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Gosselin Gestion de Patrimoine Inc.
“Great service!”
Best Financial Advisors in Lévis, QC
24 firms listed · 5 in Lévis · 1 open weekends · 21 rated 4.5+
Data verified October 19, 2026
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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.
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Services Financiers Donald Lévesque Inc.
“I have complete confidence.”
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Groupe Financier Stratège
- Team
- Integrity
- Work
“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.”
The 24 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 24 firms we list are based in Lévis; the other 19 serve Lévis from Quebec City (2 km). 22 of the firms on this page have a rating, from 3.7 to 5.0 across 772 reviews; 5 have 50 or more reviews and 21 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (100%), responsiveness (52%) and quality (48%). 1 is open on weekends. 10 have ten or more years of experience, the longest 30 years. We have a website on file for all 24 of the firms on this page; 14 publish a contact page; 19 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 24 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.
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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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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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Hubert Rancourt Laterreur, CPA - Services Financiers
- Insurance
“It saved me several hundred dollars in taxes!”
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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
“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
“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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Services Financiers Primerica
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Sommet Groupe Financier
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Labbe Lisette Planificateur
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Gingras et Associés Cabinet de Services Financiers Inc.
Retirement Planning and Investment Management Services in Lévis, 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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