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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.”

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Financière AT - Gestion de Patrimoine

(45)

Registered Retirement Savings Plan
Questions
Mind

“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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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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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.”

Featured

MERCI Nous savons que le choix d'un cabinet conseil financier s'établit sur la compétence de ses gens et sur la qualité du service qu'il est en mesure de rendre à ses clients. Au Groupe Financier Signature, nous travaillons fort pour mériter votre confiance et nous chérissons précieusement les 5 étoiles que nous obtenons, témoignant de notre souci constant d'offrir rien de moins que le meilleur à nos clients. Aussi nous vous remercions chaleureusement de prendre la peine de nous laisser savoir à quel point notre travail est apprécié. Vous nous donnez des ailes pour entreprendre chaque nouvelle journée avec vous 🥰...

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The 24 firms listed for Pierrefonds, QC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Pierrefonds, QC

The 24 firms on this page are rated from 4.4 to 5.0 across 885 reviews; 9 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (99%), quality (65%) and responsiveness (60%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "knowledge". 5 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. 5 have ten or more years of experience, the longest 26 years. 3 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 20 list a public email and 10 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Pierrefonds offer a free first meeting?

3 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

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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)

Investment
Business
Knowledge

“He made sure that we understood all the little details, explained everything to us, he went above and beyond.”

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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.”

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Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)

Service
Trust

“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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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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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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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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Groupe Financier Mondial

(35)

Dynamics
Trajectory
Financial Literacy

“I have only been working with Megane Bourbonnais for 8 months but I already feel that she takes good care of her customers and makes sure to follow up.”

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Movative

(15)

Team
Business

“He simply took me by the and ma made sure my business was safe but most importantly my family would be taken care of making sure that they wouldn't have to Worry about a thing if something would happen to me.”

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Dimitri Lappos - Wealth Management

(14)

Advisor
Portfolio
Market

“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.”

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Liliana Danila - Financial Security Advisor Montreal

(8)

Budget
Plan
Goals

“Liliana always lived up to my expectations and for all these reasons I would highly recommend her to anyone who needs exceptional quality services, while respecting their budget and personal and financial interests.”

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Jamali Financials

(3)

Insurance

“Morteza was able to save me money for my life insurance with great coverage.”

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The Financial Independence Club

(11)

Investment
Information
Financial Literacy

“Haven't submit my Tax for last 2 years since my previous accountant really messed it up and I ended owing Gov alot, After much hesitant reached out to Rene on Social Media, He seems very efficient, went trough my documents carefully and made my submi...”

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Investamp

(18)

Service
Competent
Team

“Mr Prévost is a trustworthy man and takes the time to explain all the details of the procedures with the aim of ensuring that customers fully understand the procedures undertaken.”

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Whitehaven

(8)

Broker

“Excellent service!”

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Vsf Services

(8)

Savings
Patient
Questions

“Vahan's advising style focused on explaining and educating, which is super helpful for us as new immigrants to figure out the system and make better decisions.”

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

Best Financial Advisors near Pierrefonds, QC

Olivier Truchon Conseiller en Sécurité Financière

Financière AT - Gestion de Patrimoine

Everest Financial Services

Rothenberg Wealth Management

Pauls & Associates

Groupe Financier Signature

Area overview: Pierrefonds, QC

Annie Pelletier | Assurances et Investissements

Services Financiers Ton Courtier

Groupe Natale

TÙS Gestion de Patrimoine

Planificateur Financier Indépendant | Marc-Olivier Desmarais

Lumos Services Financiers

Veltista Financial Services

Magnolia Gestion - Groupe Financier

Espace Finance, Cabinet de Services Financiers

Groupe Financier Mondial

Movative

Dimitri Lappos - Wealth Management

Liliana Danila - Financial Security Advisor Montreal

Jamali Financials

The Financial Independence Club

Investamp

Whitehaven

Vsf Services

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

Why these companies made our list

Financial Advisors near Pierrefonds

Popular in Pierrefonds

Tools: Financial Advisors