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.

Services Financiers Eric F. Gosselin

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...”
In Business Since 2000
1650 Chem. de Saint-Jean, La Prairie, QC J5R 0J1
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Harris Bolduc & Associés

Harris Bolduc & Associés

(2)
“Bolduc for the trust in our team, have a good summer!”
In Business Since 2007
30 Taschereau Blvd, La Prairie, Quebec J5R 5H7
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N.d.c. Services Financiers Inc.

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.”
695 Taschereau Blvd, La Prairie, Quebec J5R 1V7
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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(9)
Business Management Tools, Financial Accounting and Management, Payroll Management Services
“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.”
In Business Since 2017
Transparent Fees & Pricing
Remote Consultations Available
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

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.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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Elan Accounting Services

Elan Accounting Services

(49)
Non-Residence Filing, Income Tax Return, Uber & Taxi Driver Income Tax Return
“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.”
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

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.”
In Business Since 2012
Transparent Fees & Pricing
Remote Consultations Available
3 Place Ville Marie #200, Montréal, QC H3B
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(48)
  • Service
  • Insurance
  • Patient
“Thank you very much for all your help and advice :)”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(46)
  • Professionalism
  • Cover
“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...”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Team
  • Portfolio
  • Needs
“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.”
Transparent Fees & Pricing
Serving La Prairie Area
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Pauls & Associates

Pauls & Associates

(44)
  • Price
  • Questions
  • Review
“I highly recommend their accounting services, I have been doing business with them for several years and I have managed to save a lot of time and money by entrusting them with my taxes.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(39)
Planification de la Retraite, Gestion de Patrimoine, Planification Fiscale
“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.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(40)
  • Questions
  • Mortgage
  • House
“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.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
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Finexia

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.”
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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Reei.ca

Reei.ca

(39)
  • Merger
  • Service
  • Trust
“They explained it to me well and took the time to answer me, which for me is complicated but confirmed to me that there will be people for each step to help you and in addition for a program that I don't know.”
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(38)
  • Team
  • Service
  • Popular Science
“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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SV Taxes and Accounting

SV Taxes and Accounting

(37)
  • Accountant
  • Questions
  • Advice
“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.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
Solutions Financières, Solutions D'assurances
“Regardless of your initial knowledge in portfolio optimization, TÙS Gestion de Patrimoine will be able to serve you professionally by meeting your consumer needs.”
In Business Since 2021
Serving La Prairie Area
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Groupe Natale

Groupe Natale

(27)
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“Highly recommended, you will not be disappointed!”
In Business Since 2018
Free Initial Consultation
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Mathieu Marcil, Pl.fin.

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.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Assuruni

Assuruni

(29)
  • Service
  • Car
  • Price
“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.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Lacasse Financial Services

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.”
In Business Since 2014
Serving La Prairie Area
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
Assurances de Personnes, Planification Financière, Planification de Retraite
“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.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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DV Consultation S.e.n.c.r.l

DV Consultation S.e.n.c.r.l

(28)
Évaluation D'entreprises, Modélisation, Plan D'affaires et Budget
“Answer all questions well and clearly.”
In Business Since 2015
1040 Rue du Lux suite 410, Brossard, QC J4Y
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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
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Average Cost $3624
Minimum cost $1208
Maximum cost $10266
Avg Per Hour Rates $363

Fair range $2416 to $6643 is based on 393 cost profiles.

Why these companies made our list

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