View Profile

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.”

i

View Profile

Dimitri Lappos - Wealth Management

(14)

Market
Advisor
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.”

i

View Profile

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.”

i

View Profile

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.”

Featured

Ever found yourself caught in the trap of trying to keep up with the Joneses? The pressure to maintain a certain lifestyle, complete with flashy cars and enviable vacations, can be overwhelming. But what if I told you that chasing this illusion of wealth could be detrimental to your financial future? Darren St-George's article delves into the hidden pitfalls of this mindset, particularly from a wealth management perspective for physicians. From debt accumulation to neglecting true wealth-building strategies, this article offers crucial insights into navigating the complexities of financial success while prioritizing personal goals.

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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!”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

Reei.ca

(32)

Patient
Trust
Disabled

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

i

View Profile

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.”

i

View Profile

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!”

i

View Profile

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.”

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

Dimitri Lappos - Wealth Management

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

The St-Georges Group

Tulett Matthews & Assoc

Sekure Payment Experts

Olivier Truchon Conseiller en Sécurité Financière

Financière AT - Gestion de Patrimoine

Émergence Cabinet de Services Financiers Inc.

Everest Financial Services

SV Taxes and Accounting

Elan Accounting Services

Rothenberg Wealth Management

Assuruni

Annie Pelletier | Assurances et Investissements

Moon Tax Services

Services Financiers Ton Courtier

Groupe Natale

Services Financiers Avie Financial Services

TÙS Gestion de Patrimoine

Reei.ca

Planificateur Financier Indépendant | Marc-Olivier Desmarais

Rivard

Montreal Financial

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