Laval, QC

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Laval, QC
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Best Financial Advisors in Laval, QC

The highest-rated Financial Planning & Wealth Management companies out of 39 vetted & reviewed in the Laval area.

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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Insurance
  • Service
  • Patient
“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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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
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.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Specialist Degree
  • Trust
  • Benefits
“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.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Groupe Natale

Groupe Natale

(27)
Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“He was very available to answer my questions and provide me with the requested information.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
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.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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Veltista Financial Services

Veltista Financial Services

(19)
  • Patient
  • Needs
  • Professional
“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.”
1565 Bd de l'Avenir bureau 206, Laval, Quebec H7S 2N5
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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(17)
  • Strategy
  • Understanding
  • Honest
“Listens to my needs and always takes the time to explain strategies adapted to my financial reality in order to maintain the relationship of trust that has been built over the years!”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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Groupe Financier Mondial

Groupe Financier Mondial

(35)
  • Human
  • Financial Freedom
  • Dynamics
“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.”
4650 Boulevard des Laurentides Bureau 300, Laval, Quebec H7K 2J4
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3D Financial

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.”
In Business Since 2019
3080 Boul. le Carrefour bureau 500, Laval, Quebec H7T 2R5
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The Financial Independence Club

The Financial Independence Club

(11)
  • Information
  • Classes
  • Financial Literacy
“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...”
2572 Bd Daniel-Johnson 2nd Floor, Laval, QC H7T 2R3
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L'équipe VIP Services Financiers

L'équipe VIP Services Financiers

(8)
  • Bonjour
  • Monetary Investment
  • Strategy
“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.”
In Business Since 2009
2540 Bd Daniel-Johnson bur. 710, Laval, QC H7T 2S3
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Whitehaven

Whitehaven

(8)
  • Broker
“Thanks to the whole team!”
In Business Since 2013
1595 Bd Daniel-Johnson #300, Laval, Quebec H7V 4C2
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Martin Ragot Cpa, Cga, Pl. Fin.

Martin Ragot Cpa, Cga, Pl. Fin.

(7)
  • Patient
“Always very patient and courteous, he carefully explains all the important information for the good financial and accounting health of our organization.”
In Business Since 2018
T500, 3055 Blvd. Saint-Martin O, Laval, QC H7T 0J3
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Pinnacle Wealth Brokers

Pinnacle Wealth Brokers

(6)
  • Monetary Investment
“And what I really liked was how my representative Yves Blanchet took care to clearly explain to me all the options available to me and subsequently advised me well.”
In Business Since 2010
500 Blvd. Saint-Martin O #320, Laval, QC H7M 3Y2
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FD Comptabilité

FD Comptabilité

(2)
“A great company.”
Coupons & Offers
In Business Since 2015
405 Rue Félicien, Laval, QC H7P 3A9
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Les Entreprise CLS

Les Entreprise CLS

(6)
  • Service
  • Elle
“Impeccable service”
In Business Since 2017
2400 Rue Michelin, Laval, QC H7L 5C3
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Luc Chartrand Sentinel Financial Management

Luc Chartrand Sentinel Financial Management

(1)
Capital de Risque, MarchÉ DispensÉ, Contexte
“Polite , professional and shows a level of care that is becoming scarce in the industry …”
In Business Since 2016
73 Av. Léo-Lacombe, Laval, QC H7N 3Z2
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Robert Gagnon

Robert Gagnon

Services Aux Particuliers et Familles, Services Personnalisés, Services Aux Entreprises et Travailleurs Autonomes
“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...”
2200 Boul. le Corbusier Bureau 300, Laval, QC H7S 2C9
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Nathalie Brault

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.”
In Business Since 2009
400 Blvd. Saint-Martin O #305, Laval, QC H7M 3Y8
Featured

Parce qu’on est là pour vous aider à reprendre vos finances en main. nNos conseillers sauront non seulement vous guider vers la meilleure solution pour vous sortir de votre situation d’endettement, mais aussi vous suggérer, au besoin, de nouvelles habitudes quant à la gestion de vos finances personnelles.nCertains outils pratiques sont aussi disponibles en ligne (par exemple, consultez la section «services/outils et ressources» sur notre site web ou téléchargez les grilles budgétaires préparées par Protégez-vous en collaboration avec ACEF de l'Est de Montréal dans l’article ci-après). nContactez-nous, il nous fera plaisir d’en discuter davantage.

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Catena Solutions Financieres

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%”
1695 Boul. Laval #410, Laval, Quebec H7S 2M2
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Jean Brice Gestion de Patrimoine

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...”
3030 Bd du Curé-Labelle Suite 204, Laval, QC H7P 0H9
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Valeurs Mobilières Desjardins

Valeurs Mobilières Desjardins

(2)
Comptes et Gamme de Produits, Gestion de Patrimoine, Découvrir Les Produits et Services
“Where should I find my monthly report”
3055 Blvd. Saint-Martin O, Laval, QC H7T 2L1
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Richard Elias Clu, CFP

Richard Elias Clu, CFP

(3)
“Very knowledgeable, very professional and very attentive to details.”
In Business Since 2012
5909 Rue de Prince-Rupert, Laval, QC H7H 1C5
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Wealth Management | Arturo Saltarelli

Wealth Management | Arturo Saltarelli

(6)
“In the era of ubiquitous financial apps and artificial intelligence, it was hard for me to believe that there is a place for an honest and straightforward wealth management approach.”
545 Prom. Du Centropolis Bureau 200, Laval, Quebec H7T 0A3
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Retirement Planning and Investment Management Services in Laval, QC Cost Estimates

Minimum cost
$1247
Maximum cost
$10598
National Average
$3741
Avg Per Hour Rates
$375
$2494
$6858
Average price range is based on 350 cost profiles
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Average Cost $3741
Minimum cost $1247
Maximum cost $10598
Avg Per Hour Rates $375

Average range $2494 to $6858 is based on 350 cost profiles.

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Wealth Management Advisors near Laval

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