Gennaro Natale - Groupe Natale
“As a young investor, the team really took the time to listen and understand my financial needs, while also ensuring that the transition of my previous investments was done quickly and easily.”
Best Financial Advisors near Saint-Jérôme, QC
None of these firms is based in Saint-Jérôme; they work from towns including Laval (30 km), Saint-Eustache (25 km) and Saint-Léonard (38 km).
10 firms listed · all 10 rated 4.5+
Data verified October 21, 2026
Espace Finance, Cabinet de Services Financiers
“En tant que dentiste, j'ai des besoins assez spécifiques et un emploi du temps chargé, et Étienne a su parfaitement s'adapter à ma réalité.”
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Tulett, Matthews & Associates
“I appreciate the service I received from Marcelo Taboada and Karin; they are very kind and polite, and their advice is very professional and productive.”
Rivard
“The advice is very well explained and I find it easier for me to understand for my investments.”
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Movative
“No one has ever taken the time to explain things to me as Michael has time and time again.”
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Martin Provost Services Financiers - Planificateur Financier
“Très bon service et très persévérant pour régler tous les problèmes dans les assurances.”
The 10 firms listed for Saint-Jérôme, 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-Jérôme, QC
The 10 firms on this page are rated from 4.5 to 5.0 across 277 reviews; 2 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "knowledge" and "trust". Domain records put 3 websites of the firms on this page at ten or more years old; the oldest dates from 2006. 1 offers a free initial consultation. We have a website on file for all 10 of the firms on this page; all 10 publish a contact page; 8 list a public email and 5 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 firms listed for Saint-Jérôme take financial planning bookings online?
5 of the 10 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.
Martin Ragot Cpa, F.pl.
“Toujours très patient et courtois, il explique avec souci tous les informations importantes à la bonne santé financière et comptable de notre organization.”
Planification Financière FB
“Les concepts et les termes plus "obscurs" m'ont été bien expliqués, et François a pris le temps de réviser avec moi le plan qu'il me proposait et les stratégies d'épargne et de croissance à privilégier.”
Vgpf Conseil - Carl Vallée
Jean-Denis Giguère
Why these companies made our list
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