Patrick Bernard, Conseiller en Sécurité Financière
“Très gentil, professionnel, nous guide vers les bons produits selon notre situation.”
Best Financial Advisors in Lévis, QC
15 firms listed · 5 in Lévis · 12 rated 4.5+
Data verified October 19, 2026
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Gestion Financière 360 Inc.
“Super service et grande compétences, j'ai toujours l'heure juste avec vos judicieux conseilles.”
Gosselin Gestion de Patrimoine Inc.
“Un excellent service, toujours disponible et qui connaît tellement bien ses dossiers!”
Capital Desjardins
Services Financiers Donald Lévesque Inc.
“J'ai toujours reçu un service de qualité, professionnel et personnalisé à ma réalité financière et à mes objectifs de vie.”
Groupe Financier Stratège
“I am delighted by the quality of the professional services offered, the courtesy as well as the plan proposed.”
The 15 firms listed for Lévis, QC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Lévis, QC
5 of the 15 firms we list are based in Lévis; the other 10 serve Lévis from Quebec City (2 km). The firms on this page are rated from 3.7 to 5.0 across 812 reviews; 2 have 50 or more reviews and 12 are rated 4.5 or higher. 7 have ten or more years of experience, the longest 30 years. We have a website on file for all 15 of the firms on this page; 9 publish a contact page; 11 list a public email and 3 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Lévis take financial planning bookings online?
3 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Jolicoeur Lapierre Gestion Financière
“A 360-degree financial advisory service of excellent quality thanks to good listening, great flexibility, simple communication and a lot of responsiveness.”
RGP Gestion de Patrimoine
“I have trusted Steeve for over 20 years: That says it all!!!”
Votreconseiller.net
“Bien content de faire affaire avec vous.”
Équipe Vézina - Cabinet en Planification Financière
“We feel listened to and the whole team is mobilized to answer our questions.”
Pelletier Services Financiers
“Simply perfect service in addition to a wonderful and smiling team!”
Finandicap
“François de chez Finandicap, m'a donné des très bons conseils et il est très professionnel.”
Nicolas Flaugere Conseiller en Sécurité Financière
“Very good service and a person dedicated to his customers always there for good advice”
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Nils Lavoix Trust Cabinet de Services Financiers
“Nils was able to answer my questions and help me change my insurance for better coverage!”
Gingras et Associés Cabinet de Services Financiers Inc.
“L'équipe est à l'écoute de nos besoins et prend le temps de répondre à nos questions.”
Why these companies made our list
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