Pointe-Claire, QC

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Pointe-Claire, QC
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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.

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Sekure Payment Experts

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.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2012
3 Place Ville Marie #200, Montréal, QC H3B
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Olivier Truchon Conseiller en Sécurité Financière

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.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Financière AT - Gestion de Patrimoine

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.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Émergence Cabinet de Services Financiers Inc.

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.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Everest Financial Services

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.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Rothenberg Wealth Management

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.”
Transparent Fees & Pricing
Serving Pointe-Claire Area
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Elan Accounting Services

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.”
Transparent Fees & Pricing
In Business Since 2019
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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SV Taxes and Accounting

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.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Pauls & Associates

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.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Assuruni

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.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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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
“Have been a client of Groupe Natale for many years now and benefited greatly from the professional and high quality service and advice provided.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Services Financiers Ton Courtier

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!”
In Business Since 2013
Serving Pointe-Claire Area
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Services Financiers Avie Financial Services

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.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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TÙS Gestion de Patrimoine

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.”
In Business Since 2021
Serving Pointe-Claire Area
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Reei.ca

Reei.ca

(32)
  • Patient
  • Explanation
  • Merger
“Very good service, the super friendly representative who was able to answer all our questions.”
In Business Since 2008
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

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.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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Montreal Financial

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.”
Licensed
4615 Marcil Ave, Montreal, Quebec H4A 3A2
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AEC Financial Group - National Bank Financial

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!”
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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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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Veltista Financial Services

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.”
1565 Bd de l'Avenir bureau 206, Laval, Quebec H7S 2N5
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Magnolia Gestion - Groupe Financier

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!”
Remote Consultations Available
In Business Since 2022
Serving Pointe-Claire Area
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Bureau DE Credit

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.”
In Business Since 2019
Serving Pointe-Claire Area
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M.i.a.g.e. Business Solutions

M.i.a.g.e. Business Solutions

(18)
  • Accounting
  • Team
  • 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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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(17)
  • Popular Science
  • 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!”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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Retirement Planning and Investment Management Services in Pointe-Claire, QC Cost Estimates

Minimum cost
$1215
Maximum cost
$10328
National Average
$3646
Avg Per Hour Rates
$365
$2430
$6683
Average price range is based on 259 cost profiles
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Average Cost $3646
Minimum cost $1215
Maximum cost $10328
Avg Per Hour Rates $365

Average range $2430 to $6683 is based on 259 cost profiles.

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