Mont-Royal, QC

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Mont-Royal, QC
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Best Financial Advisors in Mont-Royal, QC

The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Mont-Royal area.

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Pauls & Associates

Pauls & Associates

(44)
  • Income Tax
  • File
  • Review
“I had to fix an issue with a previous year tax return, and Shubhra was very helpful in explaining the details, and was very clear about what was needed to be done, and ensured the process went very smoothly.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(9)
Payroll Management Services, Tax Management Services, Financial Accounting and Management
“Wow KAD consultancy is an awesome place to do all ur taxes, accounting, payroll n all kinds of administrative work n also all areas of consultancy a business is required to be successful.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2017
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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Dimitri Lappos - Wealth Management

Dimitri Lappos - Wealth Management

(12)
  • Financial
“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.”
Licensed
Serving Mont-Royal Area
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Tax Planning, Retirement Planning, Investment Planning
“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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The St-Georges Group

The St-Georges Group

(7)
  • 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.”
Serving Mont-Royal Area
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Elan Accounting Services

Elan Accounting Services

(49)
Uber & Taxi Driver Income Tax Return, Tax Planning, Income Tax Return
“It was my first experience colaborating with Elan accounting services and they helped me alot, however I had some confusion regarding filling and then sending my tax return forms.”
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

Sekure Payment Experts

(46)
“To be honest i would rather have my teeth pulled than change my credit card processing company, but this is by far the best experience I have had in lowering my rates and having exceptional customer service.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2012
3 Place Ville Marie #200, Montréal, QC H3B
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Dettes.ca

Dettes.ca

(50)
  • Merger
  • Choice
  • Info
“I was quickly taken care of everything happened very quickly and everything was done in less than a week, I can finally breathe I strongly suggest for anyone who needs help”
3325 Bd de la Pinière, Terrebonne, QC J6X 4P7
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(48)
  • Insurance
  • Patient
  • Service
“Very professional, attentive to our needs, Always very available”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(46)
  • Cover
  • Professionalism
“I'm not personally comfortable with investments and money in general, but my brother Keven took the time to explain and guide me through the different options available to me.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Mom
  • Receptionist
  • Knowledge
“They so much appreciated the very helpful and thoughtful interactions they had with Ms Tina Patel, so much so that they deliberately went to the offices for any transactions they needed to undertake.”
Transparent Fees & Pricing
Serving Mont-Royal Area
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(39)
Placements, Assurances, Planification Fiscale
“Professional, dedicated and committed to meeting our objectives, André has in-depth market and product expertise, analytical skills as well as a keen sense of market-synchronized investments.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(42)
  • Knowledge
  • Needs
  • Insurance
“Financial plans are much like tailor made suits, and Steve always makes sure that the plans he creates for his clients are well fitted for their personnal, professional and family goals.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Moon Tax Services

Moon Tax Services

(50)
  • Efficient
  • Expertise
  • Questions
“One of the best experience I had with an accoutant in a very long time, has excellent knowledge of not only taxes filed withen Canada but overseas as well.”
In Business Since 1997
740 Mnt Montrougeau, Laval, QC H7P 5K4
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(40)
  • House
  • Professionalism
  • Mortgage
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
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Annie Pelletier | Assurances et Investissements

Annie Pelletier | Assurances et Investissements

(50)
  • Trust
  • Stars
  • Service
“Rarely have we seen a person so dedicated, taking the happiness of families so seriously and who is so invested in ensuring that each of his clients, whether wealthy or not, can have access to so much information.”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Reei.ca

Reei.ca

(39)
  • Explanation
  • Documents
  • Questions
“We were supported, advised, reassured and accompanied with kindness and professionalism in this administrative maze which causes too many parents to abandon the steps (or never take them!”
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(38)
  • Monetary Investment
  • Strategy
  • Service
“Professional and courteous service, always available to answer my questions, I have an action plan tailored perfectly for me, Thank you very much and I strongly refer you!!!”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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SV Taxes and Accounting

SV Taxes and Accounting

(37)
  • Price
  • Company
  • Advice
“The level of professionalism and exceptional attitude of this team allow me to refer all my colleagues and those around me to this reference knowing that your experience will always be excellent.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
Solutions D'assurances, Solutions Financières
“His customer service is excellent, in particular thanks to the diligent follow-ups from him and his team (Special mention to Camille with whom I communicate a lot 🫶🏼).”
In Business Since 2021
Serving Mont-Royal Area
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Groupe Natale

Groupe Natale

(27)
Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“Natale and his entire administrative team are always available to answer our questions.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Planification Financière, Planification Pour Entreprises, Tarification
“He was not only interested in the professional side, but also on the personal level to be sure to give me a personalized service that meets my needs and those of my family.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Assuruni

Assuruni

(29)
  • Home Insurance
  • Professional
  • Car
“I've been working with Aiman Alameddine for a couple of years referring clients to him for auto and home insurance, he has taken good care of them from start to finish and has again come through for me with my auto insurance.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Trust
  • Monetary Investment
  • Questions
“He took the time to listen to us, to clearly establish our needs based on the objectives we have and thus be able to make a detailed and precise plan for the entire year!!”
In Business Since 2014
Serving Mont-Royal Area
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Retirement Planning and Investment Management Services in Mont-Royal, QC Cost Estimates

Minimum cost
$1199
Maximum cost
$10190
National Average
$3597
Avg Per Hour Rates
$360
$2398
$6594
Average price range is based on 414 cost profiles
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Average Cost $3597
Minimum cost $1199
Maximum cost $10190
Avg Per Hour Rates $360

Average range $2398 to $6594 is based on 414 cost profiles.

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Wealth Management Advisors near Mont-Royal

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