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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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Joseph Sabb

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Gatto Bergman Group

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Chevalier Meunier

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Alex Richard

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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 Laval, Montreal and Saint-Léonard. 21 of the firms on this page have a rating, from 4.6 to 5.0 across 1,335 reviews; 9 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (56%) and quality (47%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "knowledge". 5 are open on Saturdays and 3 on Sundays. 1 shows a licence on its website. 5 have ten or more years of experience, the longest 18 years. 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 22 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.

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Jade Sheiner- Manulife Wealth | Diligence Wealth Management

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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)

Investments
Trust
Honest

“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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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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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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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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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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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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Groupe Natale

(27)

Business
Team
Investment

“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 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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Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)

Service
Trust

“I am more than satisfied with the results, he supported me in developing a solid plan to achieve financial independence much sooner than I would have thought possible.”

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AEC Financial Group - National Bank Financial

(21)

Professional
Team
Finances

“Professional team that not only takes the time to listen to your financial needs but goes above and beyond to make sure you are truly part of the decision making process!”

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Lumos Services Financiers

(19)

Monetary Investment
Insurance

“I purchased my life insurance policy with Lumos in addition to letting them manage my personal investments and I am very satisfied with the results and the service provided, a modern and professional team.”

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Veltista Financial Services

(19)

Professional
Needs
Family

“He took the time to clearly target my objectives and explain my options, to reassure me and above all, he takes the time to follow up and is always available to answer my questions.”

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Magnolia Gestion - Groupe Financier

(14)

Popular Science
Service
Life

“Personalized service, an advisor who really cares about my needs, who is available and always on the lookout for the best strategies to advise me adequately and what's more, he is good company!”

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Espace Finance, Cabinet de Services Financiers

(17)

Honest
Understanding
Trust

“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!”

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

Best Financial Advisors in Dorval, QC

Dimitri Lappos - Wealth Management

The St-Georges Group

Joseph Sabb

Gatto Bergman Group

Chevalier Meunier

Alex Richard

Area overview: Dorval, QC

Jade Sheiner- Manulife Wealth | Diligence Wealth Management

Olivier Truchon Conseiller en Sécurité Financière

Financière AT - Gestion de Patrimoine

Everest Financial Services

Émergence Cabinet de Services Financiers Inc.

Rothenberg Wealth Management

Pauls & Associates

Services Financiers Ton Courtier

Groupe Natale

Services Financiers Avie Financial Services

TÙS Gestion de Patrimoine

Reei.ca

Planificateur Financier Indépendant | Marc-Olivier Desmarais

AEC Financial Group - National Bank Financial

Lumos Services Financiers

Veltista Financial Services

Magnolia Gestion - Groupe Financier

Espace Finance, Cabinet de Services Financiers

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

Why these companies made our list

Financial Advisors near Dorval

Popular in Dorval

Tools: Financial Advisors