“My good advice for my daughter's life insurance, very satisfied!”
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Financière AT - Gestion de Patrimoine
(39)
Planification Fiscale, Placements, Gestion de Patrimoine
“Professional, dedicated and committed to meeting our objectives, André has in-depth market and product expertise, analytical skills as well as a keen sense of market-synchronized investments.”
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Moon Tax Services
(50)
Knowledge
Expertise
The Moon
“One of the best experience I had with an accoutant in a very long time, has excellent knowledge of not only taxes filed withen Canada but overseas as well.”
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SV Taxes and Accounting
(37)
Advice
Price
Questions
“The level of professionalism and exceptional attitude of this team allow me to refer all my colleagues and those around me to this reference knowing that your experience will always be excellent.”
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Groupe Natale
(27)
Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“I highly recommend Gennaro and Palma to anyone wanting to achieve better financial outcome.”
Planification de Retraite, Planification Financière, Gestion de Portefeuille
“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.”
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Whitehaven
(8)
“Thanks to the whole team!”
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Veltista Financial Services
(15)
Insurance
Family
Company
“He took the time to clearly target my objectives and explain my options, to reassure me and above all, he takes the time to follow up and is always available to answer my questions.”
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The Financial Independence Club
(11)
Insurances, Tax Planning, Budget Development
“Haven't submit my Tax for last 2 years since my previous accountant really messed it up and I ended owing Gov alot, After much hesitant reached out to Rene on Social Media, He seems very efficient, went trough my documents carefully and made my submi...”
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Groupe Financier Mondial
(35)
Company
Life
Strategy
“On the other hand, following a few meetings, she was able to make a big difference in my life in terms of good habits to adopt, the use of existing products and especially how to use them in my personal situation.”
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3D Financial
(9)
Wealth Management, Financial Planning, Insurance
“Having both Sophie and Scott manage my RRSPS for the last 21 years, I can say without a doubt that entrusting my Retirement Porfolio with 3D Financial was a great decisison.”
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Canadian Wealth Creation Centre
(10)
“And, Michael, the « Excel » guy, the « Master of ceremony », thank you for your dedication in helping your dad and mom help other people in becoming wealthy and happy!”
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L'équipe VIP Services Financiers
(8)
Monetary Investment
“It helps me with both my personal and professional finances, whether in terms of my TFSA, my personal RRSPs or the RRSPs that I have set up for my employees and my company's investments.”
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Espace Finance, Cabinet de Services Financiers
(8)
“He takes the time with his clients and makes sure to follow up!”
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Pinnacle Wealth Brokers
(6)
“Excellent investment product.”
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FD Comptabilité
(2)
“A great company.”
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Martin Ragot Cpa, Cga, Pl. Fin.
(5)
“He adapts well to the particularities of my situation and always answers my questions clearly and precisely.”
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Nathalie Brault
(4)
“We had done business in the past with Raymond-Chabot and we were really treated like numbers, which contrasts greatly with the impeccable service of Nathalie Brault Syndic.”
“Robert Gagnon inc. est un cabinet de services financiers indépendant, fondé en 1997. Sa mission première est d'amener le client à prendre conscience de ses objectifs, d'élaborer un plan financier et des stratégies personnalisées pour y parvenir, tout...”
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McLean Capital
(3)
“Very good listening and good advice.”
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Comptacomptable
(1)
“He has extensive experience in the financial field, which is reassuring for everyone who is not a specialist in the field.”
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Catena Solutions Financieres
(1)
“A warm welcome, they take the time to explain to you and listen to your needs, very professional, I recommend it 100%”
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Jean Brice Gestion de Patrimoine
“Nous utilisons tous les outils à notre disposition pour assurer votre sécurité financière et vous permettre de bâtir une vie agréable pour votre famille. Nous sommes entièrement indépendants et n'avons aucune obligation de représenter certains produi...”
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Retirement Planning and Investment Management Services in Laval, QC Cost Estimates