The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the La Prairie area.
Learn how we score.
Prominent finalists A-Z in La Prairie
AssurUni
Dimitri Lappos – Wealth Management
Elan Accounting Services
Financière AT – Gestion de Patrimoine
Finexia
Gestion Phocus
Groupe Natale
Harris Bolduc & Associés
Lacasse Financial Services
Mathieu Marcil, Pl.fin.
Myriad Private Wealth With Ia Private Wealth – Joseph Alfie
N.d.c. Services Financiers Inc.
Olivier Truchon Conseiller en Sécurité Financière
Pauls & Associates
Rothenberg Wealth Management
SV Taxes and Accounting
Sekure Payment Experts
Services Financiers Avie
Services Financiers Eric F. Gosselin
Services Financiers Ton Courtier
Stratéginc Groupe Financier
Taco Finance
The St-Georges Group
Émergence Cabinet de Services Financiers Inc.
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Gestion Phocus
(1)
Assurance Particuliers, Assurance Entreprise, Épargne et Placements
“Excellent service!”
i
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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...”
i
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Harris Bolduc & Associés
(2)
“Bolduc for the trust in our team, have a good summer!”
i
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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.”
i
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Pauls & Associates
(44)
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.”
i
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Dimitri Lappos - Wealth Management
(14)
Market
Financial
Advisor
“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
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
(3)
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.”
i
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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
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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.”
i
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Olivier Truchon Conseiller en Sécurité Financière
(50)
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.”
i
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Stratéginc Groupe Financier
(50)
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.”
i
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Financière AT - Gestion de Patrimoine
(45)
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.”
i
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Émergence Cabinet de Services Financiers Inc.
(48)
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...”
i
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Rothenberg Wealth Management
(47)
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.”
i
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SV Taxes and Accounting
(45)
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
(37)
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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Assuruni
(44)
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.”
i
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Taco Finance
(50)
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.”
i
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Finexia
(35)
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.”
i
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Groupe Natale
(27)
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“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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Services Financiers Avie Financial Services
(44)
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.”
i
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Mathieu Marcil, Pl.fin.
(30)
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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Lacasse Financial Services
(34)
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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Retirement Planning and Investment Management Services in La Prairie, QC Cost Estimates