Stratéginc Groupe Financier
“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”
Best Financial Advisors near Saint-Jean-sur-Richelieu, QC
None of these firms is based in Saint-Jean-sur-Richelieu; they work from towns including Saint-Laurent (38 km), Laval (48 km) and Saint-Hubert (21 km).
24 firms listed · 3 open weekends · 22 rated 4.5+
Data verified October 21, 2026
Rothenberg Wealth Management
“Margaret has been a pleasure to deal with and Responds to all my Requests and Questions in a Timely Manner She is A pleasure to deal with and I Would Highly Recommend.”
Groupe Natale
“It has always been a pleasure working with them as they are highly knowlegable and provide great customer service!”
Lacasse Financial Services
“Following this collaboration, I decided to entrust him with the financial planning of my business and I am very satisfied with the performance and the services provided.”
Mathieu Marcil, Pl.fin.
“Exceptional quality as far as I'm concerned - he knows his field well and will be able to offer you advice that matches the specifics of your financial situation.”
Rivard
“In addition, their building brings together everything you need in the real estate field: investment, mortgage broker, insurance broker, real estate agents, a construction and renovation contractor and more.”
The 24 firms listed for Saint-Jean-sur-Richelieu, 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-Jean-sur-Richelieu, QC
The 24 firms on this page are rated from 4.0 to 5.0 across 456 reviews; 3 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), quality (55%) and responsiveness (49%). The topics that come up most in reviews of the firms on this page are "trust" and "knowledge". 3 are open on Saturdays and 1 on Sundays. 9 have ten or more years of experience, the longest 29 years. 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 22 publish a contact page; 18 list a public email and 9 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-Jean-sur-Richelieu 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.
Mylène Lapointe - Planificateur Financier Indépendant
“Mylène is always available to answer questions, she is extremely keen to help me set goals and above all she always has good advice on how to achieve them.”
Gestion de Patrimoine Villeneuve
“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).”
Espace Finance, Cabinet de Services Financiers
“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!”
Dominique Ribière
“We have known Dominique for more than 10 years and during all this time, we have had nothing but good advice from him, always very available, I highly recommend.”
Movative
“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.”
Jamali Financials
“Professional, quick, and very competitive Service.”
Martin Ragot Cpa, Cga, Pl. Fin.
“Always very patient and courteous, he carefully explains all the important information for the good financial and accounting health of our organization.”
Sens RL, Planification Financière
“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.”
Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
“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.”
Pinnacle Wealth Brokers
“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.”
Olivier l'Heureux Adm.a, B.a.a, Pl.fin, Rlu, Mba, Cim, Fcsi
“An outstanding multidisciplinary team, personalized service, attentive to your needs, I recommend to help you achieve your financial objectives and future projects”
Gestion Phocus
“Excellent service!”
Conseiller Financier | Service Personnalisé
“Working with George was so easy, he explained my options in a way that I could understand and plan for both short term and long term with the flexibility I need to get through this pandemic.”
Tulett Matthews & Assoc
“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.”
Kelson Financial
“The firm has two principal partners , each with their unique skill set that combine for a high quality package for someone seeking a multi- purpose financial services firm with the ability to deal with all generations.”
Planification Financière FB
“He responded to my needs in a very professional and efficient manner.”
Groupe Financier Boulos
“Boulos family, an absolutely welcoming brokerage office!”
Delta Group
Why these companies made our list
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