View Profile

Dimitri Lappos - Wealth Management

(14)

Advisor
Financial
Market

“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

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

Découvrez le rôle vital de comprendre la tolérance au risque dans la réussite d'un investissement, particulièrement crucial pour les médecins et les investisseurs indépendants. Cet article associe l'importance de reconnaître sa tolérance de stress financier aux avantages d'une prise de décision éclairée et cohérente. Il souligne comment les conseils d'un expert peuvent façonner un portefeuille qui correspond à vos objectifs et à votre tolérance au risque, en évitant les erreurs émotionnelles coûteuses. Lisez l'article complet pour approfondir la nature dynamique de la tolérance au risque et découvrir comment une gestion stratégique du patrimoine, appuyée par des connaissances professionnelles, peut permettre de faire face aux incertitudes financières.

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

Alex Richard

i

View Profile

Jade Sheiner- Manulife Wealth | Diligence Wealth Management

“Les représentants en courtage et en épargne collective (« conseillers en fonds commun ») inscrits auprès de Patrimoine Manuvie inc. offrent des fonds communs de placement. Elle est également propriétaire de la Banque Manuvie du Canada, banque à chart...”

i

View Profile

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.”

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)

“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.”

i

View Profile

Olivier Truchon Conseiller en Sécurité Financière

(50)

Insurance
Service
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)

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.”

i

View Profile

Émergence Cabinet de Services Financiers Inc.

(48)

Cover
Professionalism
Explanation

“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)

Team
Plan
Future

“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.”

i

View Profile

Rothenberg Wealth Management

(47)

Mom
Needs
Patience

“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.”

i

View Profile

SV Taxes and Accounting

(45)

Price
Government
Trust

“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.”

i

View Profile

Elan Accounting Services

(37)

Uber & Taxi Driver Income Tax Return, 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

Pauls & Associates

(44)

Income Tax
Review
Questions

“I'm highly recommended Pauls and associates, been client with them for 5 years, they are professional and helpful with my tax refund, I'm happy and will continue working with them in the future!”

i

View Profile

Assuruni

(44)

Car Insurance
Budget
Company

“I've been working with Aiman Alameddine for a couple of years referring clients to him for auto and home insurance, he has taken good care of them from start to finish and has again come through for me with my auto insurance.”

i

View Profile

Services Financiers Ton Courtier

(45)

Work
Bon
Team

“My wife had called to have a car policy and we had excellent help from Sandra Moreno, but I also wanted to add a room policy and the service I received was of high quality.”

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

“I would strongly recommend anyone to give Group Natale a chance to prove their expertise and professionalism in the finance / insurance industry.”

i

View Profile

Services Financiers Avie Financial Services

(44)

House
Mortgage
Questions

“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

Average Cost	$3592
Minimum cost	$1198
Maximum cost	$10177
Avg Per Hour Rates	$360

Best Financial Advisors in Dorval, QC

The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Dorval area.

Dimitri Lappos - Wealth Management

The St-Georges Group

K.D. Financial Services

Joseph Sabb

Affacturage Canada

Gatto Bergman Group

Chevalier Meunier

Alex Richard

Jade Sheiner- Manulife Wealth | Diligence Wealth Management

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

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

Rothenberg Wealth Management

SV Taxes and Accounting

Elan Accounting Services

Pauls & Associates

Assuruni

Services Financiers Ton Courtier

Groupe Natale

Services Financiers Avie Financial Services

Retirement Planning and Investment Management Services in Dorval, QC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Dorval

Popular in Dorval