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.

Diane Alarie

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!”
In Business Since 2016
Serving Cote-Saint-Luc Area
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Assurances & Produits

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...”
In Business Since 2018
406 Chem. de la Grande-Côte, Boisbriand, QC J7G 1B1
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Marc Levesque Solution Financiere

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...”
20865 Chem. de la Côte N, Blainville, QC J7E 4H5
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Gestion Privée Éric Roberge

Gestion Privée Éric Roberge

Maximisez Votre Patrimoine, Philanthropie, Vendez Votre Entreprise
“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.”
In Business Since 2015
Serving Cote-Saint-Luc Area
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Services Financiers d'Intino De Sève Inc.

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...”
In Business Since 2018
Serving Cote-Saint-Luc Area
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Pauls & Associates

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.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Conseil Kad-Kad Consultancy

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.”
In Business Since 2017
Remote Consultations Available
Transparent Fees & Pricing
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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Dimitri Lappos - Wealth Management

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.”
Licensed
Serving Cote-Saint-Luc Area
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
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.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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The St-Georges Group

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.”
Serving Cote-Saint-Luc Area
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Elan Accounting Services

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.”
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

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.”
In Business Since 2012
Remote Consultations Available
Transparent Fees & Pricing
3 Place Ville Marie #200, Montréal, QC H3B
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(48)
  • Service
  • Patient
  • Insurance
“Always exemplary service year after year”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Émergence Cabinet de Services Financiers Inc.

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...”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Rothenberg Wealth Management

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.”
Transparent Fees & Pricing
Serving Cote-Saint-Luc Area
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Financière AT - Gestion de Patrimoine

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.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

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.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Moon Tax Services

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.”
In Business Since 1997
740 Mnt Montrougeau, Laval, QC H7P 5K4
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Services Financiers Avie Financial Services

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.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
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Annie Pelletier | Assurances et Investissements

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”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Reei.ca

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.”
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Stratéginc Groupe Financier

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.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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SV Taxes and Accounting

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.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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TÙS Gestion de Patrimoine

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.”
In Business Since 2021
Serving Cote-Saint-Luc Area
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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
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Average Cost $3649
Minimum cost $1217
Maximum cost $10339
Avg Per Hour Rates $365

Fair range $2433 to $6690 is based on 420 cost profiles.

Why these companies made our list

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