Olivier Truchon Conseiller en Sécurité Financière
“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.”
Best Financial Advisors near Dollard-des-Ormeaux, QC
1 of these firms is based in Dollard-des-Ormeaux; the others serve Dollard-des-Ormeaux from towns including Laval (12 km), Montreal (20 km) and Pointe-Claire (4 km).
3 open weekends · all 15 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
Financière AT - Gestion de Patrimoine
“I highly recommend him to anyone who wants peace of mind, he is a pioneer in his field!”
Everest Financial Services
“I have no issues entrusting them with my financials, and would highly recommend their services to anyone looking for a hassle-free experience.”
Rothenberg Wealth Management
“Susan Pilon, the receptionist is always been very helpful and friendly in directing all our calls.”
Pauls & Associates
“I've been with them since 2019 if I remember correctly, never an issue, always professional, quick, and pretty competitive in pricing.”
Groupe Natale
“Have been a client of Groupe Natale for many years now and benefited greatly from the professional and high quality service and advice provided.”
The 15 firms listed for Dollard-des-Ormeaux, QC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Dollard-des-Ormeaux, QC
The 15 firms on this page are rated from 4.6 to 5.0 across 1,163 reviews; 8 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), quality (67%) and responsiveness (64%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "knowledge". 3 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. 4 have ten or more years of experience, the longest 18 years. 2 offer a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 13 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do any financial advisers listed for Dollard-des-Ormeaux offer a free first meeting?
2 of the 15 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.
Services Financiers Ton Courtier
“Excellent service, the advisor Sandra Moreno, very clear and agile in her information, helped me make the most convenient option.”
Reei.ca
“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
“Your approach and your popularization of the field are very suitable, even for those with less experience.”
Veltista Financial Services
“He is super knowledgeable and take his time to make sure that we understand everything!”
Magnolia Gestion - Groupe Financier
“A caring advisor who knows how to verbalize financial jargon.”
Espace Finance, Cabinet de Services Financiers
“Listens to my needs and always takes the time to explain strategies adapted to my financial reality in order to maintain the relationship of trust that has been built over the years!”
Groupe Financier Mondial
“My financial security advisor works at Groupe Financier Mondial and honestly, I can say that I trust him 100%!”
Dimitri Lappos - Wealth Management
“Dimitri's approach allows solid services and advise for lots of portfolio types, not just large ones that involve million dollar sums.”
Liliana Danila - Financial Security Advisor Montreal
“She is an open, available, patient person, she always takes her time to explain all the terms and conditions, she provides exemplary service!”
Why these companies made our list
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