View Profile
Tulett Matthews & Assoc
- 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.”
Best Financial Advisors near Kirkland, QC
1 of these firms is based in Kirkland; the others serve Kirkland from towns including Laval (17 km), Montreal (25 km) and Saint-Léonard (27 km).
7 open weekends · all 24 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
View Profile
Olivier Truchon Conseiller en Sécurité Financière
- 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.”
View Profile
Financière AT - Gestion de Patrimoine
- Questions
- Monetary Investment
- Investments
“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.”
View Profile
Émergence Cabinet de Services Financiers Inc.
- 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.”
View Profile
Everest Financial Services
- 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.”
View Profile
Rothenberg Wealth Management
- 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.”
The 24 firms listed for Kirkland, 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: Kirkland, QC
The 24 firms on this page are rated from 4.6 to 5.0 across 1,462 reviews; 11 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (62%) and quality (53%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "knowledge". 7 are open on Saturdays and 3 on Sundays. 1 shows a licence on its website. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 2006. 3 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 21 list a public email and 11 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Kirkland take financial planning bookings online?
11 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.
View Profile
Pauls & Associates
- 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.”
View Profile
Groupe Financier Signature
- 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.”
View Profile
Services Financiers Ton Courtier
- 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!”
View Profile
Groupe Natale
- Industry
- Business
- Team
“I highly recommend Gennaro and Palma to anyone wanting to achieve better financial outcome.”
View Profile
Services Financiers Avie Financial Services
- 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.”
View Profile
TÙS Gestion de Patrimoine
- 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.”
View Profile
Reei.ca
- Trust
- Patient
- Explanation
“Very good service, thank you Benjamin!”
View Profile
Planificateur Financier Indépendant | Marc-Olivier Desmarais
- 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.”
View Profile
AEC Financial Group - National Bank Financial
- 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!”
View Profile
Lumos Services Financiers
- 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.”
View Profile
Veltista Financial Services
- 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.”
View Profile
Magnolia Gestion - Groupe Financier
- Life
- Popular Science
- Service
“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!”
View Profile
Espace Finance, Cabinet de Services Financiers
- Popular Science
- Honest
- 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!”
View Profile
Movative
- Team
- Business
“He simply took me by the and ma made sure my business was safe but most importantly my family would be taken care of making sure that they wouldn't have to Worry about a thing if something would happen to me.”
View Profile
Groupe Financier Mondial
- Trajectory
- Meeting
- Merger
“They are independent and I believe that is why there was finally someone who took the time to sit down with me, make personal finance accessible, simple and fun.”
View Profile
Dimitri Lappos - Wealth Management
- Market
- Advisor
- Financial
“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.”
View Profile
Liliana Danila - Financial Security Advisor Montreal
- Goals
- Budget
- Patience
“Am amazing professional that displayed patience and explained in detail every option, giving me the opportunity to make an informed decission, while not pressuring me.”
View Profile
Jamali Financials
- Insurance
“Morteza was able to save me money for my life insurance with great coverage.”
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
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
