View Profile

Tulett Matthews & Assoc

(1)

“They always treat us like family and take the time to answer our questions, walk us through the projections, and help us to better understand where we are and what we need to do to reach our goals as a family.”

Featured

[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!

i

View Profile

Pauls & Associates

(44)

Price
Income Tax
Questions

“As a newcomer to Canada, my first tax return seemed daunting but with Pauls and Associates guidance and patience my return was submitted effortlessly on my part.”

i

View Profile

Conseil Kad-Kad Consultancy

(9)

Business Management Tools, Payroll Management Services, Financial Accounting and Management

“Wow KAD consultancy is an awesome place to do all ur taxes, accounting, payroll n all kinds of administrative work n also all areas of consultancy a business is required to be successful.”

i

View Profile

Dimitri Lappos - Wealth Management

(12)

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.”

i

View Profile

The St-Georges Group

(7)

Team

“Darren goes above and beyond to take the time to explain my options, ensuring that I have a very good understanding of each, so that I can make the best decision that fits my short and long term goals.”

i

View Profile

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.”

i

View Profile

Elan Accounting Services

(49)

Non-Residence Filing, Uber & Taxi Driver Income Tax Return, Income Tax Return

“It was my first experience colaborating with Elan accounting services and they helped me alot, however I had some confusion regarding filling and then sending my tax return forms.”

i

View Profile

Sekure Payment Experts

(46)

“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.”

i

View Profile

Olivier Truchon Conseiller en Sécurité Financière

(48)

Insurance
Service
Patient

“Super bon service”

i

View Profile

Émergence Cabinet de Services Financiers Inc.

(46)

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.”

i

View Profile

Rothenberg Wealth Management

(47)

Knowledge
Team
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.”

i

View Profile

Financière AT - Gestion de Patrimoine

(39)

Planification de la Retraite, Placements, Gestion de Patrimoine

“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.”

i

View Profile

Groupe Financier Signature

(42)

Insurance
Service
Finance

“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.”

i

View Profile

Everest Financial Services

(42)

Team
Knowledge
Family

“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.”

i

View Profile

Moon Tax Services

(50)

Communication
Understand
Efficient

“One of the best experience I had with an accoutant in a very long time, has excellent knowledge of not only taxes filed withen Canada but overseas as well.”

i

View Profile

Services Financiers Avie Financial Services

(40)

Questions
House
Mortgage

“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.”

i

View Profile

Reei.ca

(39)

Disabled
Merger
Explanation

“We were supported, advised, reassured and accompanied with kindness and professionalism in this administrative maze which causes too many parents to abandon the steps (or never take them!”

i

View Profile

SV Taxes and Accounting

(37)

Accountant
Price
Questions

“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.”

i

View Profile

TÙS Gestion de Patrimoine

(32)

Solutions D'assurances, Solutions Financières

“Regardless of your initial knowledge in portfolio optimization, TÙS Gestion de Patrimoine will be able to serve you professionally by meeting your consumer needs.”

i

View Profile

Groupe Natale

(27)

Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients

“He was very available to answer my questions and provide me with the requested information.”

i

View Profile

Assuruni

(29)

Service
Home Insurance
Car

“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.”

i

View Profile

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.”

i

View Profile

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!”

i

View Profile

Lawadvisors

(12)

Life Insurance

“I have been with Norman and Sheena for the last 20 years, so far they have done excellent work for me with quick response on all the questions I needed.”

i

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

Pauls & Associates

Conseil Kad-Kad Consultancy

Dimitri Lappos - Wealth Management

The St-Georges Group

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Elan Accounting Services

Sekure Payment Experts

Olivier Truchon Conseiller en Sécurité Financière

Émergence Cabinet de Services Financiers Inc.

Rothenberg Wealth Management

Financière AT - Gestion de Patrimoine

Groupe Financier Signature

Everest Financial Services

Moon Tax Services

Services Financiers Avie Financial Services

Reei.ca

SV Taxes and Accounting

TÙS Gestion de Patrimoine

Groupe Natale

Assuruni

Planificateur Financier Indépendant | Marc-Olivier Desmarais

AEC Financial Group - National Bank Financial

Lawadvisors

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