Best Financial Advisors in La Prairie, QC

24 firms listed · 4 in La Prairie · 4 open weekends · 22 rated 4.5+

Data verified October 18, 2026

Gestion Phocus

Gestion Phocus

(1)
“Excellent service!”
Since 2007
545 Rue Saint-Georges, La Prairie, QC J5R 2N2
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Services Financiers Eric F. Gosselin

Services Financiers Eric F. Gosselin

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!”
Quebec Bar since 1982Since 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.

695 Taschereau Blvd, La Prairie, Quebec J5R 1V7
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
“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.”
Since 2018
Laval, QC · 27 km from La Prairie
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
“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.”
Since 2009
Saint-Bruno-de-Montarville, QC · 17 km from La Prairie
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The 24 firms listed for La Prairie, 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: La Prairie, QC

4 of the 24 firms we list are based in La Prairie; the other 20 serve La Prairie from towns including Montreal (11 km), Laval (27 km) and Saint-Hubert (11 km). 23 of the firms on this page have a rating, from 4.0 to 5.0 across 1,642 reviews; 12 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (52%) and quality (46%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "knowledge". 4 are open on Saturdays and 3 on Sundays. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 16 publish a contact page; 20 list a public email and 7 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.

Why are financial advisers outside La Prairie listed here?

4 of the 24 firms are in La Prairie itself. The rest come from other towns within 35 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
“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.”
Free consultationSpeaks French, ArmenianServes Laval, Greater MontrealSince 2020
Laval, QC · 27 km from La Prairie
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
“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...”
Montreal, QC · 11 km from La Prairie
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
“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.”
Serves CanadaSince 1986Prices online
Westmount, QC · 10 km from La Prairie
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Pauls & Associates

Pauls & Associates

(44)
“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.”
Since 2012
Montreal, QC · 11 km from La Prairie
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Taco Finance

Taco Finance

(50)
“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.”
Since 2020
Saint-Jean-sur-Richelieu, QC · 22 km from La Prairie
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Finexia

Finexia

(35)
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
Free consultationVirtual consultationsServes QuebecSince 2009
Saint-Jean-sur-Richelieu, QC · 22 km from La Prairie
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
“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!”
Se habla españolSince 2013
Dollard-des-Ormeaux, QC · 26 km from La Prairie
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Groupe Natale

Groupe Natale

(27)
“Highly recommended, you will not be disappointed!”
Free consultationSince 2018
Laval, QC · 27 km from La Prairie
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”
Since 2019
Saint-Bruno-de-Montarville, QC · 17 km from La Prairie
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
“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.”
Speaks Français, Romanian
Saint-Lambert, QC · 9 km from La Prairie
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Lacasse Financial Services

Lacasse Financial Services

(34)
“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.”
Serves Greater Montreal, QuebecSince 2014
Saint-hubert, QC · 11 km from La Prairie
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
“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.”
Since 2021
Saint-leonard, QC · 20 km from La Prairie
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Reei.ca

Reei.ca

(32)
“Very human and understanding.”
Since 2008
Montreal, QC · 11 km from La Prairie
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Services Financiers Conseils J & M Inc

Services Financiers Conseils J & M Inc

(49)
“Although we have dealt with other advisors for our insurance, we have always come back to Roger because he is very structured and has always given us sound advice.”
Saint-Jean-sur-Richelieu, QC · 22 km from La Prairie
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
“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.”
Laval, QC · 27 km from La Prairie
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
“We transferred all our funds from two other broker services, not only thanks to better returns, but thanks to exceptional service, truly personalized advice, as well as an annual review and a retirement plan that fits our reality.”
Serves MontérégieSince 2019
Saint-hubert, QC · 11 km from La Prairie
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
“Although this was only the free preliminary meeting, he took the time to answer all my questions, in clear and simple language and even showed me tools that I did not know (for taxes and for make a personal budget).”
Since 2021
Saint-hubert, QC · 11 km from La Prairie
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
“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!”
Montreal, QC · 11 km from La Prairie
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HomeWealth Management AdvisorsQuebecLa Prairie, QC

Why these companies made our list

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