur Financier Indépendant | Marc-Olivier Desmarais
“Very good service, takes the time to explain”
AEC Financial Group - National Bank Financial
“They are always contactable, courteous and helpful and they are so easy to recommend to others.”
Veltista Financial Services
“Evangelos explained everything very well and took his time and answered every question we had.”
Lumos Services Financiers
“Very good service and efficient team!”
Why these companies made our list
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