“Carte empowers you with industry-leading support, technology, tools, compliance & culture.”
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Sekure Payment Experts
(44)
“I contacted her several times today and she very patiently answered my questions and made sure I understood how to navigate several screens within the sekure merchant payments hub / website.”
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Olivier Truchon Conseiller en Sécurité Financière
(50)
Patient
Merger
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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Stratéginc Groupe Financier
(50)
Team
Meeting
Proactive
“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”
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Financière AT - Gestion de Patrimoine
(45)
Assurances, Planification de la Retraite, Planification Fiscale
“André is interested in your financial situation, understands it very well and does everything possible to suggest an investment profile that meets your expectations and your risk tolerance.”
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Everest Financial Services
(48)
Knowledge
Confident
Expertise
“Whether it be insurance, savings or any number of investment vehicles, Steven is able to help me select the product I need and, just as importantly, talk through what I don't need.”
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Émergence Cabinet de Services Financiers Inc.
(48)
Sympathetic
Pressure
Financial
“Thank you Keven, thank you for everything I enjoyed working with you it was a real pleasure knowing you, thank you again for the help you gave me I really appreciate it.”
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Rothenberg Wealth Management
(47)
Receptionist
Google Account
Telephone
“This is the first time in almost 40 years that I am regularly contacted and receive explanation about my portfolio Thank you Silvana Rizzo for being so patient and thorough!”
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Elan Accounting Services
(37)
Accounting and Bookkeeping, Payroll Services, Gst/Qst Services
“Working with Elan Accounting Services Inc was not only hassle-free, but it also provided me with peace of mind knowing that my financial matters were being handled by true professionals.”
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SV Taxes and Accounting
(45)
Company
Benefits
Personal Financial
“She always works in the best interests of her clients, always on time with the reminders and government updates and she never delays with the feedback to whatever requests you might have.”
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Pauls & Associates
(44)
File
Future
Family
“My experience was great, one the finest service by Ruhin, it was my second year to file my taxes and they are pretty quick, and guide you through the process.”
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Assuruni
(44)
Price
Money
Couple
“Joe is a great person and has great communication skills and listens to what the customer wants and he tries his best to satisfy your needs concerning your situation with insurance , I have no regrets .”
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Taco Finance
(50)
Meeting
Quality
Caregivers
“In addition to gaining a better knowledge of all the services offered to us, I learned several tips to better manage my portfolio in addition to emerging with some tools to benefit from numerous financial advantages.”
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Dettes.ca
(50)
Info
Fear
Explanation
“I was quickly taken care of everything happened very quickly and everything was done in less than a week, I can finally breathe I strongly suggest for anyone who needs help”
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Finexia
(35)
Placements, Planification Des Objectifs, Diagnostic Général
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
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Groupe Natale
(27)
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“Natale and his entire administrative team are always available to answer our questions.”
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Services Financiers Ton Courtier
(45)
Insurance
Information
Understanding
“Her ability to help me find insurance promptly and accurately, combined with her friendly and professional attitude, make her an exceptional collaborator.”
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Lacasse Financial Services
(34)
Monetary Investment
Questions
Trust
“Following this collaboration, I decided to entrust him with the financial planning of my business and I am very satisfied with the performance and the services provided.”
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Services Financiers Avie Financial Services
(44)
Professionalism
Work
Heart
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
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Mathieu Marcil, Pl.fin.
(30)
Planification Pour Entreprises, Tarification, Planification Financière
“Exceptional quality as far as I'm concerned - he knows his field well and will be able to offer you advice that matches the specifics of your financial situation.”
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TÙS Gestion de Patrimoine
(33)
Hands
Adaptive Expertise
Wallet
“His customer service is excellent, in particular thanks to the diligent follow-ups from him and his team (Special mention to Camille with whom I communicate a lot 🫶🏼).”
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Reei.ca
(32)
Merger
Disabled
Trust
“Very genuine and efficient service.”
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Services Financiers Conseils J & M Inc
(49)
Monetary Investment
Hands
Sympathetic
“Thank you Roger Martins for advising me on my first investments, it's very reassuring to speak to someone professional and attentive to our needs when it comes to our financial future.”
Gestion de Portefeuille, Assurances de Personnes, Planification Financière
“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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Retirement Planning and Investment Management Services in Hudson, QC Cost Estimates