Best Financial Advisors in Pierrefonds, QC

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

Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(6)
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.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2017
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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Elan Accounting Services

Elan Accounting Services

(29)
Uber & Taxi Driver Income Tax Return, Tax Planning, Non-Residence Filing
“I have worked with Elan Accounting from my first time filing tax until now and they have proved to be professional,on-time and reliable in every aspect.”
Transparent Fees & Pricing
In Business Since 2019
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Everest Financial Services

Everest Financial Services

(28)
  • Family
  • Pleasure
  • Plan
“Financial plans are much like tailor made suits, and Steve always makes sure that the plans he creates for his clients are well fitted for their personnal, professional and family goals.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Groupe Natale

Groupe Natale

(16)
Individual & Family, Services For Corporations, Entrepreneurs and Affluent Clients
“I could not get the information I was looking for when I was calling the other insurance providers.”
Free Initial Consultation
In Business Since 2018
3055 Boulevard Saint-Martin O suite 620, Laval, Quebec H7T 0J3
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Moon Tax Services

Moon Tax Services

(29)
  • The Moon
  • Rates
  • Labor
“My tax filings for the last 4 years had many issues and tax consultants whom I previously consulted didn't have the knowledge to file taxes for a resident in Ontario working for a Quebec company so I had to end up paying more.”
Free Initial Consultation
In Business Since 2022
740 Mnt Montrougeau, Laval, QC H7P 5K4
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SV Taxes and Accounting

SV Taxes and Accounting

(17)
  • Advice
  • Price
  • Accountant
“She always works in the best interests of her clients, always on time with the reminders and government updates and she never delays with the feedback to whatever requests you might have.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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3D Financial

3D Financial

(8)
Wealth Management, Insurance, Financial Planning
“Having both Sophie and Scott manage my RRSPS for the last 21 years, I can say without a doubt that entrusting my Retirement Porfolio with 3D Financial was a great decisison.”
Free Initial Consultation
In Business Since 2019
3080 Boul. le Carrefour Suite 500, Laval, Quebec H7T 2R5
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Montreal

Montreal

(6)
Personal Tax Planning Services, Bookkeeping Services, Corporate Services
“SInger for finicial statement and personal income taxes.”
Free Initial Consultation
In Business Since 2012
Serving Pierrefonds Area
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Melkonian Finance

Melkonian Finance

(10)
Debt Management, Review Mortgage, Group Retirement Savings Plans
“As a business owner, my income can sometimes fluctuate so planning for the future is even more important - Alex and his team have done a fantastic job of making sure I am set to reach my goals.”
In Business Since 2015
7575 Trans Canada Route Suite 555, Saint-Laurent, Quebec H4T 1V6
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The Financial Independence Club

The Financial Independence Club

(9)
Mortgages, Budget Development, Debt Management
“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...”
In Business Since 2015
2572 Bd Daniel-Johnson 2nd Floor, Laval, QC H7T 2R3
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Chowdhury Aktar & Associates

Chowdhury Aktar & Associates

(9)
“Very professional and friendly.”
Free Initial Consultation
In Business Since 2019
3700 Rue Griffith #116, Saint-Laurent, QC H4T 2B3
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Sohon Assurances et Services Financiers

Sohon Assurances et Services Financiers

(13)
  • Women
“She is very knowledgeable, easy to communicate with and provides excellent support throughout the process, and all of this wile giving her time to the community by organising workshops for the Women & Money MTL community.”
In Business Since 2019
1111 Bd Dr.-Frederik-Philips suite 600, Saint-Laurent, Quebec H4M 2X6
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Valeurs Mobilières Whitehaven

Valeurs Mobilières Whitehaven

(4)
“Thanks to the whole team!”
Offers Financing Options
Coupons & Offers
In Business Since 2013
1595 Bd Daniel-Johnson #300, Laval, Quebec H7V 4C2
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Jamali Financials

Jamali Financials

(4)
  • Insurance
“This is one of the best experience that i have ever had for life insurance to take.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2021
4030 Blvd. Cote-Vertu Ouest Office#107, Saint-Laurent, Quebec H4R 1V4
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Liliana Danila - Financial Security Advisor Montreal

Liliana Danila - Financial Security Advisor Montreal

(6)
  • Plan
  • Goals
  • Budget
“Danila assisted me choosing the best suitable solution for my needs, giving me the best advice and counseling, ensuring that I clearly understand all terms and conditions that I was not familiar with.”
Free Initial Consultation
In Business Since 2016
6100 Trans-Canada Hwy #110, Pointe-Claire, Quebec H9R 1B9
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Shukr Group

Shukr Group

(1)
Business Services, Tax Consulting, Advisory Services
“God service”
Offers Financing Options
In Business Since 1997
Serving Pierrefonds Area
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LCA CPA

LCA CPA

(1)
Corporate Financing, Staffing, Mergers & Acquisitions
“Excellent accounting practice for both personal and corporate matters.”
Offers Financing Options
In Business Since 2015
5000 Rue Jean-Talon O #240, Montréal, QC H4P 1W9
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Rothenberg Wealth Management

Rothenberg Wealth Management

(18)
Tax Planning, Investment Planning, Retirement Planning
“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.”
In Business Since 2000
Serving Pierrefonds Area
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RSW Accounting + Consulting

RSW Accounting + Consulting

(1)
Property Management, Personal Net Worth Binder, Financial Planning
“Kinda sussy”
In Business Since 2001
300 Rue Léo Pariseau #1900, Montreal, Quebec H2X 4B5
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FD Comptabilité

FD Comptabilité

(1)
“A great company.”
Coupons & Offers
In Business Since 2015
405 Rue Félicien, Laval, QC H7P 3A9
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Sherbrooke Street Capital

Sherbrooke Street Capital

(1)
Capital Markets, Institutional Services, Immigrant Investor Program
“Ken and his team are fantastic.”
In Business Since 2004
4749 Rue Notre Dame O, Montréal, QC H4C 1S9
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LS Financial

LS Financial

(1)
“Professional, trustworthy and loyal.”
Family Business
In Business Since 2004
3070 Jean Girard St, Montreal, Quebec H3H 1Y2
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Planimedic

Planimedic

Conférences, Investissements, Assurance >
“Depuis 1993, PlaniMédic se spécialise dans la planification financière de professionnels de la santé. Nos clients nous donnent pour mandat l'atteinte et le maintien de leurs objectifs financiers.Voilà un défi que nous relevons avec fierté depuis main...”
In Business Since 2002
206-1240 Av. Beaumont, Mont-Royal, QC H3P
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Groupe PAF

Groupe PAF

Accompagnement Pour Personnes Dépendantes, Budget, Conseils en Finances Personnelles
“Que vous soyez en phase de démarrage, en pleine croissance, en période de maturité ou que vous connaissiez des difficultés financières, nous avons l'expertise qui vous est nécessaire afin de garantir la santé financière de votre entreprise. Nos compé...”
In Business Since 2003
6833 Av. de l'Épée Suite 200, Montreal, Quebec H3N 2C7
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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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