L'Assomption, QC

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L'Assomption, QC
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Best Financial Advisors in L'Assomption, QC

The highest-rated Financial Planning & Wealth Management companies out of 61 vetted & reviewed in the L'Assomption area.

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Dettes.ca

Dettes.ca

(50)
  • Elle
  • Professionalism
  • Info
“I would like to highlight the excellent work and service of Daisy Bernier, during the process she answered all my questions and did not pass any judgment on my situation, everything was clear without pressure, very kind and professional!”
In Business Since 2004
3325 Boulevard de la Pinière, Terrebonne, Quebec J6X 4P7
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Budget personel en ligne Le budget est l'étape de base pour connaître vos dépenses mensuelles. Cet outil vous permettra de prioriser les dépenses nécessaires et de couper le superflus! Nous vous offrons la possibilité de faire votre budget personnel rapidement en ligne gratuit et de recevoir vos résultats par courriel. Il est recommandé de réviser votre budget mensuellement afin d’économiser de l’argent, payer vos dettes et réaliser vos plus grands rêves.

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Rivard

Rivard

(37)
  • Service
  • Team
  • Strategy
“The range of products offered is incredible, the expertise of the advisors is worth gold and they introduced me to enormous opportunities that I had never heard of despite the fact that I had already met an advisor at my bank.”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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Monarque Conseil

Monarque Conseil

(17)
  • Service
  • Life
  • Availability
“I have been a client of Céline Paret for several years for my RRSP and CElI investments, Céline who prepared and validated my retirement plan, I am now retired and as planned everything is perfect, Céline communicates regularly and Follow-ups on what...”
In Business Since 2015
577 Rue Notre-Dame Suite 216, Repentigny, QC J6A 2T6
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Assante Équipe Baillargé

Assante Équipe Baillargé

(2)
Clientèle Privée, Gestion Des Investissements, Protection D’assurance
“A professional team, passionate and present for its customers.”
In Business Since 2020
411 Rue Notre-Dame #302, Repentigny, QC J6A 2T2
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Kapitalgp

Kapitalgp

(2)
Protections ET Assurances, Planification Successorale, Planification Retraite
“A dynamic team with whom you feel guided and well informed!”
201 Avenue Hotel Dieu, Sorel-Tracy, Quebec J3P 1M5
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Gestion Phocus

Gestion Phocus

(1)
Assurance Particuliers, Épargne et Placements, Assurance Entreprise
“Excellent service!”
In Business Since 2007
545 Rue Saint-Georges, La Prairie, QC J5R 2N2
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Daniel Binet Notaire

Daniel Binet Notaire

(3)
  • Service
  • Price
“The time required to have an appointment was very short and for the signature it only took a few working days before the document was ready.”
In Business Since 2018
112 Pl. Jean-Baptiste-Fonteneau, Terrebonne, Quebec J6V 1K4
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Assante Division Perspective

Assante Division Perspective

(2)
“Super professional service, I recommend for their personalized approach, thank you Mr.”
In Business Since 2016
467 bureau 201, Rue Notre-Dame, Repentigny, QC J6A 2T3
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Groupe Conseil Bardier

Groupe Conseil Bardier

“Nous analysons votre renouvellement, comparons vos frais à ceux du marché et comparons la générosité de vos couvertures à celles du marché. Notre offre vous permet de générer des économies importantes à court et à long terme, assure un service de qua...”
In Business Since 2016
266 Boul. Brien, Repentigny, QC J6A 6V2
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Sterling TSS Corporate Financing

Sterling TSS Corporate Financing

“Fort de son expérience en crédit-bail et en financement corporatif, Sterling TSS Financement Corporatif inc., de concert avec de nombreux partenaires, exploite une entreprise prospère et novatrice en tant que fournisseur de services complets pour tou...”
In Business Since 2007
9812 Bd du Golf, Anjou, QC H1J 2Y7
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Planification Fiscale Simon Rivest - Fiscaliste Joliette

Planification Fiscale Simon Rivest - Fiscaliste Joliette

(3)
“Explained to me what he did and helped me get organized when I became self-employed.”
In Business Since 2014
Serving L'Assomption Area
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Finances Au Feminin

Finances Au Feminin

(1)
“Jo-Anne's mission is to improve the financial security of women by offering them financial advice adapted to their family and financial situation.”
In Business Since 2008
15500 Sherbrooke St E #271, Montreal, Quebec H1A 5V2
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Gestion Lange

Gestion Lange

(1)
“Fast, efficient, very intelligent and above all: very funny!”
In Business Since 2012
Serving L'Assomption Area
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Alexandra Deschamps Notaire

Alexandra Deschamps Notaire

(10)
“Competent, human and professional, she knows how to explain the complexities of the law in a simple way!”
Serving L'Assomption Area
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Groupe Financier BCL

Groupe Financier BCL

“Parmi les étapes importantes de votre vie, plusieurs vous font grandir, apprendre et vivre des moments exceptionnels. Afin de vous assurer de tirer le maximum de chacune d'elles, avoir recours à un conseiller d'expérience peut faire toute la différen...”
In Business Since 2009
574 Rue St Viateur #103, Joliette, QC J6E 3B6
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Les Gars de la Finance

Les Gars de la Finance

“Le défi d'aujourd'hui, le temps ET l'argent. Avec de bonnes stratégies, c'est possible d'avoir plus sans vous épuiser! Parce que le plus important c'est d'avoir la qualité de vie à la hauteur de vos attentes et pouvoir profiter des petits moments san...”
201 Avenue Hotel Dieu suite 201, Sorel-Tracy, QC J3P 1M5
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Le Groupe Financier du Boisé

Le Groupe Financier du Boisé

“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 2020
1495 Bd le Bourg Neuf #15, Repentigny, Quebec J5Z 0G1
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Planif-Globale

Planif-Globale

“À la suite d'un examen attentif de vos finances, je serai en mesure de déterminer les bonnes actions à entreprendre pour faire fructifier votre portefeuille. Mon expertise dans le domaine vous garantit les meilleures avenues à explorer pour rentabili...”
In Business Since 2018
818 Rue Notre-Dame Bureau 215, Repentigny, QC J5Y 1B7
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Partenaires Alpha IPC Valeurs Mobilières Benoît Beaumont

Partenaires Alpha IPC Valeurs Mobilières Benoît Beaumont

In Business Since 2012
Serving L'Assomption Area
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Caroline Dame

Caroline Dame

“J'ai toujours vu l'humain et ses préoccupations de vie prendre le dessus sur les chiffres ! Durant les 15 dernières années en services financiers, ce sont mes propres expériences de vie qui ont tracé le chemin à servir ma clientèle dans une approche ...”
In Business Since 2021
Serving L'Assomption Area
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Service Financier Pierre Labreche

Service Financier Pierre Labreche

(3)
“He was able to guide us through all the steps leading to the acquisition of a first property, within an impressive time frame.”
Serving L'Assomption Area
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Marie Hélène Archambault

Marie Hélène Archambault

Serving L'Assomption Area
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Les Services Financiers Paul Dupuis

Les Services Financiers Paul Dupuis

“En tant que conseiller, vous avez accès à plus de 25 institutions financières et compagnies d'assurance, des conseils techniques, fiscaux et en tarification pour vos dossiers clients, des outils d'analyse et de conformité, de la formation diversifiée...”
In Business Since 2000
784 Rue Notre-Dame, Repentigny, Quebec J5Y 1B6
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Investment Planning, Retirement Planning, Estate and Insurance 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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Retirement Planning and Investment Management Services in L'Assomption, QC Cost Estimates

Minimum cost
$1202
Maximum cost
$10215
National Average
$3606
Avg Per Hour Rates
$361
$2404
$6610
Fair price range is based on 365 cost profiles
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Average Cost $3606
Minimum cost $1202
Maximum cost $10215
Avg Per Hour Rates $361

Fair range $2404 to $6610 is based on 365 cost profiles.

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