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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.”

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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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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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.”

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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!”

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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.”

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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.”

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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.”

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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 🥰☺️ …”

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Reei.ca

(32)

Trust
Patient
Explanation

“Very good service, thank you Benjamin!”

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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.”

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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.”

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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)

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.”

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Bureau DE Credit

(24)

Company
Letters
Financial

“Alex, it is undeniable that he not only answered my initial question thoroughly, but he also took the time to elaborate on crucial points related to credit and credit cards.”

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Average Cost	$3606
Minimum cost	$1202
Maximum cost	$10217
Avg Per Hour Rates	$361

Best Financial Advisors in Kirkland, QC

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Kirkland area.

Tulett Matthews & Assoc

Sekure Payment Experts

Olivier Truchon Conseiller en Sécurité Financière

Financière AT - Gestion de Patrimoine

Émergence Cabinet de Services Financiers Inc.

Everest Financial Services

Rothenberg Wealth Management

Elan Accounting Services

SV Taxes and Accounting

Pauls & Associates

Assuruni

Groupe Financier Signature

Services Financiers Ton Courtier

Groupe Natale

Services Financiers Avie Financial Services

TÙS Gestion de Patrimoine

Icjc Valleyfield

Reei.ca

Planificateur Financier Indépendant | Marc-Olivier Desmarais

Montreal Financial

AEC Financial Group - National Bank Financial

Lumos Services Financiers

Veltista Financial Services

Bureau DE Credit

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

Why these companies made our list

Wealth Management Advisors near Kirkland

Popular in Kirkland