Best Financial Advisors near Saint-Eustache, QC

None of these firms is based in Saint-Eustache; they work from towns including Laval (12 km), Saint-Léonard (25 km) and Saint-Hubert (41 km).

24 firms listed · 3 open weekends · 23 rated 4.5+

Data verified October 19, 2026

Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Professionalism
  • Trust
  • Planning
“Truly, I am a satisfied client and, without doubt, one of the best decisions I made a few years before my retirement was to transfer my assets to StratégInc.”
In Business Since 2011
Saint-Bruno-de-Montarville, QC · 43 km from Saint-Eustache
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Needs
  • Business
  • Patience
“My mother Paula has been a loyal client for over 15 years, and I continue to be impressed with Tina Patel and the team at Rothenberg Wealth Management.”
Transparent Fees & Pricing
Westmount, QC · 26 km from Saint-Eustache
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Finexia

Finexia

(35)
  • Safety
  • Team
  • Thibaut Courtois
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
In Business Since 2009
Saint-Jean-sur-Richelieu, QC · 57 km from Saint-Eustache
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Groupe Natale

Groupe Natale

(27)
  • Business
  • Investment
  • Knowledge
“I loved their customer service approach, they took the time to explain their products and answered my thousand questions.”
Free Initial Consultation
In Business Since 2018
Laval, QC · 12 km from Saint-Eustache
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
  • Trust
  • Strategy
  • Service
“He was not only interested in the professional side, but also on the personal level to be sure to give me a personalized service that meets my needs and those of my family.”
In Business Since 2019
Saint-Bruno-de-Montarville, QC · 43 km from Saint-Eustache
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Trust
  • Monetary Investment
  • Questions
“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
Saint-hubert, QC · 41 km from Saint-Eustache
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The 24 firms listed for Saint-Eustache, 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-Eustache, QC

The 24 firms on this page are rated from 4.0 to 5.0 across 670 reviews; 5 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (51%) and quality (50%). The topics that come up most in reviews of the firms on this page are "trust" and "patient". 3 are open on Saturdays and 1 on Sundays. 8 have ten or more years of experience, the longest 26 years. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 20 publish a contact page; 21 list a public email and 8 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Do any financial advisers listed for Saint-Eustache offer a free first meeting?

2 of the 24 firms listed here offer a free introductory meeting. Expect a conversation about your situation, the firm's approach and its compensation, rather than recommendations. Bring your statements anyway, since it makes the discussion concrete.

TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Patient
  • Future
  • Merger
“His knowledge and curiosity are unrivaled in his field and he managed to communicate to me in great detail my investment options for a healthy financial future.”
In Business Since 2021
Saint-leonard, QC · 25 km from Saint-Eustache
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Services Financiers Conseils J & M Inc

Services Financiers Conseils J & M Inc

(49)
  • Sympathetic
  • Family
  • Insurance
“Roger has been taking care of my personal investments and insurance for several years and has always been able to advise me in the best interests of me.”
Saint-Jean-sur-Richelieu, QC · 57 km from Saint-Eustache
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Rivard

Rivard

(37)
  • Monetary Investment
  • Team
  • Strategy
“Thank you to the Rivard & Chagnon Group for their service and the beautiful transition of my investments, everything was done with ease and professionalism.”
In Business Since 2020
Terrebonne, QC · 25 km from Saint-Eustache
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
  • Elle
  • Human
  • Trust
“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
Saint-hubert, QC · 41 km from Saint-Eustache
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
  • Wallet
  • Merger
  • Human
“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
Saint-hubert, QC · 41 km from Saint-Eustache
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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
Saint-leonard, QC · 25 km from Saint-Eustache
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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(17)
  • Understanding
  • Strategy
  • 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!”
Laval, QC · 12 km from Saint-Eustache
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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.”
Saint-leonard, QC · 25 km from Saint-Eustache
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Gascon Gestion de Patrimoine

Gascon Gestion de Patrimoine

(13)
  • Business
  • Team
  • Questions
“Wonderful team to work with and very quick to respond to questions and concerns.”
In Business Since 2020
Saint-Jerome, QC · 25 km from Saint-Eustache
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Jamali Financials

Jamali Financials

(3)
  • Insurance
“Morteza was able to save me money for my life insurance with great coverage.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2021
Saint-Laurent, QC · 19 km from Saint-Eustache
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Martin Provost Services Financiers - Planificateur Financier

Martin Provost Services Financiers - Planificateur Financier

(14)
  • Financial Advisor
  • Trust
“He has the expertise and keeps his training and development constantly up to date to respond well to financial decisions and strategies that can make all the difference.”
Saint-Sauveur, QC · 42 km from Saint-Eustache
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Lachapelle Finances Intelligentes

Lachapelle Finances Intelligentes

(8)
  • Team
  • Service
“A professional service of the caliber.”
In Business Since 2018
Saint-Jerome, QC · 25 km from Saint-Eustache
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
“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
Saint-Laurent, QC · 19 km from Saint-Eustache
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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
Laval, QC · 12 km from Saint-Eustache
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Pinnacle Wealth Brokers

Pinnacle Wealth Brokers

(6)
  • Monetary Investment
“And what I really liked was how my representative Yves Blanchet took care to clearly explain to me all the options available to me and subsequently advised me well.”
In Business Since 2010
Laval, QC · 12 km from Saint-Eustache
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Gestion Phocus

Gestion Phocus

(1)
“Excellent service!”
In Business Since 2007
La Prairie, QC · 35 km from Saint-Eustache
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Services Financiers Eric F. Gosselin

Services Financiers Eric F. Gosselin

In Business Since 2000
La Prairie, QC · 35 km from Saint-Eustache
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Quenneville Walsh Private Wealth Management of Raymond James

Quenneville Walsh Private Wealth Management of Raymond James

(10)
  • Business
  • Financial
“Would recommend to anyone looking to plan for their future and are curious about starting out or have experience and want to advance through investments.”
In Business Since 2015
Saint-Lazare, QC · 25 km from Saint-Eustache
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HomeWealth Management AdvisorsQuebecSaint-Eustache, QC

Retirement Planning and Investment Management Services in Saint-Eustache, QC Cost Estimates

Minimum cost
$1224
Maximum cost
$10398
National Average
$3670
Avg Per Hour Rates
$367
$2447
$6728
Average price range is based on 457 cost profiles
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Average Cost $3670
Minimum cost $1224
Maximum cost $10398
Avg Per Hour Rates $367

Average range $2447 to $6728 is based on 457 cost profiles.

Why these companies made our list

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