“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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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.”
“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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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)”
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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.”
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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.”
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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.”
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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.”
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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 🥰☺️ …”
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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.”
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.”
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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.”
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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.”
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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.”
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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.”
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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.”
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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!”
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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!”
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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.”
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Retirement Planning and Investment Management Services in Pierrefonds, QC Cost Estimates