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

(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.”
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

(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.”
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Olivier Truchon Conseiller en Sécurité Financière

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.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Rothenberg Wealth Management

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.”
Transparent Fees & Pricing
Serving Pierrefonds Area
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Pauls & Associates

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.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Financière AT - Gestion de Patrimoine

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.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

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.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Groupe Financier Signature

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.”
In Business Since 2018
83 Rue Champlain, Salaberry-de-Valleyfield, QC J6T 1W4
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Annie Pelletier | Assurances et Investissements

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.”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Moon Tax Services

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.”
In Business Since 1997
740 Mnt Montrougeau, Laval, QC H7P 5K4
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SV Taxes and Accounting

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.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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TÙS Gestion de Patrimoine

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!”
In Business Since 2021
Serving Pierrefonds Area
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Groupe Natale

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.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Assuruni

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)”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

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.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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Lumos Services Financiers

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.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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M.i.a.g.e. Business Solutions

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.”
In Business Since 2007
6600 Trans-Canada Hwy, Pointe-Claire, Quebec H9R 4S2
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Magnolia Gestion - Groupe Financier

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!”
Remote Consultations Available
In Business Since 2022
Serving Pierrefonds Area
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Bureau DE Credit

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.”
Serving Pierrefonds Area
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Whitehaven

Whitehaven

(8)
“Excellent service!”
Coupons & Offers
Offers Financing Options
1595 Bd Daniel-Johnson #300, Laval, Quebec H7V 4C2
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Icjc Valleyfield

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 🥰☺️ …”
In Business Since 2021
106 Rue du Marché, Salaberry-de-Valleyfield, QC J6T 1P7
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Équipe Major Gestion Privée | Assante

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.”
In Business Since 2009
1225 Bernard Ave, Outremont, Quebec H2V 1V7
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Melkonian Finance

Melkonian Finance

(11)
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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Montreal

Montreal

(7)
Personal Tax Planning Services, Bookkeeping Services, Corporate Services
“Have been using him for my taxes from 2019-this year and have always been happy with my results and service.”
Free Initial Consultation
Serving Pierrefonds Area
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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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