Best Financial Advisors in Mirabel, QC
The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Mirabel area.
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“"Notre groupe se compose de plus de dix (10) compagnies dans le domaine de l'Agro-Alimentaire; détail, distributeur-grossiste, production agricole (États-Unis) et immobilier. Durant ces années, il a su travailler avec acharnement et être un "leader" ...”
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Aleza Finance
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Resulta
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“Nous pouvons apprendre à comprendre et à adapter notre comportement afin d'améliorer le pouvoir de notre communication. Basé sur la théorie du DISC, le comportement se mesure en 4 dimensions: la dominance, l'influence, la stabilité et la conformité. ...”
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Everest Financial Services
- Knowledge
- Future
- Needs
“Whether it be insurance, savings or any number of investment vehicles, Steven is able to help me select the product I need and, just as importantly, talk through what I don't need.”
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Annie Pelletier | Assurances et Investissements
- Service
- Understanding
“She was able to explain to me what I needed to prioritize to properly protect my children and she gave me tips for creating my budget to have an emergency fund and put money aside for studies.”
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Services Financiers Ton Courtier
- Insurance
- Team
- Quality
“Her ability to help me find insurance promptly and accurately, combined with her friendly and professional attitude, make her an exceptional collaborator.”
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M.i.a.g.e. Business Solutions
- Team
- Accounting
- Tax
“I want to appreciate MIAGE for providing execptional services to help us gain financial clarity and organize our financial documents to get the best results.”
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Dimitri Lappos - Wealth Management
- Portfolio
- Advisor
- Market
“I've been working with Dimitri for a couple of years now and he always has a smile on his face, takes the time to be sure I understand the complexities of the market, and has helped me at arrive at the place I want to be, portfolio wise.”
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Gascon Gestion de Patrimoine
- Financial Advisor
- Questions
- Team
“Professional and informed service, a trusted team”
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Liliana Danila - Financial Security Advisor Montreal
- Plan
- Budget
- Goals
“Danila assisted me choosing the best suitable solution for my needs, giving me the best advice and counseling, ensuring that I clearly understand all terms and conditions that I was not familiar with.”
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Alexandre Dupuis Services Financiers à Saint-Colomban
Reee, Assurance Vie, Celi
“Very professional, attentive to our needs and always ready to answer our questions!”
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Lachapelle Finances Intelligentes
- Team
- Service
“If you want someone competent and attentive to your needs… she's the one for you!!”
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Investamp
- Competent
- Service
- Team
“Mr Prévost is a trustworthy man and takes the time to explain all the details of the procedures with the aim of ensuring that customers fully understand the procedures undertaken.”
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GPS Équipe Conseil
- Service
“I had a lot of questions about insurance and investments and the advisor took the time to explain everything to me!”
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The St-Georges Group
- Team
“Darren goes above and beyond to take the time to explain my options, ensuring that I have a very good understanding of each, so that I can make the best decision that fits my short and long term goals.”
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FD Comptabilité
“A great company.”
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Quenneville Walsh Private Wealth Management of Raymond James
- Business
- Financial
“Would recommend to anyone looking to plan for their future and are curious about starting out or have experience and want to advance through investments.”
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K.D. Financial Services
“It's never been easier or more secure to file your income tax in the virtual space, thanks to secure/encrytped document tranfers and electronic filing.”
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Whitrod Leduc CPA
Personal Integrated Financial Planning, Corporate Financial Planning, Tax Planning
“As a business-owner, you know your business inside-out, but when it comes to tax reduction opportunities or tax traps you are undoubtedly looking for the appropriate advice. Let us help you meet your accounting and tax compliance requirements, organi...”
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Spencer Mancini Wealth Management / Gestion de Patrimoine
“I would not trust my finances with anyone else.”
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Tulett Matthews & Assoc
- Knowledge
“I have been a client for a number of years and for good reason: impartial advice, in depth knowledge and outstanding client service that goes well beyond simple investment.”
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Jean-Denis Giguère
“The old St Eustache is under reconstruction for 2 years.”
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Planification Financière FB
“He responded to my needs in a very professional and efficient manner.”
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Diane Alarie
Assurances, Financement, Épargne
“She responds very quickly, and offers sound advice according to our objectives.”
Retirement Planning and Investment Management Services in Mirabel, QC Cost Estimates
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