Best Financial Advisors in Pierrefonds, QC

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Pierrefonds area.

Tulett Matthews & Assoc

Tulett Matthews & Assoc

(2)
  • 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.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Honest
  • Insurance
  • Patient
“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 Successorale, Placements, Assurances
“He has been constantly working with me on my portfolios with regular changes based on the market fluctuations in perfect alignment with my risk tolerance.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(48)
  • Confident
  • Expertise
  • Needs
“His expertise, professionalism and personalized approach have greatly benefited my financial goals, providing me with peace of mind and confidence in my family's financial future.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Google Account
  • Telephone
  • Team
“Margaret has been a pleasure to deal with and Responds to all my Requests and Questions in a Timely Manner She is A pleasure to deal with and I Would Highly Recommend.”
Transparent Fees & Pricing
Serving Pierrefonds Area
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Elan Accounting Services

Elan Accounting Services

(37)
Gst/Qst Services, Uber & Taxi Driver Income Tax Return, Accounting and Bookkeeping
“A very organized, detailed and responsive collection, I am happy to meet you and for three years I have been introducing and recommending you to everyone with ease and pride.”
Transparent Fees & Pricing
In Business Since 2019
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Benefits
  • Personal Financial
  • 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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Pauls & Associates

Pauls & Associates

(44)
  • Future
  • Family
  • Team
“As a newcomer to Canada, my first tax return seemed daunting but with Pauls and Associates guidance and patience my return was submitted effortlessly on my part.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Assuruni

Assuruni

(44)
  • Money
  • Couple
  • Merger
“I fully recommend him (BTW he turnaround a not so good experience that I had with one agent to the great one, and this rating is just because of his and only his professional and quality service)”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Groupe Financier Signature

Groupe Financier Signature

(42)
  • Team
  • Insurance
  • Company
“My advisor Alexandre Bergeron took the time to explain to me in detail all my possible retirement options and also presented me with all the products offered by Groupe Signature (insurance, mortgage, etc.”
In Business Since 2018
83 Rue Champlain, Salaberry-de-Valleyfield, QC J6T 1W4
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Annie Pelletier | Assurances et Investissements

Annie Pelletier | Assurances et Investissements

(50)
  • Concept
  • Myriad
  • Facebook
“My experience with Annie was exceptional, she took the time to explain all the concepts and products to me in detail and answered my questions in a very professional manner.”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • Information
  • Understanding
  • Quality
“My wife had called to have a car policy and we had excellent help from Sandra Moreno, but I also wanted to add a room policy and the service I received was of high quality.”
In Business Since 2013
Serving Pierrefonds 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
“He made sure that we understood all the little details, explained everything to us, he went above and beyond.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Icjc Valleyfield

Icjc Valleyfield

(43)
  • Government
  • Date
  • Office
“Very very satisfied with my accountant Janick Cousineau fast service nothing to say and even that she helps me to open my own business wow thank you again Janick 🥰☺️ …”
In Business Since 2021
106 Rue du Marché, Salaberry-de-Valleyfield, QC J6T 1P7
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Adaptive Expertise
  • Wallet
  • Labor
“Enrique is a friend above all and behind this friendship is a hard-working, professional and above all integrated man in the work he does and in everyday life.”
In Business Since 2021
Serving Pierrefonds Area
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
Planification de Retraite, Gestion de Portefeuille, Assurances de Personnes
“I am more than satisfied with the results, he supported me in developing a solid plan to achieve financial independence much sooner than I would have thought possible.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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Montreal Financial

Montreal Financial

(36)
  • Personal Tax
  • Couple
  • Knowing
“I was very happy with my consultation with Ronika, she was organized and able to answer all my questions, as well as covering many topics that I hadn't thought of.”
Licensed
4615 Marcil Ave, Montreal, Quebec H4A 3A2
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Veltista Financial Services

Veltista Financial Services

(19)
  • Company
  • Professional
  • Life Insurance
“He took the time to clearly target my objectives and explain my options, to reassure me and above all, he takes the time to follow up and is always available to answer my questions.”
1565 Bd de l'Avenir bureau 206, Laval, Quebec H7S 2N5
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Lumos Services Financiers

Lumos Services Financiers

(19)
  • Monetary Investment
  • Insurance
“I purchased my life insurance policy with Lumos in addition to letting them manage my personal investments and I am very satisfied with the results and the service provided, a modern and professional team.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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M.i.a.g.e. Business Solutions

M.i.a.g.e. Business Solutions

(18)
  • Accounting
  • Team
  • Tax
“I would like to express my gratitude to Mahtab and her team for their outstanding business acumen and unwavering commitment to providing timely and efficient customer service.”
In Business Since 2007
6600 Trans-Canada Hwy, Pointe-Claire, Quebec H9R 4S2
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Bureau DE Credit

Bureau DE Credit

(24)
  • Company
  • Emails
  • Financial
“Very satisfied with the customer service, I spoke to Alex, he took the time to explain to me and even gave me valuable information to maintain a good credit score.”
In Business Since 2019
Serving Pierrefonds Area
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Magnolia Gestion - Groupe Financier

Magnolia Gestion - Groupe Financier

(14)
  • Popular Science
  • Jargon
  • Life
“Personalized service, an advisor who really cares about my needs, who is available and always on the lookout for the best strategies to advise me adequately and what's more, he is good company!”
Remote Consultations Available
In Business Since 2022
Serving Pierrefonds Area
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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(17)
  • Proactive
  • Honest
  • Team
“Listens to my needs and always takes the time to explain strategies adapted to my financial reality in order to maintain the relationship of trust that has been built over the years!”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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ImpÔt MontrÉal - DG

ImpÔt MontrÉal - DG

(17)
  • Price
“In a short time, we realize that he knows his profession very well and that he demonstrates with passion his rather perfectionist affinities for his profession.”
In Business Since 2017
Serving Pierrefonds Area
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Retirement Planning and Investment Management Services in Pierrefonds, QC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Average price range is based on 456 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Average range $2000 to $5500 is based on 456 cost profiles.

Why these companies made our list

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