Saint-Eustache, QC

Popular Cities

Saint-Eustache, QC
Join as a Pro

Best Financial Advisors in Saint-Eustache, QC

The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Saint-Eustache area.

View Profile
Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Tax Planning, Corporate Planning, Retirement 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
View Profile
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
View Profile
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
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
i
View Profile
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
Serving Saint-Eustache Area
i
View Profile
Assuruni

Assuruni

(44)
  • Budget
  • Information
  • Company
“I've been working with Aiman Alameddine for a couple of years referring clients to him for auto and home insurance, he has taken good care of them from start to finish and has again come through for me with my auto insurance.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
i
View Profile
Finexia

Finexia

(35)
Planification Des Objectifs, Aspects Juridiques, 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
View Profile
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 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
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
i
View Profile
Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Planification Financière, Planification Pour Entreprises, Tarification
“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
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
i
View Profile
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
Serving Saint-Eustache Area
i
View Profile
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
Serving Saint-Eustache Area
i
View Profile
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.”
650 Rue Boucher #302, Saint-Jean-sur-Richelieu, Quebec J3B 7Z8
i
View Profile
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
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
i
View Profile
Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
Gestion Des Risques, Investissements et Retraite, Optimisation Financière
“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-Eustache Area
i
View Profile
Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
Placements, Immobilier, Planification de la Retraite
“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
Featured

C'est avec fierté que je vous annonce que j'ai obtenu mon titre de planificateur financier. ✅ En plus de continuer à vous proposer les produits les plus appropriés pour vos placements et vos assurances, je peux maintenant vous offrir un service de planification financière plus approfondi. Laissez-moi vous conseiller. Prenez un rendez-vous sans frais ni engagement!

i
View Profile
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
Free Initial Consultation
In Business Since 2017
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
i
View Profile
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
View Profile
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!”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
i
View Profile
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-Eustache Area
i
View Profile
Montreal

Montreal

(8)
Personal Tax Planning Services, Bookkeeping Services, Corporate Services
“SInger for finicial statement and personal income taxes.”
Free Initial Consultation
Serving Saint-Eustache Area
i
View Profile
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-Eustache Area
i
View Profile
Melkonian Finance

Melkonian Finance

(11)
Debt Management, Review Mortgage, Group Retirement Savings Plans
“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
i
View Profile
Chowdhury Aktar & Associates

Chowdhury Aktar & Associates

(9)
“All in all, it was a really good experience speaking with Mehran.”
Free Initial Consultation
In Business Since 2019
3700 Rue Griffith #116, Saint-Laurent, QC H4T 2B3
i
View Profile
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
2192 Bd du Curé-Labelle, Saint-Jérôme, QC J7Y 1T3
i
View Profile
Sohon Assurances et Services Financiers

Sohon Assurances et Services Financiers

(13)
  • Women
“She is very knowledgeable, easy to communicate with and provides excellent support throughout the process, and all of this wile giving her time to the community by organising workshops for the Women & Money MTL community.”
In Business Since 2019
1111 Bd Dr.-Frederik-Philips suite 600, Saint-Laurent, Quebec H4M 2X6
i

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
Embed on your site

Your Embed Code

Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?

Wealth Management Advisors near Saint-Eustache

Popular in Saint-Eustache

, QC
Back To Top