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.

Services Financiers Avie

Services Financiers Avie

(14)
  • 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.”
In Business Since 2006
1080 Côte du Beaver Hall #002, Montréal, QC H2Z 1S8
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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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Diane Alarie

Diane Alarie

Services, Financement, Assurances
“Notre mission consiste à mettre en œuvre nos compétences, nos connaissances et un réseau de professionnels à votre service pour vous permettre d'atteindre vos objectifs financiers.”
In Business Since 2016
Serving Cote-Saint-Luc Area
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Marc Levesque Solution Financiere

Marc Levesque Solution Financiere

Assurances, Services Aux Entreprises, Placements
“Si vous approchez l'âge de la retraite, il se peut que vous soyez quelque peu préoccupé par certaines questions reliées à votre situation financière lorsque vous amorcerez cette étape importante dans votre vie. En tant qu'experts en gestion financièr...”
In Business Since 2020
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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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(6)
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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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
10-, 474 McGill St, Montreal, Quebec H2Y 2H2
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Elan Accounting Services

Elan Accounting Services

(29)
Income Tax Return, Tax Planning, Uber & Taxi Driver 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.”
In Business Since 2019
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

Sekure Payment Experts

(27)
  • Merchant Services
  • Fees
  • Company
“I was truly upset and ready to just throw in the towel however, after working with her and seeing her responsiveness, her patience and her ability to work with me on behalf of my employer persuaded me to re think my concerns and stay with Sekure Mer...”
In Business Since 2012
Remote Consultations Available
Transparent Fees & Pricing
3 Place Ville Marie #200, Montréal, QC H3B 2E3
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Everest Financial Services

Everest Financial Services

(28)
  • Knowledge
  • Pleasure
  • Family
“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.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • Team
  • Finances
  • 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!”
In Business Since 2012
Transparent Fees & Pricing
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Groupe Natale

Groupe Natale

(16)
Services For Corporations, Entrepreneurs and Affluent Clients, Individual & Family
“I could not get the information I was looking for when I was calling the other insurance providers.”
In Business Since 2018
Free Initial Consultation
3055 Boulevard Saint-Martin O suite 620, Laval, Quebec H7T 0J3
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Moon Tax Services

Moon Tax Services

(29)
  • The Moon
  • Family
  • Accountant
“My tax filings for the last 4 years had many issues and tax consultants whom I previously consulted didn't have the knowledge to file taxes for a resident in Ontario working for a Quebec company so I had to end up paying more.”
In Business Since 2022
Free Initial Consultation
740 Mnt Montrougeau, Laval, QC H7P 5K4
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Lawadvisors

Lawadvisors

(12)
Life Insurance
“When I was searching for information on life insurance for my mother I didn't have to wait long as Norman called me right away to give me detailed information I was needing.”
In Business Since 2017
Free Initial Consultation
Licensed
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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SV Taxes and Accounting

SV Taxes and Accounting

(17)
  • Income Tax
  • Questions
  • Advice
“She always works in the best interests of her clients, always on time with the reminders and government updates and she never delays with the feedback to whatever requests you might have.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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3D Financial

3D Financial

(8)
Financial Planning, Insurance, Wealth Management
“They initially helped me organize my finances and built a plan for me to be able to comfortably purchase my first revenue property, which I purchased a little over a year and a half ago.”
In Business Since 2019
Free Initial Consultation
3080 Boul. le Carrefour Suite 500, Laval, Quebec H7T 2R5
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Melkonian Finance

Melkonian Finance

(10)
Specific Purchases, Review Mortgage, Debt Management
“As a business owner, my income can sometimes fluctuate so planning for the future is even more important - Alex and his team have done a fantastic job of making sure I am set to reach my goals.”
In Business Since 2015
7575 Trans Canada Route Suite 555, Saint-Laurent, Quebec H4T 1V6
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Montreal

Montreal

(6)
Professional Services, Bookkeeping Services, Personal Tax Planning Services
“We have been working with Ian for several years and he is the corner stone of our business and indispensable to our personal finances.”
In Business Since 2012
Free Initial Consultation
Serving Cote-Saint-Luc Area
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Les Services Financiers Dupont

Les Services Financiers Dupont

Investments Strategies, Tax-Efficient Strategies, Retirement Planning
“*Felix Dupont is attached to PEAK Investment Services Inc. PEAK Investment Services Inc. is a mutual fund dealer that is registered with the Autorité de marchés financiers du Québec and the Mutual FundDealers Association of Canada. PEAK Investment Se...”
In Business Since 2021
Emergency Services
40 Pl. Caledonie, Candiac, QC J5R 4G8
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The Financial Independence Club

The Financial Independence Club

(9)
Tax Planning, Wealth Management, Mortgages
“Haven't submit my Tax for last 2 years since my previous accountant really messed it up and I ended owing Gov alot, After much hesitant reached out to Rene on Social Media, He seems very efficient, went trough my documents carefully and made my submi...”
In Business Since 2015
2572 Bd Daniel-Johnson 2nd Floor, Laval, QC H7T 2R3
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Sohon Assurances et Services Financiers

Sohon Assurances et Services Financiers

(13)
  • Women
“Since I started working with Lin I learned so much about financial investing and the tools that are available for every individual investor in the world of insurance , estate planning , mortgages , and the financial world .”
In Business Since 2019
1111 Bd Dr.-Frederik-Philips suite 600, Saint-Laurent, Quebec H4M 2X6
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Chowdhury Aktar & Associates

Chowdhury Aktar & Associates

(9)
“Very professional and friendly.”
In Business Since 2019
Free Initial Consultation
3700 Rue Griffith #116, Saint-Laurent, QC H4T 2B3
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Valeurs Mobilières Whitehaven

Valeurs Mobilières Whitehaven

(4)
“Great broker, exclusive exempt market opportunities.”
In Business Since 2013
Coupons & Offers
Offers Financing Options
1595 Bd Daniel-Johnson #300, Laval, Quebec H7V 4C2
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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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