Best Financial Advisors in Saint-Bruno-de-Montarville, QC
The highest-rated Financial Planning & Wealth Management companies out of 37 vetted & reviewed in the Saint-Bruno-de-Montarville area.
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Estate and Insurance Planning, Tax Planning, Investment 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.”
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Tulett Matthews & Assoc
- 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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Rothenberg Wealth Management
- Happy
- Needs
- Mom
“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.”
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Assuruni
- Home Insurance
- Budget
- Car Insurance
“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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Taco Finance
- Information
- Understand
- Student
“I really enjoyed my videoconference meeting, it allowed me to learn more about the services offered at the different banks, in addition to allowing me to maximize my amount allocated for loans and scholarships.”
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Finexia
Diagnostic Général, Planification Des Objectifs, Assurances et Autres Services
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
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Groupe Natale
Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“I highly recommend Gennaro and Palma to anyone wanting to achieve better financial outcome.”
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Lacasse Financial Services
- Trust
- Questions
- Monetary Investment
“He took the time to listen to us, to clearly establish our needs based on the objectives we have and thus be able to make a detailed and precise plan for the entire year!!”
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TÙS Gestion de Patrimoine
- Monetary Investment
- Patient
- Trust
“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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Services Financiers Conseils J & M Inc
- Team
- Sympathetic
- Insurance
“Although we have dealt with other advisors for our insurance, we have always come back to Roger because he is very structured and has always given us sound advice.”
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Rivard
- Strategy
- Monetary Investment
- Service
“After several years of investing with a virtual bank with reduced management fees, I was disillusioned by the impersonal, difficult to access and "one size fits all" customer service!”
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Mylène Lapointe - Planificateur Financier Indépendant
Optimisation Financière, Gestion Des Risques, Coach Financier
“I really appreciated the first contacts that my partner and I had with Mylène to clearly analyze our situation and advise us in the maze of financial options for our projects.”
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Gestion de Patrimoine Villeneuve
Entreprises et Travailleurs Autonomes, Placements, Assurances
“Although this was only the free preliminary meeting, he took the time to answer all my questions, in clear and simple language and even showed me tools that I did not know (for taxes and for make a personal budget).”
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Lumos Services Financiers
- 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.”
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ImpÔt MontrÉal - DG
- Price
“In a short time, we realize that he knows his profession very well and that he demonstrates with passion his rather perfectionist affinities for his profession.”
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Espace Finance, Cabinet de Services Financiers
- Popular Science
- Understanding
- Honest
“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!”
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Montreal
Corporate Services, Personal Tax Planning Services, Professional Services
“This guy will tell you like it is and will do everything in his power to help you or your business save on taxes.”
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Dominique Ribière
- Finance
- Knowledge
- Information
“I wanted to highlight here the excellent service offered by Dominique who is keen to find the best solutions/investments corresponding to my objectives while respecting my reality.”
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Movative
- 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.”
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Deslauriers Groupe Financier
- Understanding
- Monetary Investment
- Service
“Deslauriers' first clients in 2007, and her service always meets my expectations!”
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Jamali Financials
- Insurance
“Morteza was able to save me money for my life insurance with great coverage.”
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Martin Ragot Cpa, Cga, Pl. Fin.
- Patient
“Always very patient and courteous, he carefully explains all the important information for the good financial and accounting health of our organization.”
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Sens RL, Planification Financière
- Service
“Thanks to Danic and Marie-Josée, I finally have the support and resources allowing me to have better financial health and knowledge that gives me autonomy.”
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Steve Farrell CPA
Fiscalité Des Travailleurs Autonomes et Des Particuliers, États Financiers et Fiscalité Corporative, Tenue de Livres et Mandats Spéciaux
“And very professional too.”
Retirement Planning and Investment Management Services in Saint-Bruno-de-Montarville, QC Cost Estimates
Why these companies made our list
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