Gennaro Natale - Groupe Natale
“He's a true master of his art who wants only to help and serve his clients.”
Best Financial Advisors near Pierrefonds, QC
These firms serve Pierrefonds from nearby bases in towns including Laval, Dorval and Montreal.
15 firms listed · 3 open weekends · 13 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
Financière AT - Gestion de Patrimoine
“Andre was able to assist me and he took the time to tailor a plan that would benefit me on the long run.”
Everest Financial Services
“Steven has always been reliable, proactive and very quick to respond when we have questions or need his assistance.”
Olivier Truchon Conseiller en Sécurité Financière
“Olivier answers all my questions and knows how to understand my financial needs very well.”
Espace Finance, Cabinet de Services Financiers
“Very satisfied with the service from Étienne and his team over the last few years.”
Pauls & Associates
“I'm highly recommended Pauls and associates, been client with them for 5 years, they are professional and helpful with my tax refund, I'm happy and will continue working with them in the future!”
The 15 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 15 firms on this page are rated from 4.2 to 5.0 across 909 reviews; 6 have 50 or more reviews and 13 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "patient" and "trust". 3 are open on Saturdays. 1 shows a licence on its website. 5 have ten or more years of experience, the longest 20 years. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 13 list a public email and 6 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 firms listed for Pierrefonds take financial planning bookings online?
6 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Services Financiers Ton Courtier
“Very good service, and best of all, very efficient and well explained each of the policies.”
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Tulett, Matthews & Associates
“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.”
Veltista Financial Services
“Thank you so much Evangelos, for all your hard work time and curiosity!”
Dimitri Lappos - Wealth Management
“He does everything in his power to provide his clients with the best possible service.”
Les Entreprise CLS
“Christine is an advisor who knows her products well.”
LCA CPA
“Excellent accounting practice for both personal and corporate matters.”
The St-Georges Group
“Wealth management can sometimes seem overwhelming or difficult to discuss and understand, but with Darren I definitely feel well taken care of.”
The Financial Independence Club
“Learned a lot from their free classes”
L'équipe VIP Services Financiers
“All my personal insurance is with the VIP Financial Services team and I have GREAT service!”
Why these companies made our list
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