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.

Gestion Phocus

Gestion Phocus

(1)
Assurance Particuliers, Assurance Entreprise, Épargne et Placements
“Excellent service!”
In Business 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

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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Pauls & Associates

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.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Dimitri Lappos - Wealth Management

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.”
Licensed
Serving La Prairie Area
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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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The St-Georges Group

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.”
Serving La Prairie Area
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Sekure Payment Experts

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.”
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

(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.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Stratéginc Groupe Financier

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.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Financière AT - Gestion de Patrimoine

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.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Émergence Cabinet de Services Financiers Inc.

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...”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Rothenberg Wealth Management

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.”
Transparent Fees & Pricing
Serving La Prairie Area
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SV Taxes and Accounting

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.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Elan Accounting Services

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.”
In Business Since 2019
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Assuruni

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.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Taco Finance

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.”
In Business Since 2020
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
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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.”
In Business Since 2009
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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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
“Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2018
Free Initial Consultation
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • 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!”
In Business Since 2013
Serving La Prairie Area
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Services Financiers Avie Financial Services

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.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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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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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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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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