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
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Team
  • Telephone
  • 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
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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.”
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
Solutions D'assurances, Solutions Financières
“Regardless of your initial knowledge in portfolio optimization, TÙS Gestion de Patrimoine will be able to serve you professionally by meeting your consumer needs.”
In Business Since 2021
Serving Saint-Bruno-de-Montarville Area
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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
“He was very available to answer my questions and provide me with the requested information.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Assuruni

Assuruni

(29)
  • Service
  • Home Insurance
  • Car
“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
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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
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Rivard

Rivard

(36)
  • Monetary Investment
  • Service
  • Team
“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
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Taco Finance

Taco Finance

(32)
  • Information
  • Understand
  • Student
“In addition to gaining a better knowledge of all the services offered to us, I learned several tips to better manage my portfolio in addition to emerging with some tools to benefit from numerous financial advantages.”
In Business Since 2020
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
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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
In Business Since 2017
Free Initial Consultation
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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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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Desslauriers Groupe Financier

Desslauriers Groupe Financier

(13)
Produit Banque Manuvie, Assurance Maladie Grave, Planification Financière et de Retraite
“Deslauriers' first clients in 2007, and her service always meets my expectations!”
In Business Since 2013
515 Rue de l'Allier, Saint-Jean-sur-Richelieu, QC J2X 5C6
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Montreal

Montreal

(7)
Corporate Services, Personal Tax Planning Services, Professional Services
“My Singer was absolutely phenomenal in helping us deal with our corporate and personal taxes, highly recommended.”
Free Initial Consultation
Serving Saint-Bruno-de-Montarville Area
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Melkonian Finance

Melkonian Finance

(11)
Group Retirement Savings Plans, Debt Management, Specific Purchases
“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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Movative

Movative

(14)
  • 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
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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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Jamali Financials

Jamali Financials

(3)
“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
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Dominique Ribière

Dominique Ribière

(17)
  • Information
  • Service
“We have known Dominique for more than 10 years and during all this time, we have had nothing but good advice from him, always very available, I highly recommend.”
In Business Since 2006
Serving Saint-Bruno-de-Montarville Area
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Services Financiers Mylène Lapointe

Services Financiers Mylène Lapointe

(12)
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
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Shukr Group

Shukr Group

(1)
Advisory Services, Business Services, Personal Services
“God service”
Offers Financing Options
In Business Since 1997
Serving Saint-Bruno-de-Montarville Area
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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(8)
“Excellent advice, always available, takes the time to explain and ensures our understanding.”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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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.”
646 Rue Saint-Jude N, Granby, QC J2H 0Y2
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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
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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
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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

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