The highest-rated Financial Planning & Wealth Management companies out of 59 vetted & reviewed in the Drummondville area.
Learn how we score.
Prominent finalists A-Z in Drummondville
Altitude Conseils Financiers
Assante Capital Management
Coach-finances inc
Dubois & Joyal Notaires
Félix Leclerc – Conseiller en Sécurité Financière
GCF Pro
Gabriel Grenon, Conseiller en Sécurité Financière
Garand Gestion Privée
Gestion Ar-Phi & Ass
Gestion FinanciÈre Lanoie Inc.
Grandmont & Comeau
Halex Bergeron | Courtier en assurance
Kapitalgp
LGF Lampron Gagnon Groupe Financier
Le Groupe Uni-Vie Inc.
Le Point de Repère – Services Financiers
Lemelin Cabinet de Services Financiers
Olivier l’Heureux Pl.fin, Mba, CIM
PLH Finance / Conseiller et Planificateur Financier
Raymond Chabot – Syndic Autorisé en Insolvabilité
Sens RL, Planification Financière
Services Financiers Argus
Services Financiers Donald Bergeron
Solutions Budget Plus
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Lemelin Cabinet de Services Financiers
(2)
“Impeccable service.....”
i
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LGF Lampron Gagnon Groupe Financier
(1)
“Professional, attentive to our needs and friendly.”
i
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Altitude Conseils Financiers
(1)
“Extraordinary team!”
i
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Gestion Ar-Phi & Ass
“EgR, AR-PHI et les membres du G.P.A. ont bâti leur réputation sur du long terme et sur l'innovation. Les polices d'assurances négociées auprès d'assureurs reconnus et solvables sont concurrentielles et complètes incluant toutes les options de garanti...”
i
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Grandmont & Comeau
(2)
Gestion de Placements, Notre Philosophie, Planification Financière
“A team of friendly professionals who immediately identify and respond to customer needs Positive Responsiveness, Quality, Professionalism, Value”
i
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Garand Gestion Privée
“Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection ...”
i
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Le Groupe Uni-Vie Inc.
Planification Globale, Placements, Assurances
“L'assurance maladies graves semble être un sujet que peu de gens connaissent bien, mais ce produit peut être un excellent complément à l'assurance vie et à l'assurance invalidité pour protéger les revenus. Lorsque les indemnités et avantages de l'ass...”
i
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Le Point de Repère - Services Financiers
“«Je cherchais un endroit, une personne qui prendrait soin de mes besoins en lien avec mon portefeuille… et j'ai trouvé! Jean-Guy Duchesne a pris le temps de m'écouter, de m'expliquer, voir mon aisance, d'analyse les possibilités et combien j'étais co...”
i
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Sens RL, Planification Financière
(7)
Service
“Thanks to Danic and Marie-Josée, I finally have the support and resources allowing me to have better financial health and knowledge that gives me autonomy.”
“They will guide you to the best of their knowledge and give you the truth about your financial situation while directing you to the best products that relate to your investor profile.”
Liste Document Pré-Rencontre Particulier, Liste Document Pré-Rencontre Entreprise
“He listens and responds to all our requests!”
i
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Gestion FinanciÈre Lanoie Inc.
“Dominique exerce dans le domaine de la finance depuis 1997, ayant grandi sur une ferme, il comprend bien les besoins des agriculteurs. Son indépendance envers les différentes compagnies de placements et d'assurances de personnes lui permet de sélecti...”
i
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Raymond Chabot - Syndic Autorisé en Insolvabilité
“Faire un bilan de votre situation financière permet de bien comprendre où vous en êtes, encore plus que faire un simple budget. À l'aide de notre outil en ligne, faites le point sur vos finances personnelles en quelques étapes faciles. Vous pourrez a...”
“Whether in insurance, for my financial planning or my investments, he has always given me good advice with helpful explanations and he follows up regularly!”
i
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Coach-Finances Inc
(16)
Trust
“I've been doing business with him for 7 years already, always available, listened to me, knew how to target my needs, professional and personalized service and always responds quickly to my questions.”
i
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Gestion de Patrimoine Félix Leclerc
(21)
Épargnes, Assurances
“His ability to understand and anticipate the needs of his clients, combined with his passion for real estate, makes him an invaluable ally for anyone looking to secure and develop their financial assets while living from their passions.”
i
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Solutions Budget Plus
(8)
Ateliers – Mes Finances, Mes Choixmd, Consultation Budgétaire, Service D’aide en Impôt
“Not open for a while!!!!”
i
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PLH Finance / Conseiller et Planificateur Financier
(5)
Proches Aidants, Entrepreneur / Travailleur Autonome, Gestion de Patrimoine
“Professional and personalized services we have established a retirement plan and we check the results periodically in order to achieve the set objectives”
“Always there to answer my questions in a professional manner!”
i
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Dubois & Joyal Notaires
(7)
Service
“Me De Chantal quickly and very effectively answered my troubling questions on the issue of will research carried out at both organizations (Barreau du Québec and Chambres des Notaires).”
i
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Services Financiers Argus
(3)
Services Financiers, Assurances & Plus
“Excellent service, a personalized approach and very well adapted to each person!”
i
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Kapitalgp
(2)
Planification Retraite, Protections ET Assurances, Placement ET Investissements
“A dynamic team with whom you feel guided and well informed!”
i
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GCF Pro
(2)
Retraite, Investissements, Assurances et Gestion Des Risques
“Thank you to the GCF Pro team which allowed me great profitability on my first financial investments.”
i
Retirement Planning and Investment Management Services in Drummondville, QC Cost Estimates