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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.”

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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.”

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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.”

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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...”

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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...”

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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.”

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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...”

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Alex Richard

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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...”

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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.”

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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.”

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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.”

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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.”

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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.”

Featured

It's raining buckets from downtown and every shot is falling through the net with nothing but nylon.nnStocks were going full Steph Curry across the board, splashing threes from the parking lot. The likely catalyst? Some fresh labor data that has the market betting the Fed will cut interest rates in a few months. Basically, the jobs scene is starting to chill out a bit, so the central bank may ease up on its rate hike rampage.nnIt's nothing but net for Wall Street lately as this torrid run shows no signs of cooling off. Brace yourselves for more heat checks from half-court!nn#investing #marketupdate #stockmarket #stockmarketupdate...

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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.”

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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.”

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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.”

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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.”

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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!”

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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.”

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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.”

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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.”

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TÙS Gestion de Patrimoine

(33)

Trust
Patient
Merger

“From the bottom of my heart, I would like to thank Enrique and Étienne for guiding and advising me in the most important decisions for my business and my personal financial situation.”

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Reei.ca

(32)

Explanation
Patience
Empathy

“A big thank you Philippe-Olivier St-Laurent, you were very kind and professional in opening my son Alexandre's file.”

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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

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

Pauls & Associates

Groupe Natale

Services Financiers Ton Courtier

Services Financiers Avie Financial Services

TÙS Gestion de Patrimoine

Reei.ca

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