Kirkland, QC

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Kirkland, QC
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Best Financial Advisors in Kirkland, QC

Handpicked from 65 vetted & reviewed Financial Planning & Wealth Management firms in the Kirkland area, explore the top 5 standout choices among the selected group of 24 finalists.

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Tulett Matthews & Assoc

Tulett Matthews & Assoc

(2)
  • Knowledge
“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.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
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[L’épisode à ne pas manquer si vous êtes parents!] Parler d’argent en famille est tabou, mais nous voulons tous que nos enfants acquièrent de saines habitudes financières. Pourquoi est-il important de parler d’argent en famille? Comment aborder le sujet avec nos enfants? À quel âge faut-il commencer à le faire? Quelles valeurs financières faut-il inculquer à nos enfants? Cet épisode vous aide à clarifier toutes ces questions!

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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Estate and Insurance Planning, Tax Planning, Investment Planning
“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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Sekure Payment Experts

Sekure Payment Experts

(44)
“We are a small non-profit organization, and we recently switched merchant processors and servicers and Neville has helped me with all the snags that have happened along the way.”
Transparent Fees & Pricing
In Business Since 2012
Remote Consultations Available
3 Place Ville Marie #200, Montréal, QC H3B
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Merger
  • Insurance
  • Service
“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.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
Planification de la Retraite, Placements, Gestion de Patrimoine
“We were very impressed with the personalized professional service and advice given to us by Financiere AT, and how you have tailored this specifically to suit our situation and future needs.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.2 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
  • Pressure
  • Cover
  • Professionalism
“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.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Everest Financial Services

Everest Financial Services

(48)
  • Expertise
  • Insurance
  • Team
“We talked in length of my needs for the next 5 years, I am coming up on retirement and I was feeling skeptical about being able to maintain my lifestyle once I hit the big six five.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Telephone
  • Happy
  • Mom
“Margaret has been a pleasure to deal with and Responds to all my Requests and Questions in a Timely Manner She is A pleasure to deal with and I Would Highly Recommend.”
Transparent Fees & Pricing
Serving Kirkland Area
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Elan Accounting Services

Elan Accounting Services

(37)
Payroll Services, Uber & Taxi Driver Income Tax Return, Income Tax Return
“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.”
Transparent Fees & Pricing
In Business Since 2019
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Personal Financial
  • Accountant
  • Price
“We've been using SV T&A services since 2013 for personal income tax filling, as well as for more complex questions, such as cross-border personal income tax and pension income.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Pauls & Associates

Pauls & Associates

(44)
  • Family
  • Price
  • Income Tax
“Seven years ago I asked them to fill my taxes for the first time, was astonished with their level of expertise and since then never met better accountants and advisors.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Assuruni

Assuruni

(44)
  • Couple
  • Home Insurance
  • Car Insurance
“I am very grateful to my insurance advisor "Evan Paniconi" who is a super efficient and professional person, since he spared no effort to help me get the best insurance for my car and for my budget.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Groupe Financier Signature

Groupe Financier Signature

(42)
  • Options
  • Insurance
  • Service
“My advisor Alexandre Bergeron took the time to explain to me in detail all my possible retirement options and also presented me with all the products offered by Groupe Signature (insurance, mortgage, etc.”
In Business Since 2018
83 Rue Champlain, Salaberry-de-Valleyfield, QC J6T 1W4
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Groupe Natale

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 highly recommend Gennaro and Palma to anyone wanting to achieve better financial outcome.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • Understanding
  • Efficient
  • Work
“She was very nice and understanding, she would take the time to explain to me some things more in depth and actually seemed like she wanted to help me!”
In Business Since 2013
Serving Kirkland Area
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • Work
  • House
  • Mortgage
“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.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Wallet
  • Monetary Investment
  • Trust
“Enrique is a friend above all and behind this friendship is a hard-working, professional and above all integrated man in the work he does and in everyday life.”
In Business Since 2021
Serving Kirkland Area
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Icjc Valleyfield

Icjc Valleyfield

(43)
  • Office
  • Government
  • Rapidity
“Very very satisfied with my accountant Janick Cousineau fast service nothing to say and even that she helps me to open my own business wow thank you again Janick 🥰☺️ …”
In Business Since 2021
106 Rue du Marché, Salaberry-de-Valleyfield, QC J6T 1P7
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Reei.ca

Reei.ca

(32)
  • Trust
  • Patient
  • Explanation
“Very good service, thank you Benjamin!”
In Business Since 2008
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
Assurances de Personnes, Planification de Retraite, 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.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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Montreal Financial

Montreal Financial

(36)
  • Couple
  • Business Tax
  • Small Business
“We have always done our personal tax filing ourselves, but since launching our photography business a few years ago, it has become very tedious and unpleasant to do our own taxes.”
Licensed
4615 Marcil Ave, Montreal, Quebec H4A 3A2
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AEC Financial Group - National Bank Financial

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!”
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Lumos Services Financiers

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.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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Veltista Financial Services

Veltista Financial Services

(19)
  • Questions
  • Professional
  • Family
“He was very attentive and always made sure we understood the importance of insurance coverage and made us realize certain things we had never thought of before.”
1565 Bd de l'Avenir bureau 206, Laval, Quebec H7S 2N5
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Retirement Planning and Investment Management Services in Kirkland, QC Cost Estimates

Minimum cost
$1202
Maximum cost
$10217
National Average
$3606
Avg Per Hour Rates
$361
$2404
$6611
Average price range is based on 253 cost profiles
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Average Cost $3606
Minimum cost $1202
Maximum cost $10217
Avg Per Hour Rates $361

Average range $2404 to $6611 is based on 253 cost profiles.

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Wealth Management Advisors near Kirkland

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