Gennaro Natale - Groupe Natale
“I appreciate their reliable and knowledgeable handling of all my financial needs.”
Best Financial Advisors near Pointe-Claire, QC
1 of these firms is based in Pointe-Claire; the others serve Pointe-Claire from towns including Laval (16 km), Montreal (21 km) and Dollard-des-Ormeaux (4 km).
4 open weekends · all 15 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
Financière AT - Gestion de Patrimoine
“Very good service from André and his team, my reservations were maximized, let's say that I am calm at AT”
Olivier Truchon Conseiller en Sécurité Financière
“Very attentive to needs and hyper competent in order to determine the best product according to the identified needs!!!!”
Espace Finance, Cabinet de Services Financiers
“Very satisfied with the service from Étienne and his team over the last few years.”
Everest Financial Services
“The Everest team has been the easiest, most pleasant team of financial advisors that I have ever worked with.”
Reei.ca
“He was able to answer all my questions in order to make the best possible choice for my child.”
The 15 firms listed for Pointe-Claire, 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: Pointe-Claire, QC
The 15 firms on this page are rated from 4.6 to 5.0 across 2,605 reviews; 8 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "trust", "knowledge" and "patient". 4 are open on Saturdays and 1 on Sundays. 1 shows a licence on its website. 4 have ten or more years of experience, the longest 20 years. 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 12 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Pointe-Claire take financial planning bookings online?
7 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.
Rothenberg Wealth Management
“I know that I can count on Michel Savard; he is very competent and honest”
Pauls & Associates
“He is very professional, careful, always considerate and sympathetic but also when asked, has given us terrific advice.”
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Planificateur Financier Indépendant | Marc-Olivier Desmarais
“Very good service, takes the time to explain”
Services Financiers Ton Courtier
“The Ton Courtier team is very friendly, respectful and diligent, always giving us the right guidance.”
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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
“Great personality very professional takes the time to listen and work to get you what you need .”
Groupe Financier Mondial
“Financial concepts were explained to me in a simple way which helped me make clearer decisions and understand the potential long-term impact.”
Dimitri Lappos - Wealth Management
“With Dimitri you will never feel like just a number lost in the files of a major financial institution.”
Les Entreprise CLS
“Christine is an advisor who knows her products well.”
Why these companies made our list
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