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Gosselin Gestion de Patrimoine Inc.
Ãpargne et Placement, Tous Les Services, Assurance Voyage
“Great service!”
Best Financial Advisors in Levis, QC
The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the Levis area.
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Investia Services Financiers Inc.
“My family has complete confidence in this company.”
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Capital Desjardins
“Very good working environment.”
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Gestion Financière 360 Inc.
Investissements, Collectifs, Protections
“Maintenant que vous êtes à la retraite, il est crucial de maintenir un plan financier rigoureux, d'actualiser régulièrement les valeurs de votre patrimoine, et d'élaborer une stratégie de succession efficace. L'accompagnement que notre cabinet, ADN, ...”
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Services Financiers Donald Lévesque Inc.
“I have complete confidence.”
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Groupe Financier Stratège
Régimes de Retraites Collectifs, Assurance Collective
“As a leader in the financial sector in Quebec, Stratège inc stands out for its innovative approach, its prudent investment management and its commitment to the financial success of its clients.”
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Groupe Financier Millénium Inc.
- Business
- Management
- Passion
“Very well explained”
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Blsf Services Financiers
- Meeting
- Tolerance
- Professionalism
“For several years Bernard has taken care of my affairs and my investments, I have always been very well served and I have been able to reap the best financial results thanks to his knowledge and professionalism.”
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Roy Métivier Roberge - Syndic Autorisé en Insolvabilité Québec
- Finance
- Shoulder
- Respect
“Napert in settling a file for me last Friday and above all asserting our rights and above all I highly recommend them thank you to the entire Roy Metivier Roberge team you do a good job”
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Steeve Perreault, Conseiller en Sécurité Financière
- Monetary Investment
- Service
“The partnership it establishes with several companies allows us to have access to competitive prices and to choose what suits us best according to our needs, whether it concerns life insurance, accident insurance, critical illness insurance, investme...”
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Jolicoeur Lapierre Gestion Financière
- Strategy
- Team
- Interest
“He provided us with excellent advice to carry out one of our projects, putting in place an effective strategy, supporting us throughout the process, checking in on a regular basis and making sure to refer us to professional professionals.”
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Votreconseiller.net
- Insurance
“Supported by a large insurance company (Investia - IA Financial Group), I transferred the management of a portion of my family's financial assets to Ian.”
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EK Plus
- Monetary Investment
- Insurance
- Service
“Thank you to the professionals at EK+ for supporting me with simplicity and professionalism in obtaining my life insurance as well as in the management of my investments!!”
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Groupe Mirador
- Team
- Work
- Service
“Jean-Georges himself is recognized as a leading authority in the field of finance; he is a person of integrity, analytical and rigorous, who understands the needs of his clients and guides them in this direction.”
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RGP Gestion de Patrimoine
- Service
“Very good follow-up of disability insurance files, thank you!”
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Desfossés / Goulet
- Service
“The best team for service, listening, advice and always available to answer our questions.”
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Pelletier Services Financiers
Placements, Assurance, Analyse
“Simply perfect service in addition to a wonderful and smiling team!”
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Jean-Maurice Vézina - Équipe Conseil en Planification Financière
“Excellent team who sincerely care about their customers, very professional.”
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Groupe Financier Thériault
Produits Collectifs, Produits Individuels
“It is always a pleasure to deal with professionals.”
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Trust Cabinet de Services Financiers
- Financial Advisor
“Nils was able to answer my questions and help me change my insurance for better coverage!”
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Gaignard & Associates
- Tax Laws
- Team
- Service
“Doing business with Gaignard and associates means doing business with a multidisciplinary, dynamic, highly specialized team with expertise in all areas of taxation.”
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C2 Services Financiers
Continuité Des Affaires, Conservation du Patrimoine, Parcours Entrepreneurial
“Ne manquez pas cette occasion de vous immerger dans l'univers de l'entrepreneuriat, d'apprendre des expériences vécues par ces innovateurs audacieux et de vous inspirer de leur succès. Restez à l'écoute pour découvrir les histoires captivantes qui se...”
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Labbe Lisette Planificateur
Investissement et Placement, Planification Financière, Assurance de Personnes
“Ma mission depuis plus de 30 ans, guider et accompagner les particuliers et les entrepreneurs qui sont soucieux de leurs finances. Comme planificatrice financière, c'est important pour moi de connaitre les préoccupations de mes clients et d'apporter ...”
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Sommet Groupe Financier
Assurance Personnelle, Investissements et Placements, Gestion Financière
“« M. Roy et son équipe ont repris la gestion du dossier assurance vie et invalidité de notre entreprise. Comportant de nombreuses polices leur analyse du dossier et leurs recommandations ont permis de maximiser les protections en place tout en réduis...”
Retirement Planning and Investment Management Services in Levis, QC Cost Estimates
Minimum cost
$1242
Maximum cost
$10555
National Average
$3726
Avg Per Hour Rates
$373
$2484
$6830
Average price range is based on
490 cost profiles
Why these companies made our list
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