Dimitri Lappos - Wealth Management
“Appreciated the time Dimitri took with me to plan out my future, great service and strongly recommend”
Best Financial Advisors in Dorval, QC
24 firms listed · 7 in Dorval · 2 open weekends · 22 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
The St-Georges Group
“I'm also grateful for his knack for tapping into the abundant resources within Assante, which has truly enhanced my financial journey.”
Jade Sheiner- Manulife Wealth | Diligence Wealth Management
“We've had an exceptional experience working with Jade, and one of the things I value most about her approach is that she doesn't just talk about investments — she talks about what our money can make possible in our lives.”
Joseph Sabb
Alex Richard
Chevalier Meunier
The 24 firms listed for Dorval, 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: Dorval, QC
7 of the 24 firms we list are based in Dorval; the other 17 serve Dorval from towns including Montreal, Laval and Blainville. 23 of the firms on this page have a rating, from 1.0 to 5.0 across 2,959 reviews; 13 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (62%) and responsiveness (59%). The topics that come up most in reviews of the firms on this page are "trust", "knowledge" and "patient". 2 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. 7 have ten or more years of experience, the longest 20 years. 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 20 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Dorval take financial planning bookings online?
7 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Gatto Bergman Group
Gennaro Natale - Groupe Natale
“Very knowledgeable of is practice and always available for is customers at any time of the day.”
Financière AT - Gestion de Patrimoine
“I've dealt with multiple Financial Advisors in the past but none have been more clear, helpful and available then Andre at financiers AT.”
Olivier Truchon Conseiller en Sécurité Financière
“Very professional, attentive to our needs, Always very available”
Espace Finance, Cabinet de Services Financiers
“Very satisfied with the service from Étienne and his team over the last few years.”
Everest Financial Services
“Steven had encouraged us to purchase critical illness insurance (which in all honesty I did begrudgingly) and it turned out to be best decision we ever made.”
TÙS Gestion de Patrimoine
“Enrique is a very good advisor and he is very professional.”
Émergence Cabinet de Services Financiers Inc.
“Keven is an outstanding financial security advisor who pays attention to all the details while handling a variety of tasks.”
Planico
“It is essential for me to have an effective communication channel and this is the case with Denis and Catherine.”
Reei.ca
“Philippe olivier was very clear and supported us throughout the process”
Rothenberg Wealth Management
“My family has been a client of Rothenberg Wealth Management for several years and we have benefitted from their expertise and guidance.”
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Planificateur Financier Indépendant | Marc-Olivier Desmarais
“With our new advisor we feel safe.”
Pauls & Associates
“He is very professional, careful, always considerate and sympathetic but also when asked, has given us terrific advice.”
Banville Gestion de Patrimoine
“Very good consulting services firm with all the choices of investment products available.”
Services Financiers Ton Courtier
“I receive an answer to my questions quickly!!!”
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Annie Pelletier | Assurances et Investissements
“She takes the time to answer our questions and adapt to our realities to offer us the best financial advice and services.”
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Tulett, Matthews & Associates
“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.”
Lumos Services Financiers
“Golden advice for my investments and insurance, I recommend to everyone without hesitation.”
Why these companies made our list
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