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.

Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(6)
Business Management Tools, Payroll Management Services, Tax Management Services
“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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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

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.”
In Business Since 2016
10-, 474 McGill St, Montreal, Quebec H2Y 2H2
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Elan Accounting Services

Elan Accounting Services

(29)
Non-Residence Filing, Uber & Taxi Driver Income Tax Return, Tax Planning
“I have worked with Elan Accounting from my first time filing tax until now and they have proved to be professional,on-time and reliable in every aspect.”
Transparent Fees & Pricing
In Business Since 2019
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

Sekure Payment Experts

(27)
  • Work
  • Credit Card
  • Call
“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 2E3
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Everest Financial Services

Everest Financial Services

(28)
  • Plan
  • Family
  • Pleasure
“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.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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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!”
Transparent Fees & Pricing
In Business Since 2012
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Groupe Natale

Groupe Natale

(16)
Individual & Family, Services For Corporations, Entrepreneurs and Affluent Clients
“We have known Gennaro and his team for many years now and we would like to express our extreme satisfaction with their services.”
Free Initial Consultation
In Business Since 2018
3055 Boulevard Saint-Martin O suite 620, Laval, Quebec H7T 0J3
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Moon Tax Services

Moon Tax Services

(29)
  • Price
  • Understand
  • Questions
“My tax filings for the last 4 years had many issues and tax consultants whom I previously consulted didn't have the knowledge to file taxes for a resident in Ontario working for a Quebec company so I had to end up paying more.”
Free Initial Consultation
In Business Since 2022
740 Mnt Montrougeau, Laval, QC H7P 5K4
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Lawadvisors

Lawadvisors

(12)
Life Insurance
“I have been with Norman and Sheena for the last 20 years, so far they have done excellent work for me with quick response on all the questions I needed.”
Licensed
Free Initial Consultation
In Business Since 2017
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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SV Taxes and Accounting

SV Taxes and Accounting

(17)
  • Company
  • Price
  • Accountant
“She always works in the best interests of her clients, always on time with the reminders and government updates and she never delays with the feedback to whatever requests you might have.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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3D Financial

3D Financial

(8)
Wealth Management, Insurance, Financial Planning
“Their expertise for both my personal and corporate needs was evident from the get-go, the services and value they have provided me have far outweighed the costs.”
Free Initial Consultation
In Business Since 2019
3080 Boul. le Carrefour Suite 500, Laval, Quebec H7T 2R5
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Services Financiers Avie

Services Financiers Avie

(14)
  • Questions
  • House
  • Professionalism
“I want to encourage everyone who want to buy a house to contact Aliona Cozari , as she would be able to answer all your questions and advise what are the steps that have to be taken to be able to have your dream house.”
In Business Since 2006
1080 Côte du Beaver Hall #002, Montréal, QC H2Z 1S8
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Les Services Financiers Dupont

Les Services Financiers Dupont

Investment Accounts Held by Corporations, Retirement Planning, Tax-Efficient Strategies
“*Felix Dupont is attached to PEAK Investment Services Inc. PEAK Investment Services Inc. is a mutual fund dealer that is registered with the Autorité de marchés financiers du Québec and the Mutual FundDealers Association of Canada. PEAK Investment Se...”
Emergency Services
In Business Since 2021
40 Pl. Caledonie, Candiac, QC J5R 4G8
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Montreal

Montreal

(6)
Corporate Services, Personal Tax Planning Services, Bookkeeping 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
In Business Since 2012
Serving Pointe-Claire Area
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Melkonian Finance

Melkonian Finance

(10)
Group Retirement Savings Plans, Debt Management, Review Mortgage
“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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Chowdhury Aktar & Associates

Chowdhury Aktar & Associates

(9)
“I have to let everyone know that I spoke to Mehran over the phone and he inquired about what exactly l was looking for”
Free Initial Consultation
In Business Since 2019
3700 Rue Griffith #116, Saint-Laurent, QC H4T 2B3
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Sohon Assurances et Services Financiers

Sohon Assurances et Services Financiers

(13)
  • Women
“She's driven by providing you with the knowledge and resources for you to step up your money game, take control of your finances and make the best choices for you.”
In Business Since 2019
1111 Bd Dr.-Frederik-Philips suite 600, Saint-Laurent, Quebec H4M 2X6
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The Financial Independence Club

The Financial Independence Club

(9)
Retirement Planning, Budget Development, Debt Management
“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...”
In Business Since 2015
2572 Bd Daniel-Johnson 2nd Floor, Laval, QC H7T 2R3
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Jamali Financials

Jamali Financials

(4)
  • Insurance
“Professional, quick, and very competitive Service.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2021
4030 Blvd. Cote-Vertu Ouest Office#107, Saint-Laurent, Quebec H4R 1V4
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Valeurs Mobilières Whitehaven

Valeurs Mobilières Whitehaven

(4)
“Excellent service!”
Offers Financing Options
Coupons & Offers
In Business Since 2013
1595 Bd Daniel-Johnson #300, Laval, Quebec H7V 4C2
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Richter

Richter

(2)
“Reception 11th, deliveries 12th.”
Remote Consultations Available
Family Business
In Business Since 2000
Richter Tower, 1981 McGill College Ave, Montreal, Quebec H3A 0G6
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Liliana Danila - Financial Security Advisor Montreal

Liliana Danila - Financial Security Advisor Montreal

(6)
  • Budget
  • Plan
  • Goals
“Danila assisted me choosing the best suitable solution for my needs, giving me the best advice and counseling, ensuring that I clearly understand all terms and conditions that I was not familiar with.”
Free Initial Consultation
In Business Since 2016
6100 Trans-Canada Hwy #110, Pointe-Claire, Quebec H9R 1B9
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LCA CPA

LCA CPA

(1)
Financial Planning, Accounting, Taxation
“Excellent accounting practice for both personal and corporate matters.”
Offers Financing Options
In Business Since 2015
5000 Rue Jean-Talon O #240, Montréal, QC H4P 1W9
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Shukr Group

Shukr Group

(1)
Advisory Services, Business Services, Tax Consulting
“God service”
Offers Financing Options
In Business Since 1997
Serving Pointe-Claire Area
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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.

Why these companies made our list

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