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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)

Estate and Insurance Planning, Tax Planning, Corporate 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.”

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Tulett Matthews & Assoc

(2)

Knowledge

“I have been a client for a number of years and for good reason: impartial advice, in depth knowledge and outstanding client service that goes well beyond simple investment.”

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Sekure Payment Experts

(44)

“We are a small non-profit organization, and we recently switched merchant processors and servicers and Neville has helped me with all the snags that have happened along the way.”

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Olivier Truchon Conseiller en Sécurité Financière

(50)

Merger
Insurance
Honest

“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.”

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Financière AT - Gestion de Patrimoine

(45)

Planification de la Retraite, Placements, Planification Fiscale

“We were very impressed with the personalized professional service and advice given to us by Financiere AT, and how you have tailored this specifically to suit our situation and future needs.”

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Everest Financial Services

(48)

Insurance
Expertise
Confident

“We talked in length of my needs for the next 5 years, I am coming up on retirement and I was feeling skeptical about being able to maintain my lifestyle once I hit the big six five.”

Featured

So, your older brother, Mr. Moneybags, paid off his student loans five years ago and always splurges on the fanciest presents. But hey, if you're not rolling in dough like him, no need to keep up. And if you're worried whether your peeps will dig your budget-friendly gifts, just think back to the treasures you got when they were pinchin' pennies. Let's face it, we'll all be better buds in the new year if we're not burying each other in debt this year. After all, who needs more "gifts" that collect dust and debt, right?

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Émergence Cabinet de Services Financiers Inc.

(48)

Pressure
Cover
Financial

“I'm not personally comfortable with investments and money in general, but my brother Keven took the time to explain and guide me through the different options available to me.”

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Elan Accounting Services

(37)

Payroll Services, Uber & Taxi Driver Income Tax Return, Gst/Qst Services

“A very organized, detailed and responsive collection, I am happy to meet you and for three years I have been introducing and recommending you to everyone with ease and pride.”

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Rothenberg Wealth Management

(47)

Happy
Telephone
Google Account

“I'm very satisfied with the services that I have received to date and will continue to recommend Rothenberg and Rothenberg and Miss Patel to both to family and friends.”

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SV Taxes and Accounting

(45)

Accountant
Personal Financial
Benefits

“We've been using SV T&A services since 2013 for personal income tax filling, as well as for more complex questions, such as cross-border personal income tax and pension income.”

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Assuruni

(44)

Home Insurance
Couple
Money

“I am very grateful to my insurance advisor "Evan Paniconi" who is a super efficient and professional person, since he spared no effort to help me get the best insurance for my car and for my budget.”

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Pauls & Associates

(44)

Price
Family
Future

“This firm has been handling my tax matters for the past 5 years and service has always been professional, timely and they always accommodated any special scheduling needs of mine.”

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Annie Pelletier | Assurances et Investissements

(50)

Labor
Myriad
Concept

“She also manages the Facebook page “Financially Smart Parents” and is able to simplify financial concepts and explain the different advantages/disadvantages of each subject she addresses.”

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Groupe Natale

(27)

Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients

“Have been a client of Groupe Natale for many years now and benefited greatly from the professional and high quality service and advice provided.”

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Services Financiers Ton Courtier

(45)

Efficient
Understanding
Information

“She was very nice and understanding, she would take the time to explain to me some things more in depth and actually seemed like she wanted to help me!”

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Services Financiers Avie Financial Services

(44)

Work
House
Heart

“Alena, I want to express our gratitude to you for your professionalism and personal approach to our file, in finding the best conditions in the bank and completing documents in a short time.”

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TÙS Gestion de Patrimoine

(33)

Monetary Investment
Wallet
Adaptive Expertise

“A young advisor in his business, dynamic, competent, transparent at the same time as being an excellent teacher, it is completely obvious for me to recommend his services.”

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Reei.ca

(32)

Patient
Trust
Disabled

“Very good service, the super friendly representative who was able to answer all our questions.”

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Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)

Assurances de Personnes, Planification de Retraite, Planification Financière

“I am more than satisfied with the results, he supported me in developing a solid plan to achieve financial independence much sooner than I would have thought possible.”

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Rivard

(37)

Strategy
Monetary Investment
Service

“After several years of investing with a virtual bank with reduced management fees, I was disillusioned by the impersonal, difficult to access and "one size fits all" customer service!”

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Montreal Financial

(36)

Business Tax
Couple
Personal Tax

“Having very recently moved to Quebec and starting up my own consulting/freelancing business, I was completely overwhelmed in trying to understand this provinces corporate taxes as well as sales taxes to charge my clients.”

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AEC Financial Group - National Bank Financial

(21)

Professional
Team
Finances

“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!”

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Veltista Financial Services

(19)

Questions
Professional
Patient

“He was very attentive and always made sure we understood the importance of insurance coverage and made us realize certain things we had never thought of before.”

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Lumos Services Financiers

(19)

Monetary Investment
Insurance

“I purchased my life insurance policy with Lumos in addition to letting them manage my personal investments and I am very satisfied with the results and the service provided, a modern and professional team.”

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Average Cost	$3677
Minimum cost	$1226
Maximum cost	$10417
Avg Per Hour Rates	$368

Best Financial Advisors in Dollard-des-Ormeaux, QC

The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the Dollard-des-Ormeaux area.

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Tulett Matthews & Assoc

Sekure Payment Experts

Olivier Truchon Conseiller en Sécurité Financière

Financière AT - Gestion de Patrimoine

Everest Financial Services

Émergence Cabinet de Services Financiers Inc.

Elan Accounting Services

Rothenberg Wealth Management

SV Taxes and Accounting

Assuruni

Pauls & Associates

Annie Pelletier | Assurances et Investissements

Groupe Natale

Services Financiers Ton Courtier

Services Financiers Avie Financial Services

TÙS Gestion de Patrimoine

Reei.ca

Planificateur Financier Indépendant | Marc-Olivier Desmarais

Rivard

Montreal Financial

AEC Financial Group - National Bank Financial

Veltista Financial Services

Lumos Services Financiers

Retirement Planning and Investment Management Services in Dollard-des-Ormeaux, QC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Dollard-des-Ormeaux

Popular in Dollard-des-Ormeaux