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Gestion Phocus
Assurance Particuliers, Assurance Entreprise, Épargne et Placements
“Excellent service!”
Best Financial Advisors in La Prairie, QC
The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the La Prairie area.
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Services Financiers Eric F. Gosselin
Modification Aux Investissements Périodiques, Demande de Rendez-Vous, Demande D’accès à Peak en Ligne
“Le stockage ou l'accès technique qui est utilisé exclusivement à des fins statistiques. Le stockage ou l'accès technique qui est utilisé exclusivement dans des finalités statistiques anonymes. En l'absence d'une assignation à comparaître, d'une confo...”
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Harris Bolduc & Associés
“Bolduc for the trust in our team, have a good summer!”
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N.d.c. Services Financiers Inc.
“À partir d'un certain niveau d'actifs, les enjeux de gestion peuvent s'avérer plus complexes. Voilà pourquoi nous privilégions une approche globale, qui couvre tous les aspects de votre vie et de votre patrimoine.”
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
Estate and Insurance Planning, Investment Planning, Corporate 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.”
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Sekure Payment Experts
“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
- Merger
- Service
- 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
- Popular Science
- Service
- Trust
“He was able to adapt the strategies proposed according to the evolution of our needs and the explanations of the different options are clear, which allows us to make informed choices.”
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Financière AT - Gestion de Patrimoine
Planification de la Retraite, Gestion de Patrimoine, Planification Fiscale
“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.
- Pressure
- Professionalism
- Financial
“He is a responsible and professional agent who was able to, in a few words, give me the information relevant to my achievements, but also provide me with answers to questions and an understanding of the financial uncertainty that we are currently exp...”
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Rothenberg Wealth Management
- Happy
- Portfolio
- Business
“I'm very satisfied with the services that I have received to date and will continue to recommend Rothenberg and Rothenberg and Miss Patel to both to family and friends.”
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SV Taxes and Accounting
- Accountant
- Questions
- Specialist Degree
“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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Elan Accounting Services
Payroll Services, Income Tax Return, 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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Pauls & Associates
- Price
- Questions
- Communication
“This firm has been handling my tax matters for the past 5 years and service has always been professional, timely and they always accommodated any special scheduling needs of mine.”
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Assuruni
- Home Insurance
- Service
- Information
“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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Taco Finance
- Information
- Service
- Knowledge
“I really enjoyed my videoconference meeting, it allowed me to learn more about the services offered at the different banks, in addition to allowing me to maximize my amount allocated for loans and scholarships.”
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Finexia
Diagnostic Général, Services, Aspects Juridiques
“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
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“Positive Responsiveness, Quality, Professionalism, Value”
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Services Financiers Ton Courtier
- Efficient
- Attention
- Prices
“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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Lacasse Financial Services
- Questions
- Trust
- Monetary Investment
“I am quite familiar with how the TFSA works but I liked the fact that it can be transferred to the surviving spouse without affecting their maximum allowed and still with tax-free returns.”
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Services Financiers Avie Financial Services
- Work
- Mortgage
- Heart
“I want to encourage everyone who want to buy a house to contact Aliona Cozari , as she would be able to answer all your questions and advise what are the steps that have to be taken to be able to have your dream house.”
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Mathieu Marcil, Pl.fin.
Tarification, Planification Financière, Planification Pour Entreprises
“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”
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TÙS Gestion de Patrimoine
- Monetary Investment
- Service
- Future
“A young advisor in his business, dynamic, competent, transparent at the same time as being an excellent teacher, it is completely obvious for me to recommend his services.”
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Reei.ca
- Patient
- Service
- Children
“Very human and understanding.”
Retirement Planning and Investment Management Services in La Prairie, QC Cost Estimates
Minimum cost
$1208
Maximum cost
$10266
National Average
$3624
Avg Per Hour Rates
$363
$2416
$6643
Fair price range is based on
393 cost profiles
Why these companies made our list
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