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Pauls & Associates

(44)

Price
Income Tax
Review

“I highly recommend their accounting services, I have been doing business with them for several years and I have managed to save a lot of time and money by entrusting them with my taxes.”

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Conseil Kad-Kad Consultancy

(9)

Business Management Tools, Payroll Management Services, Financial Accounting and Management

“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.”

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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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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.”

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Elan Accounting Services

(49)

Non-Residence Filing, Uber & Taxi Driver Income Tax Return, Income Tax Return

“It was my first experience colaborating with Elan accounting services and they helped me alot, however I had some confusion regarding filling and then sending my tax return forms.”

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Sekure Payment Experts

(46)

“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

(48)

Insurance
Service
Patient

“Excellent service, courteous and professional and passionate in his field he guided me and untangled me in my life insurance.”

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Émergence Cabinet de Services Financiers Inc.

(46)

Cover
Professionalism

“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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Rothenberg Wealth Management

(47)

Team
Knowledge
Questions

“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.”

i

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Financière AT - Gestion de Patrimoine

(39)

Planification de la Retraite, Placements, Planification Fiscale

“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.”

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Everest Financial Services

(42)

Team
Knowledge
Insurance

“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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Moon Tax Services

(50)

Understand
Communication
The Moon

“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.”

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Annie Pelletier | Assurances et Investissements

(50)

Labor
Trust
Service

“By taking the time to explain the different insurance policies to me, it gave me confidence and I am now reassured that my children will be safe no matter what might happen in the future.”

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Services Financiers Avie Financial Services

(40)

Questions
House
Mortgage

“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”

i

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Reei.ca

(39)

Merger
Disabled
Sympathetic

“We were supported, advised, reassured and accompanied with kindness and professionalism in this administrative maze which causes too many parents to abandon the steps (or never take them!”

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SV Taxes and Accounting

(37)

Accountant
Price
Advice

“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.”

i

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TÙS Gestion de Patrimoine

(32)

Solutions D'assurances, Solutions Financières

“Regardless of your initial knowledge in portfolio optimization, TÙS Gestion de Patrimoine will be able to serve you professionally by meeting your consumer needs.”

i

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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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Assuruni

(29)

Service
Home Insurance
Price

“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.”

i

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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

(36)

Monetary Investment
Service
Team

“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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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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Lawadvisors

(12)

Life Insurance

“I have been with Norman and Sheena for the last 20 years, so far they have done excellent work for me with quick response on all the questions I needed.”

i

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.

Pauls & Associates

Conseil Kad-Kad Consultancy

Dimitri Lappos - Wealth Management

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

The St-Georges Group

Elan Accounting Services

Sekure Payment Experts

Olivier Truchon Conseiller en Sécurité Financière

Émergence Cabinet de Services Financiers Inc.

Rothenberg Wealth Management

Financière AT - Gestion de Patrimoine

Everest Financial Services

Moon Tax Services

Annie Pelletier | Assurances et Investissements

Services Financiers Avie Financial Services

Reei.ca

SV Taxes and Accounting

TÙS Gestion de Patrimoine

Groupe Natale

Assuruni

Planificateur Financier Indépendant | Marc-Olivier Desmarais

Rivard

AEC Financial Group - National Bank Financial

Lawadvisors

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