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.

Conseil Kad-Kad Consultancy

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.”
Transparent Fees & Pricing
In Business Since 2017
Remote Consultations Available
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)
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.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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Elan Accounting Services

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

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.”
Transparent Fees & Pricing
In Business Since 2012
Remote Consultations Available
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)
  • Insurance
  • Service
  • Patient
“Excellent service, courteous and professional and passionate in his field he guided me and untangled me in my life insurance.”
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)
  • 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.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Rothenberg Wealth Management

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.”
Transparent Fees & Pricing
Serving Dollard-des-Ormeaux Area
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Pauls & Associates

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.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Financière AT - Gestion de Patrimoine

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

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.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Annie Pelletier | Assurances et Investissements

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.”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Services Financiers Avie Financial Services

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.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
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Moon Tax Services

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.”
In Business Since 1997
740 Mnt Montrougeau, Laval, QC H7P 5K4
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Reei.ca

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!”
4 Pl. Ville-Marie #300, Montréal, QC H3B
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SV Taxes and Accounting

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.”
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 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.”
In Business Since 2021
Serving Dollard-des-Ormeaux Area
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Groupe Natale

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.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Assuruni

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.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

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.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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Rivard

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!”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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AEC Financial Group - National Bank Financial

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!”
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Lawadvisors

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.”
Licensed
In Business Since 2017
Free Initial Consultation
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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Lumos Services Financiers

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.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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Magnolia Gestion - Groupe Financier

Magnolia Gestion - Groupe Financier

(14)
  • Service
“Personalized service, an advisor who really cares about my needs, who is available and always on the lookout for the best strategies to advise me adequately and what's more, he is good company!”
Remote Consultations Available
In Business Since 2022
Serving Dollard-des-Ormeaux Area
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Retirement Planning and Investment Management Services in Dollard-des-Ormeaux, QC Cost Estimates

Minimum cost
$1226
Maximum cost
$10417
National Average
$3677
Avg Per Hour Rates
$368
$2451
$6741
Average price range is based on 480 cost profiles
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Average Cost $3677
Minimum cost $1226
Maximum cost $10417
Avg Per Hour Rates $368

Average range $2451 to $6741 is based on 480 cost profiles.

Why these companies made our list

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