Mylène Lapointe - Planificateur Financier Indépendant
“This is exactly what we were looking for.”
Best Financial Advisors near Saint-Constant, QC
These firms serve Saint-Constant from nearby bases in towns including Saint-Hubert, Saint-Jean-sur-Richelieu and La Prairie.
12 firms listed · 1 open 24/7 · 1 open weekends · 11 rated 4.5+
Data verified October 19, 2026
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Finexia
“The information was very useful and encourages reflection to optimize investments.”
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Groupe Financier Strateginc
“Thank you for the good explanations because it helps to reduce uncertainty and therefore increase confidence”
Lacasse Financial Services
“He was of great help in carrying out the transfer of an inter-provincial pension fund.”
Gestion de Patrimoine Villeneuve
“Alexandre knew how to direct my investments into the right investment portfolio.”
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Tulett, Matthews & Associates
“They always treat us like family and take the time to answer our questions, walk us through the projections, and help us to better understand where we are and what we need to do to reach our goals as a family.”
The 12 firms listed for Saint-Constant, 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-Constant, QC
The 12 firms on this page are rated from 4.4 to 5.0 across 534 reviews; 3 have 50 or more reviews and 11 are rated 4.5 or higher. 1 is open around the clock and 1 is open on weekends. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2006. 1 offers urgent consultations. We have a website on file for 11 of the firms on this page; 8 publish a contact page; 9 list a public email and 4 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-Constant take financial planning bookings online?
4 of the 12 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.
Services Financiers Conseils RM Inc
“Great service from Roger he was able to put us at ease and he kept us well informed I recommend it's service thanks again Danny and Jade”
Les Services Financiers Dupont
“He takes good care of his customers.”
Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
“As my advisor, he has helped me achieve several goals that we had put in place from the time that we started together.”
Maison Major | IA Gestion Privée de Patrimoine Inc.
“Very satisfied with the services and advice I have received from you for several years.”
Gestion Phocus
Vgpf Conseil - Carl Vallée
“Je recommande fortement Valeurs mobilière Peak inc.”
Why these companies made our list
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