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.

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, 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.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
i
Tulett Matthews & Assoc

Tulett Matthews & Assoc

(2)
  • 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.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
i
Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • 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.”
Transparent Fees & Pricing
Serving Saint-Bruno-de-Montarville Area
i
Assuruni

Assuruni

(44)
  • 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.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
i
Taco Finance

Taco Finance

(50)
  • 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.”
In Business Since 2020
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
i
Finexia

Finexia

(35)
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.”
In Business Since 2009
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
i
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
“I highly recommend Gennaro and Palma to anyone wanting to achieve better financial outcome.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
i
Lacasse Financial Services

Lacasse Financial Services

(34)
  • 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!!”
In Business Since 2014
Serving Saint-Bruno-de-Montarville Area
i
TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • 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.”
In Business Since 2021
Serving Saint-Bruno-de-Montarville Area
i
Services Financiers Conseils J & M Inc

Services Financiers Conseils J & M Inc

(49)
  • 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.”
650 Rue Boucher #302, Saint-Jean-sur-Richelieu, Quebec J3B 7Z8
i
Rivard

Rivard

(37)
  • 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!”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
i
Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
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.”
In Business Since 2019
Serving Saint-Bruno-de-Montarville Area
i
Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
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).”
In Business Since 2021
7750 Bd Cousineau Bureau 305, Saint-Hubert, Quebec J3Z 0C8
i
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
i
ImpÔt MontrÉal - DG

ImpÔt MontrÉal - DG

(17)
  • 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.”
In Business Since 2017
Serving Saint-Bruno-de-Montarville Area
i
Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(17)
  • 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!”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
i
Montreal

Montreal

(8)
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.”
Free Initial Consultation
Serving Saint-Bruno-de-Montarville Area
i
Dominique Ribière

Dominique Ribière

(22)
  • 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.”
In Business Since 2006
Serving Saint-Bruno-de-Montarville Area
i
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 Saint-Bruno-de-Montarville Area
i
Deslauriers Groupe Financier

Deslauriers Groupe Financier

(13)
  • Understanding
  • Monetary Investment
  • Service
“Deslauriers' first clients in 2007, and her service always meets my expectations!”
In Business Since 2013
184 Rue Saint-Charles O, Longueuil, QC J4H 1C9
i
Jamali Financials

Jamali Financials

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

Martin Ragot Cpa, Cga, Pl. Fin.

(7)
  • Patient
“Always very patient and courteous, he carefully explains all the important information for the good financial and accounting health of our organization.”
In Business Since 2018
Serving Saint-Bruno-de-Montarville Area
i
Sens RL, Planification Financière

Sens RL, Planification Financière

(7)
  • 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.”
In Business Since 2018
646 Rue Saint-Jude N, Granby, QC J2H 0Y2
i
Steve Farrell CPA

Steve Farrell CPA

(2)
Fiscalité Des Travailleurs Autonomes et Des Particuliers, États Financiers et Fiscalité Corporative, Tenue de Livres et Mandats Spéciaux
“And very professional too.”
In Business Since 2015
307 Bd Saint-Luc, Saint-Jean-sur-Richelieu, QC J2W 2C5
i

Retirement Planning and Investment Management Services in Saint-Bruno-de-Montarville, QC Cost Estimates

Minimum cost
$1211
Maximum cost
$10292
National Average
$3633
Avg Per Hour Rates
$364
$2422
$6660
Average price range is based on 414 cost profiles
Click to copy
Successfully copied!
Average Cost $3633
Minimum cost $1211
Maximum cost $10292
Avg Per Hour Rates $364

Average range $2422 to $6660 is based on 414 cost profiles.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top