Dorval, QC

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Dorval, QC
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Best Financial Advisors in Dorval, QC

Handpicked from 46 vetted & reviewed Financial Planning & Wealth Management firms in the Dorval area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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The St-Georges Group

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.”
2020 Trans Canada Route suite 200, Dorval, Quebec H9P 2N4
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Dimitri Lappos - Wealth Management

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.”
Licensed
1405 Rte Transcanadienne #200, Dorval, QC H9P 2V9
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K.D. Financial Services

K.D. Financial Services

“It's never been easier or more secure to file your income tax in the virtual space, thanks to secure/encrytped document tranfers and electronic filing.”
Free Initial Consultation
20+ Years Experience
2020 Trans Canada Route suite 200, Dorval, Quebec H9P 2N4
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Joseph Sabb

Joseph Sabb

“Les courtiers en placement qui sont aussi des représentants en courtage (« conseillers en placement ») inscrits auprès de Patrimoine Manuvie inc. offrent des actions, des obligations et des fonds communs de placement. Les produits et services d'assur...”
In Business Since 2015
1405 Route Transcanadienne #200, Dorval, QC H9P 2V9
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Placements Manuvie

Placements Manuvie

(1)
“Thomas is taking the time to find tailored tools and options in order to suit my needs.”
1405 Trans Canada Route #200, Dorval, Quebec H9P 2V9
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.6 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Gatto Bergman Group

Gatto Bergman Group

“As a client of the Gatto Bergman Group, a full suite of wealth management services are offered to you. Learn more below about how these services can help you achieve your financial goals.”
In Business Since 2020
2020 Trans Canada Route suite 200, Dorval, Quebec H9P 2N4
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Chevalier Meunier

Chevalier Meunier

“Les fonds communs de placement et les conseils en placement sont fournis par l'entremise de Gestion financière Assante ltée. Les produits et services d'assurance et de planification financière sont fournis par l'entremise de Chevalier, Meunier et ass...”
In Business Since 2011
2020 Rte Transcanadienne #201, Dorval, QC H9P 2N4
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Affacturage Canada

Affacturage Canada

“Affacturage Canada est un cabinet de services-conseils en affacturage qui a pour but de faire connaître et d'expliquer ce produit très flexible aux compagnies ayant des besoins de liquidités. Ce site se veut principalement une source d'informations s...”
392, Avenue Dorval, bureau 126, Dorval, QC H9S 3H7
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Alex Richard

Alex Richard

1405 Trans Canada Route, Dorval, Quebec H9P 2V9
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Pauls & Associates

Pauls & Associates

(44)
  • Income Tax
  • Family
  • Questions
“I had to fix an issue with a previous year tax return, and Shubhra was very helpful in explaining the details, and was very clear about what was needed to be done, and ensured the process went very smoothly.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(9)
Payroll Management Services, Financial Accounting and Management, Business Management Tools
“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)
Tax Planning, Investment 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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Tulett Matthews & Assoc

Tulett Matthews & Assoc

(1)
“They always treat us like family and take the time to answer our questions, walk us through the projections, and help us to better understand where we are and what we need to do to reach our goals as a family.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
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Elan Accounting Services

Elan Accounting Services

(49)
Uber & Taxi Driver Income Tax Return, Income Tax Return, Non-Residence Filing
“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)
“To be honest i would rather have my teeth pulled than change my credit card processing company, but this is by far the best experience I have had in lowering my rates and having exceptional customer service.”
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
“Super friendly and generous with his time, Olivier knew how to guide me towards the right life insurance at a very advantageous price.”
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)
  • Mom
  • Telephone
  • Portfolio
“They so much appreciated the very helpful and thoughtful interactions they had with Ms Tina Patel, so much so that they deliberately went to the offices for any transactions they needed to undertake.”
Transparent Fees & Pricing
Serving Dorval Area
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(39)
Placements, Gestion de Patrimoine, Planification Successorale
“Professional, dedicated and committed to meeting our objectives, André has in-depth market and product expertise, analytical skills as well as a keen sense of market-synchronized investments.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(42)
  • Knowledge
  • Plan
  • Family
“Financial plans are much like tailor made suits, and Steve always makes sure that the plans he creates for his clients are well fitted for their personnal, professional and family goals.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
Featured

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Moon Tax Services

Moon Tax Services

(50)
  • Efficient
  • Labor
  • Expertise
“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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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(40)
  • House
  • Mortgage
  • Questions
“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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Reei.ca

Reei.ca

(39)
  • Explanation
  • Patience
  • Documents
“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)
  • Price
  • Questions
  • Government
“The level of professionalism and exceptional attitude of this team allow me to refer all my colleagues and those around me to this reference knowing that your experience will always be excellent.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Retirement Planning and Investment Management Services in Dorval, QC Cost Estimates

Minimum cost
$1198
Maximum cost
$10177
National Average
$3592
Avg Per Hour Rates
$360
$2395
$6585
Average price range is based on 420 cost profiles
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Average Cost $3592
Minimum cost $1198
Maximum cost $10177
Avg Per Hour Rates $360

Average range $2395 to $6585 is based on 420 cost profiles.

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Wealth Management Advisors near Dorval

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