View Profile

Pauls & Associates

(44)

Team
Income Tax
File

“Paul is a very courteous and professional CPA, he takes the time to understand the needs of the client and provides efficient and professional quality service.”

i

View Profile

Conseil Kad-Kad Consultancy

(9)

Payroll Management Services, Tax Management Services, Business Management Tools

“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.”

i

View Profile

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.”

i

View Profile

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.”

Featured

Retirement brings forth exciting prospects but also unique concerns, especially for entrepreneurs contemplating the future of their businesses and their life afterwards. This article delves into the retirement dilemmas faced by business owners, addressing the concerns surrounding when to retire, the fate of the business, and post-retirement life. Whether you are considering selling your business, handing it over to family, or pondering over your pursuits post-retirement, this read offers insightful guidance and reflections on ensuring a smooth and fulfilling transition into this new chapter of life. For a closer look at how to align your retirement plans with your aspirations, delve into the full blog.

i

View Profile

Elan Accounting Services

(49)

Uber & Taxi Driver Income Tax Return, Tax Planning, Non-Residence Filing

“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.”

i

View Profile

Olivier Truchon Conseiller en Sécurité Financière

(48)

Insurance
Patient
Service

“Olivier was super available, got me back on track and I didn't have the impression that it bothered him.”

i

View Profile

Rothenberg Wealth Management

(47)

Questions
Knowledge
Business

“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.”

i

View Profile

Financière AT - Gestion de Patrimoine

(39)

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.”

i

View Profile

Everest Financial Services

(42)

Goals
Knowledge
Needs

“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.”

i

View Profile

Groupe Financier Signature

(42)

Insurance
Finance
Service

“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.”

i

View Profile

Annie Pelletier | Assurances et Investissements

(50)

Facebook
Trust
Stars

“By doing business with Myriade Services Financiers, you are certain to obtain attentive advice from a professional whose priority is the interests of her clients.”

i

View Profile

Moon Tax Services

(50)

The Moon
Communication
Financial

“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.”

i

View Profile

SV Taxes and Accounting

(37)

Government
Price
Company

“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.”

i

View Profile

TÙS Gestion de Patrimoine

(32)

Solutions D'assurances, Solutions Financières

“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!”

i

View Profile

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.”

i

View Profile

Assuruni

(29)

Price
Home Insurance
Professional

“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)”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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

(18)

Accounting
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.”

i

View Profile

Magnolia Gestion - Groupe Financier

(14)

Service

“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!”

i

View Profile

Bureau DE Credit

(23)

Debt
Financial
Service

“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.”

i

View Profile

Icjc Valleyfield

(16)

“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 🥰☺️ …”

i

View Profile

Whitehaven

(8)

“Excellent service!”

i

View Profile

Équipe Major Gestion Privée | Assante

(16)

Monetary Investment
Service

“We appreciate their desire to educate their clients rather than losing them in financial jargon; a practice unfortunately all too common in traditional financial institutions.”

i

Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Pierrefonds, QC

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

Pauls & Associates

Conseil Kad-Kad Consultancy

Dimitri Lappos - Wealth Management

The St-Georges Group

Elan Accounting Services

Olivier Truchon Conseiller en Sécurité Financière

Rothenberg Wealth Management

Financière AT - Gestion de Patrimoine

Everest Financial Services

Groupe Financier Signature

Annie Pelletier | Assurances et Investissements

Moon Tax Services

SV Taxes and Accounting

TÙS Gestion de Patrimoine

Groupe Natale

Assuruni

Planificateur Financier Indépendant | Marc-Olivier Desmarais

Lumos Services Financiers

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

Magnolia Gestion - Groupe Financier

Bureau DE Credit

Icjc Valleyfield

Whitehaven

Équipe Major Gestion Privée | Assante

Retirement Planning and Investment Management Services in Pierrefonds, QC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Pierrefonds

Popular in Pierrefonds