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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)

Estate and Insurance Planning, Tax Planning, Retirement Planning

“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”

i

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Tulett Matthews & Assoc

(2)

Knowledge

“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.”

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Sekure Payment Experts

(44)

“We are a small non-profit organization, and we recently switched merchant processors and servicers and Neville has helped me with all the snags that have happened along the way.”

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Olivier Truchon Conseiller en Sécurité Financière

(50)

Merger
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)

Planification de la Retraite, Placements, Assurances

“We were very impressed with the personalized professional service and advice given to us by Financiere AT, and how you have tailored this specifically to suit our situation and future needs.”

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Everest Financial Services

(48)

Insurance
Team
Knowledge

“We talked in length of my needs for the next 5 years, I am coming up on retirement and I was feeling skeptical about being able to maintain my lifestyle once I hit the big six five.”

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Émergence Cabinet de Services Financiers Inc.

(48)

Pressure
Cover
Sympathetic

“I'm not personally comfortable with investments and money in general, but my brother Keven took the time to explain and guide me through the different options available to me.”

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Elan Accounting Services

(37)

Payroll Services, Uber & Taxi Driver Income Tax Return, Accounting and Bookkeeping

“A very organized, detailed and responsive collection, I am happy to meet you and for three years I have been introducing and recommending you to everyone with ease and pride.”

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Rothenberg Wealth Management

(47)

Happy
Mom
Receptionist

“I'm very satisfied with the services that I have received to date and will continue to recommend Rothenberg and Rothenberg and Miss Patel to both to family and friends.”

i

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SV Taxes and Accounting

(45)

Accountant
Price
Company

“We've been using SV T&A services since 2013 for personal income tax filling, as well as for more complex questions, such as cross-border personal income tax and pension income.”

i

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Assuruni

(44)

Home Insurance
Car Insurance
Price

“I am very grateful to my insurance advisor "Evan Paniconi" who is a super efficient and professional person, since he spared no effort to help me get the best insurance for my car and for my budget.”

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Pauls & Associates

(44)

Price
Income Tax
File

“This firm has been handling my tax matters for the past 5 years and service has always been professional, timely and they always accommodated any special scheduling needs of mine.”

i

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Services Financiers Ton Courtier

(45)

Efficient
Work
Insurance

“She was very nice and understanding, she would take the time to explain to me some things more in depth and actually seemed like she wanted to help me!”

i

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Groupe Natale

(27)

Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients

“Have been a client of Groupe Natale for many years now and benefited greatly from the professional and high quality service and advice provided.”

i

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Services Financiers Avie Financial Services

(44)

Work
House
Professionalism

“Alena, I want to express our gratitude to you for your professionalism and personal approach to our file, in finding the best conditions in the bank and completing documents in a short time.”

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TÙS Gestion de Patrimoine

(33)

Monetary Investment
Trust
Hands

“A young advisor in his business, dynamic, competent, transparent at the same time as being an excellent teacher, it is completely obvious for me to recommend his services.”

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Reei.ca

(32)

Patient
Explanation
Merger

“Very good service, the super friendly representative who was able to answer all our questions.”

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Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)

Assurances de Personnes, Planification de Retraite, Gestion de Portefeuille

“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

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Montreal Financial

(36)

Business Tax
Small Business
Work

“Having very recently moved to Quebec and starting up my own consulting/freelancing business, I was completely overwhelmed in trying to understand this provinces corporate taxes as well as sales taxes to charge my clients.”

i

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AEC Financial Group - National Bank Financial

(21)

Professional
Finances
Team

“Professional team that not only takes the time to listen to your financial needs but goes above and beyond to make sure you are truly part of the decision making process!”

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Veltista Financial Services

(19)

Questions
Professional
Life Insurance

“He was very attentive and always made sure we understood the importance of insurance coverage and made us realize certain things we had never thought of before.”

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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.”

i

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Bureau DE Credit

(24)

Letters
Financial
Debt Collector

“Alex, it is undeniable that he not only answered my initial question thoroughly, but he also took the time to elaborate on crucial points related to credit and credit cards.”

i

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Magnolia Gestion - Groupe Financier

(14)

Life
Popular Science
Jargon

“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

Average Cost	$3646
Minimum cost	$1215
Maximum cost	$10328
Avg Per Hour Rates	$365

Best Financial Advisors in Pointe-Claire, QC

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Pointe-Claire area.

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Tulett Matthews & Assoc

Sekure Payment Experts

Olivier Truchon Conseiller en Sécurité Financière

Financière AT - Gestion de Patrimoine

Everest Financial Services

Émergence Cabinet de Services Financiers Inc.

Elan Accounting Services

Rothenberg Wealth Management

SV Taxes and Accounting

Assuruni

Pauls & Associates

Services Financiers Ton Courtier

Groupe Natale

Services Financiers Avie Financial Services

TÙS Gestion de Patrimoine

Reei.ca

Planificateur Financier Indépendant | Marc-Olivier Desmarais

Montreal Financial

AEC Financial Group - National Bank Financial

Veltista Financial Services

Lumos Services Financiers

Bureau DE Credit

Magnolia Gestion - Groupe Financier

Retirement Planning and Investment Management Services in Pointe-Claire, QC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Pointe-Claire

Popular in Pointe-Claire