Best Financial Advisors near Longueuil, QC

2 of these firms are based in Longueuil; the others serve Longueuil from towns including Montreal (4 km), Saint-Hubert (11 km) and Saint-Léonard (8 km).

3 open weekends · all 15 rated 4.5+

Data verified October 21, 2026

Groupe Financier Boulos

Groupe Financier Boulos

5.0 1 review
“Boulos family, an absolutely welcoming brokerage office!”
Since 1979
182 Rue Saint-Charles O
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London Life Insurance Company : Yun Tao Zhang

London Life Insurance Company : Yun Tao Zhang

West, 1111 Rue Saint-Charles O bureau 950
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Book onlineBook
Stratéginc Groupe Financier

Stratéginc Groupe Financier

5.0 50 reviews
“Stratéginc and Pascal offer us excellent service and sound advice for our investments and our needs which evolve over time.”
Since 2009
Saint-Bruno-de-Montarville, QC · 13 km from Longueuil
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

4.9 48 reviews
“Kevin is a person who understands our needs well and does excellent analysis.”
Montreal, QC · 4 km from Longueuil
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Rothenberg Wealth Management

Rothenberg Wealth Management

4.7 47 reviews
“Tina Patel is a great advisor who will be able to help you with your investments!”
Serves CanadaSince 1986Prices online
Westmount, QC · 8 km from Longueuil
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Pauls & Associates

Pauls & Associates

4.8 44 reviews
“I needed to file my tax returns and they were so incredibly helpful every step of the way - they made the process extremely easy for me, and were complete professionals.”
Since 2012
Montreal, QC · 4 km from Longueuil
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The 15 firms listed for Longueuil, 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: Longueuil, QC

The 15 firms on this page are rated from 4.6 to 5.0 across 1,097 reviews; 6 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (47%) and quality (33%). The topics that come up most in reviews of the firms on this page are "trust" and "patient". 3 are open on weekends. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 1997. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 14 list a public email and 4 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.

Why are financial advisers outside Longueuil listed here?

2 of the 15 firms are in Longueuil itself. The rest come from other towns within 15 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

Lacasse Financial Services

Lacasse Financial Services

4.9 34 reviews
“He is patient with my many questions, which helps increase my confidence in his skills and increases my knowledge of my portfolio.”
Serves Greater Montreal, QuebecSince 2014
Saint-hubert, QC · 11 km from Longueuil
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

5.0 44 reviews
“Alena, I want to express our gratitude to you for your professionalism and personal approach to our file, in finding the best conditions in the bank and completing documents in a short time.”
Speaks Français, Romanian
Saint-Lambert, QC · 4 km from Longueuil
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

5.0 33 reviews
“I can't explain the value that Enrique brought to us!!”
Since 2021
Saint-leonard, QC · 8 km from Longueuil
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Reei.ca

Reei.ca

5.0 32 reviews
“I just opened an account and Benjamin was very helpful.”
Since 2008
Montreal, QC · 4 km from Longueuil
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Book onlineBook
Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

5.0 24 reviews
“He is a planner who listens to our needs with good advice.”
Laval, QC · 19 km from Longueuil
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

4.9 22 reviews
“She is very attentive to the needs of her clients and remained available throughout the process, answering all my questions.”
Serves MontérégieSince 2019
Saint-hubert, QC · 11 km from Longueuil
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

5.0 18 reviews
“Alexandre is fast, knows his subjects very well and gives recommendations tailored to your needs!”
Since 2021
Saint-hubert, QC · 11 km from Longueuil
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

5.0 21 reviews
“Knowledgeable and professional, they will make sure you're well advised and most importantly comfortable with their recommendations.”
Montreal, QC · 4 km from Longueuil
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Lumos Services Financiers

Lumos Services Financiers

5.0 19 reviews
“The team is professional and attentive, reinforcing my confidence in them.”
Since 2019
Saint-leonard, QC · 8 km from Longueuil
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Why these companies made our list

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