Pointe-Claire, QC

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Pointe-Claire, QC
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Best Financial Advisors near Pointe-Claire, QC

2 of these firms are based in Pointe-Claire; the others serve Pointe-Claire from towns including Laval (16 km), Montreal (21 km) and Saint-Léonard (24 km).

1 open 24/7 · 8 open weekends · 23 rated 4.5+ · 1 shows a licence

Data verified October 18, 2026

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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)
  • Monetary Investment
  • Investments
  • Insurance
“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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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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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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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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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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The 24 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 24 firms on this page are rated from 4.4 to 5.0 across 1,421 reviews; 10 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (61%) and quality (52%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "knowledge". 1 is open around the clock; 8 are open on Saturdays and 4 on Sundays. 1 shows a licence on its website. 4 have ten or more years of experience, the longest 18 years. 1 offers urgent consultations and 3 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 22 list a public email and 10 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.

Why are financial advisers outside Pointe-Claire listed here?

2 of the 24 firms are in Pointe-Claire itself. The rest come from other towns within 30 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

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Groupe Natale

Groupe Natale

(27)
  • Industry
  • Business
  • Knowledge
“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)
  • Service
  • Trust
“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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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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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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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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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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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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Les Services Financiers Dupont

Les Services Financiers Dupont

(1)
“He takes good care of his customers.”
Emergency Services
In Business Since 2021
40 Pl. de la Calédonie, Candiac, QC J5R 4G8
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Groupe Financier Mondial

Groupe Financier Mondial

(35)
  • Meeting
  • Merger
  • Insurance
“They are independent and I believe that is why there was finally someone who took the time to sit down with me, make personal finance accessible, simple and fun.”
4650 Boulevard des Laurentides Bureau 300, Laval, Quebec H7K 2J4
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Movative

Movative

(15)
  • Team
  • Business
“He simply took me by the and ma made sure my business was safe but most importantly my family would be taken care of making sure that they wouldn't have to Worry about a thing if something would happen to me.”
Serving Pointe-Claire Area
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Dimitri Lappos - Wealth Management

Dimitri Lappos - Wealth Management

(14)
  • Market
  • Advisor
  • Portfolio
“I've been working with Dimitri for a couple of years now and he always has a smile on his face, takes the time to be sure I understand the complexities of the market, and has helped me at arrive at the place I want to be, portfolio wise.”
Licensed
Serving Pointe-Claire Area
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Liliana Danila - Financial Security Advisor Montreal

Liliana Danila - Financial Security Advisor Montreal

(8)
  • Goals
  • Budget
  • Plan
“Am amazing professional that displayed patience and explained in detail every option, giving me the opportunity to make an informed decission, while not pressuring me.”
Free Initial Consultation
In Business Since 2016
6100 Trans-Canada Hwy #110, Pointe-Claire, Quebec H9R 1B9
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The Financial Independence Club

The Financial Independence Club

(11)
  • Learn
  • Information
  • Financial Literacy
“Haven't submit my Tax for last 2 years since my previous accountant really messed it up and I ended owing Gov alot, After much hesitant reached out to Rene on Social Media, He seems very efficient, went trough my documents carefully and made my submi...”
2572 Bd Daniel-Johnson 2nd Floor, Laval, QC H7T 2R3
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Jamali Financials

Jamali Financials

(3)
  • Insurance
“Morteza was able to save me money for my life insurance with great coverage.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2021
4030 Boulevard Cote Vertu Ouest Office#107, Saint-Laurent, Quebec H4R 1V4
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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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Financial Advisors near Pointe-Claire

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