Outremont, QC

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Outremont, QC
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Best Financial Advisors in Outremont, QC

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Outremont area.

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Équipe Major Gestion Privée | Assante

Équipe Major Gestion Privée | Assante

(16)
  • Service
  • Monetary Investment
“All of the services offered, including financial management, retirement planning, wealth management, insurance coverage recommendations, processing of tax returns, review of wills and incapacity mandates ensure that all these elements are taken into ...”
In Business Since 2009
1225 Bernard Ave, Outremont, Quebec H2V 1V7
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John Michalopoulos - BMO Financial Planner

John Michalopoulos - BMO Financial Planner

1554 Ave Van Horne, Outremont, Quebec H2V 1L5
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Stuart Investment

Stuart Investment

“Stuart est un courtier en valeurs mobilières canadien indépendant, autorisé à agir en tant qu' intermédiaire financier dans le cadre du Programme Immigrant Investisseur du Québec (PIIQ), Stuart est membre de l'Organisme Canadien de Réglementation du ...”
In Business Since 2007
1035 Av. Laurier O, Outremont, QC H2V 2L1
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Investment Planning, Corporate Planning, Tax 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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Tulett Matthews & Assoc

Tulett Matthews & Assoc

(2)
  • Knowledge
“They always treat us like family and take the time to answer our questions, walk us through the projections, and help us to better understand where we are and what we need to do to reach our goals as a family.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
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Sekure Payment Experts

Sekure Payment Experts

(44)
“Amanda Jessica Motter is my POC at Sekure merchant service and she is very excellent and always trying to help customer with loyalty, patients and with low cost.”
In Business Since 2012
Transparent Fees & Pricing
Remote Consultations Available
3 Place Ville Marie #200, Montréal, QC H3B
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Trust
  • Meeting
  • Proactive
“He was able to adapt the strategies proposed according to the evolution of our needs and the explanations of the different options are clear, which allows us to make informed choices.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Service
  • Honest
  • Insurance
“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
Planification Fiscale, Gestion de Patrimoine, Planification Successorale
“I've got a privilege to meet Mr Andre Tcholakian, 3 years ago and I'm proud of his amazing work and dedication as my financial advisor and for my family as well, very professional and competent a great human being.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
  • Financial
  • Professionalism
  • Explanation
“He is a responsible and professional agent who was able to, in a few words, give me the information relevant to my achievements, but also provide me with answers to questions and an understanding of the financial uncertainty that we are currently exp...”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Everest Financial Services

Everest Financial Services

(48)
  • Goals
  • Confident
  • Expertise
“Steven had encouraged us to purchase critical illness insurance (which in all honesty I did begrudgingly) and it turned out to be best decision we ever made.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Specialist Degree
  • Benefits
  • Personal Financial
“In addition, the owner of SV Taxes and Accounting provides updates to the clients throughout the year on all latest development in tax and other laws, allowing to take advantage of any new benefits offered by the federal and provincial governments.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Elan Accounting Services

Elan Accounting Services

(37)
Income Tax Return, Gst/Qst Services, Uber & Taxi Driver Income Tax Return
“Working with Elan Accounting Services Inc was not only hassle-free, but it also provided me with peace of mind knowing that my financial matters were being handled by true professionals.”
In Business Since 2019
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Business
  • Google Account
  • Telephone
“Mylène was very informative and helpful as she took the time to explain each investment in my portfolio and the best strategies that I can benefit from.”
Transparent Fees & Pricing
Serving Outremont Area
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Assuruni

Assuruni

(44)
  • Information
  • Money
  • Couple
“What an amazing service by my broker Aiman Allameddine, after having a water damage at my house last Friday due to the severe weather and after the insurance sent the crew to take care of the problem which never happened, Saturday after noon the wate...”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Pauls & Associates

Pauls & Associates

(44)
  • Communication
  • Future
  • Family
“I appreciate how simple the process has been from A to Z as well as the recommendation he made for me to get a bigger return (even if in my case, I chose not to proceed with).”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Annie Pelletier | Assurances et Investissements

Annie Pelletier | Assurances et Investissements

(50)
  • Stars
  • Concept
  • Myriad
“Being a fervent fan of beer and seeing that the majority of my budget was spent on it, Annie simply advised me to stick to Coors Light for a while since it is cheaper”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Dettes.ca

Dettes.ca

(50)
  • Sleep
  • Fear
  • Explanation
“I would like to highlight the excellent work and service of Daisy Bernier, during the process she answered all my questions and did not pass any judgment on my situation, everything was clear without pressure, very kind and professional!”
In Business Since 2004
3325 Boulevard de la Pinière, Terrebonne, Quebec J6X 4P7
Featured

COMMENT RÉGLER MES DETTES D’IMPÔT AU QUÉBEC ? Avez-vous d’énormes dettes d’impôt qui vous tirent vers le bas et pour lesquelles vous chercher la meilleure solution ? Si la réponse est oui, sachez que vous êtes loin d’être seul. Il est très commun de voir les Canadiens aves des dettes fiscales. Si vous vous retrouvez dans une pareille situation, calmez-vous, il n’y a pas de place à l’affolement. Plusieurs options s’offrent à vous. Cet article va vous donner la marche à suivre pour vous sortir d’un tel bourbier.

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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • Prices
  • Information
  • Understanding
“I found really hard to find a valuable support when you are searching for a life insurance, buy lucky me, Augusto Pascuas was very understanding during the whole process, questions were answered, and the most important, he worked at our own rhythm.”
In Business Since 2013
Serving Outremont Area
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Groupe Natale

Groupe Natale

(27)
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“They have provided exceptional service in making the implementation of our group insurance plan as effortless as possible.”
In Business Since 2018
Free Initial Consultation
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • Heart
  • Mortgage
  • Questions
“I want to encourage everyone who want to buy a house to contact Aliona Cozari , as she would be able to answer all your questions and advise what are the steps that have to be taken to be able to have your dream house.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Questions
  • Trust
  • Monetary Investment
“I am quite familiar with how the TFSA works but I liked the fact that it can be transferred to the surviving spouse without affecting their maximum allowed and still with tax-free returns.”
In Business Since 2014
Serving Outremont Area
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Tarification, Planification Financière, Planification Pour Entreprises
“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Future
  • Adaptive Expertise
  • Wallet
“If you are looking for an advisor who listens, who is professional and who really cares about your development, look no further, Enrique is the advisor you need!”
In Business Since 2021
Serving Outremont Area
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Retirement Planning and Investment Management Services in Outremont, QC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 296 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 296 cost profiles.

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Wealth Management Advisors near Outremont

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