Saint-Hyacinthe, QC

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Saint-Hyacinthe, QC
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Best Financial Advisors in Saint-Hyacinthe, QC

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Saint-Hyacinthe area.

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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Service
  • Planning
  • Team
“He was able to adapt the strategies proposed according to the evolution of our needs and the explanations of the different options are clear, which allows us to make informed choices.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Taco Finance

Taco Finance

(50)
  • Service
  • Reality
  • Meeting
“I was initially afraid of receiving a "dirty speech" but the employee who helped me, Anthony Forcier, focused the meeting on my current situation and offered various excellent offers from various financial institutions for a line of credit and a card...”
In Business Since 2020
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
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Finexia

Finexia

(35)
Services, Placements, Aspects Juridiques
“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
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Questions
  • Monetary Investment
  • Trust
“I am quite familiar with how the TFSA works but I liked the fact that it can be transferred to the surviving spouse without affecting their maximum allowed and still with tax-free returns.”
In Business Since 2014
Serving Saint-Hyacinthe Area
Featured

Le CELI a été introduit en 2009 afin de permettre à tous les Canadiens de 18 ans et plus d’investir dans un véhicule de placement dont les rendements sont exemptés d’impôt. Malgré les avantages évidents de ce régime, bien peu de gens ont pu en profiter au maximum. Nombreux se posent aussi la question à savoir s’il est mieux d’investir dans un CELI ou dans un REER.

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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Tarification, Planification Pour Entreprises, Planification Financière
“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Services Financiers Conseils J & M Inc

Services Financiers Conseils J & M Inc

(49)
  • Trust
  • Monetary Investment
  • Family
“We all know that when the time comes to choose an insurance advisor of any kind, it is normal to be fearful since we have all heard in the past of unfortunate stories of customers cheated by a representative who cares more about his pocket than the r...”
650 Rue Boucher #302, Saint-Jean-sur-Richelieu, Quebec J3B 7Z8
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
Coach Financier, Investissements et Retraite, Gestion Des Risques
“We transferred all our funds from two other broker services, not only thanks to better returns, but thanks to exceptional service, truly personalized advice, as well as an annual review and a retirement plan that fits our reality.”
In Business Since 2019
Serving Saint-Hyacinthe Area
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
Assurances, Planification de la Retraite, Immobilier
“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
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Deslauriers Groupe Financier

Deslauriers Groupe Financier

(13)
  • Service
  • Elle
  • Monetary Investment
“Listening to her clients, available at all times, whether for insurance or investments, she has access to all the best on the market.”
In Business Since 2013
184 Rue Saint-Charles O, Longueuil, QC J4H 1C9
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Investment Planning, Retirement Planning, Corporate 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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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.”
In Business Since 2018
646 Rue Saint-Jude N, Granby, QC J2H 0Y2
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Steve Farrell CPA

Steve Farrell CPA

(2)
États Financiers et Fiscalité Corporative, Tenue de Livres et Mandats Spéciaux, Fiscalité Des Travailleurs Autonomes et Des Particuliers
“Professional efficiency with a touch of humor as a gift!!”
In Business Since 2015
307 Bd Saint-Luc, Saint-Jean-sur-Richelieu, QC J2W 2C5
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Denicourt Notaires

Denicourt Notaires

(7)
Droit Immobilier, Droit Corporatif, Droit DES Successions ET RÉgimes DE Prot
“All the employees with whom we had to speak were always very kind, polite and very friendly while also being just as professional.”
Serving Saint-Hyacinthe Area
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Gestion Phocus

Gestion Phocus

(1)
Assurance Particuliers, Épargne et Placements, Assurance Entreprise
“Excellent service!”
In Business Since 2007
545 Rue Saint-Georges, La Prairie, QC J5R 2N2
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Services Financiers Eric F. Gosselin

Services Financiers Eric F. Gosselin

Demande de Rendez-Vous, Changement D’information Bancaire, Demande D’accès à Peak en Ligne
“Le stockage ou l'accès technique qui est utilisé exclusivement à des fins statistiques. Le stockage ou l'accès technique qui est utilisé exclusivement dans des finalités statistiques anonymes. En l'absence d'une assignation à comparaître, d'une confo...”
In Business Since 2000
1650 Chem. de Saint-Jean, La Prairie, QC J5R 0J1
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SSR | Conseil-Investissement-Épargne-Assurance

SSR | Conseil-Investissement-Épargne-Assurance

(1)
“If you want accurate information, good performance and good service, look no further!!”
201 Rue Saint-Louis suite 102, Saint-Jean-sur-Richelieu, Quebec J3B 1X9
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Services Financiers Option

Services Financiers Option

(1)
“Christian Haché and his service is professional and respectful of our requests.”
444 Bd du Séminaire N, Saint-Jean-sur-Richelieu, QC J3B 5L3
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Groupe Financier Boulos

Groupe Financier Boulos

(1)
“Boulos family, an absolutely welcoming brokerage office!”
In Business Since 1997
182 Rue Saint-Charles O, Longueuil, QC J4H 1C9
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Synthèse

Synthèse

“Entrepreneure dans l'âme, j'ai co-fondé Synthèse en 2014, ou j'exprime mon talent à titre d'experte en efficacité opérationnelle et stratégique. Je conseille ma clientèle sur la mise en place de nouveaux processus efficaces et adaptés suite à l'analy...”
125 Rue Saint-Charles O, Longueuil, QC J4H 1C7
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London Life Insurance Company : Yun Tao Zhang

London Life Insurance Company : Yun Tao Zhang

“Que vous soyez sur le point de fonder une famille, de prendre votre retraite ou que vous soyez à la tête d'une entreprise, je vous aiderai, vous ou votre entreprise, àélaborer un programme de sécurité financière sur mesure qui répondra à vos besoins,...”
West, 1111 Rue Saint-Charles O bureau 950, Longueuil, Quebec J4K 5G4
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Delta Group

Delta Group

“At HUB, our employee benefits specialists understand the complexities of today's dynamic benefits environment. We are ready to team with you to tailor employee benefits solutions that respond to your organization's specific practices and needs. Conta...”
In Business Since 2000
Serving Saint-Hyacinthe Area
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Planification Fiscale Simon Rivest - Fiscaliste Joliette

Planification Fiscale Simon Rivest - Fiscaliste Joliette

(3)
“Explained to me what he did and helped me get organized when I became self-employed.”
In Business Since 2014
Serving Saint-Hyacinthe Area
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Denis Aubin

Denis Aubin

(2)
Accounting Services, Taxation, Consulting Services
“Excellent accountant I recommend him.”
In Business Since 2012
117 Rue Lapalme, Saint-Jean-sur-Richelieu, QC J2W 0H1
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Lafond & Assoc

Lafond & Assoc

(6)
  • Service
“They took the time to meet with all of our employees to ensure that everyone understood their involvement and all the benefits that the insurance program will provide them.”
740 Rue Saint-Maurice Bureau 600, Montreal, Quebec H3C 1L5
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Retirement Planning and Investment Management Services in Saint-Hyacinthe, QC Cost Estimates

Minimum cost
$1229
Maximum cost
$10441
National Average
$3685
Avg Per Hour Rates
$369
$2457
$6756
Fair price range is based on 475 cost profiles
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Average Cost $3685
Minimum cost $1229
Maximum cost $10441
Avg Per Hour Rates $369

Fair range $2457 to $6756 is based on 475 cost profiles.

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