Best Financial Advisors near Saint-Bruno-de-Montarville, QC

These firms serve Saint-Bruno-de-Montarville from nearby bases in towns including Saint-Hubert, La Prairie and Saint-Léonard.

11 firms listed · 1 open 24/7 · 1 open weekends · 10 rated 4.5+

Data verified October 19, 2026

Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

4.9 55 reviews
“Very good personalized service, nice human approach, attentive to my needs, thank you.”
Serves MontérégieSince 2019
Saint-hubert, QC · 6 km from Saint-Bruno-de-Montarville
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Finexia

Finexia

5.0 84 reviews
“Excellent service, listens to the customer and knows how to explain in simple terms.”
Virtual consultationsServes QuebecSince 2009
Saint-Jean-sur-Richelieu, QC · 25 km from Saint-Bruno-de-Montarville
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Lacasse Financial Services

Lacasse Financial Services

4.9 49 reviews
“Thank you, it really helped me see things more clearly and understand what I'm committing to.”
Serves Greater Montreal, QuebecSince 2014
Saint-hubert, QC · 6 km from Saint-Bruno-de-Montarville
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

5.0 42 reviews
“Alexandre is fast, knows his subjects very well and gives recommendations tailored to your needs!”
Since 2021
Saint-hubert, QC · 6 km from Saint-Bruno-de-Montarville
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Services Financiers Conseils RM Inc

Services Financiers Conseils RM Inc

5.0 121 reviews
“I really appreciate how he has adapted his approach as our family has grown and our circumstances have changed over the years.”
Saint-Jean-sur-Richelieu, QC · 25 km from Saint-Bruno-de-Montarville
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Movative

Movative

5.0 22 reviews
“Your strong work ethic and expertise has been much appreciated and we hope to continue working together in the future.”
Saint-leonard, QC · 20 km from Saint-Bruno-de-Montarville
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The 11 firms listed for Saint-Bruno-de-Montarville, 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: Saint-Bruno-de-Montarville, QC

The 11 firms on this page are rated from 4.4 to 5.0 across 414 reviews; 2 have 50 or more reviews and 10 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers urgent consultations. We have a website on file for 10 of the firms on this page; 8 publish a contact page; 9 list a public email and 3 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Saint-Bruno-de-Montarville take financial planning bookings online?

3 of the 11 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

Les Services Financiers Dupont

Les Services Financiers Dupont

5.0 4 reviews
“He takes good care of his customers.”
Open 24 hoursSince 2021
Saint-Lambert, QC · 14 km from Saint-Bruno-de-Montarville
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Maison Major | IA Gestion Privée de Patrimoine Inc.

Maison Major | IA Gestion Privée de Patrimoine Inc.

4.4 17 reviews
“Very satisfied with the services and advice I have received from you for several years.”
Since 2009
Montreal, QC · 17 km from Saint-Bruno-de-Montarville
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Gestion Phocus

Gestion Phocus

5.0 1 review
Since 2007
La Prairie, QC · 17 km from Saint-Bruno-de-Montarville
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Vgpf Conseil - Carl Vallée

Vgpf Conseil - Carl Vallée

5.0 1 review
“Je recommande fortement Valeurs mobilière Peak inc.”
Since 2016
Saint-leonard, QC · 20 km from Saint-Bruno-de-Montarville
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Services Financiers Eric F. Gosselin

Services Financiers Eric F. Gosselin

Since 2000
La Prairie, QC · 17 km from Saint-Bruno-de-Montarville
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HomeWealth Management AdvisorsQuebecSaint-Bruno-de-Montarville, QC

Why these companies made our list

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