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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)

Tax Planning, Corporate Planning, Investment 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.”

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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.”

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Rothenberg Wealth Management

(47)

Needs
Mom
Google Account

“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.”

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Assuruni

(44)

Budget
Car Insurance
Money

“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.”

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Groupe Natale

(27)

Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients

“He was very available to answer my questions and provide me with the requested information.”

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Lacasse Financial Services

(34)

Trust
Questions
Monetary Investment

“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!!”

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TÙS Gestion de Patrimoine

(33)

Patient
Trust
Adaptive Expertise

“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.”

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Rivard

(37)

Monetary Investment
Service
Team

“Very good service, we took the time to go to dinner together so that they could explain to me all the possible scenarios for my file, thank you for your time on a Monday evening Keven I recommend to everyone”

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Mylène Lapointe - Planificateur Financier Indépendant

(22)

Gestion Des Risques, Coach Financier, Investissements et Retraite

“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.”

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Gestion de Patrimoine Villeneuve

(18)

Placements, Immobilier, Assurances

“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).”

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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.”

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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.”

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Espace Finance, Cabinet de Services Financiers

(17)

Understanding
Honest
Proactive

“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!”

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Montreal

(8)

Personal Tax Planning Services, Professional Services, Bookkeeping Services

“SInger for finicial statement and personal income taxes.”

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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.”

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Jamali Financials

(3)

Insurance

“Morteza was able to save me money for my life insurance with great coverage.”

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Alexandre Dupuis Services Financiers à Saint-Colomban

(11)

Celi, Assurance Vie, Reer

“Great experience, I recommend it to everyone!”

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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.”

Featured

Nouveau partenaire en fonds mutuels Investia Services Financiers inc. Je suis fier de vous annoncer qu’Investia Services Financiers sera mon nouveau partenaire à titre de représentant de courtier en fonds mutuels. Investia compte parmi les plus importantes firmes indépendantes de gestion de patrimoine au Canada. Elle propose un vaste choix de plateformes numériques à la fine pointe de la technologie, d’outils en ligne et de ressources pour la gestion des activités qui me permettra de vous offrir un niveau de service supérieur.

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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.”

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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.”

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Gestion Phocus

(1)

Assurance Entreprise, Assurance Particuliers, Épargne et Placements

“Excellent service!”

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Services Financiers Eric F. Gosselin

Relevés Peak, Changement D’adresse, Demande de Renseignement

“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...”

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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.”

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Nathalie Brault

(4)

“We had done business in the past with Raymond-Chabot and we were really treated like numbers, which contrasts greatly with the impeccable service of Nathalie Brault Syndic.”

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Average Cost	$3693
Minimum cost	$1231
Maximum cost	$10462
Avg Per Hour Rates	$370

Best Financial Advisors in Saint-Jerome, QC

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Saint-Jerome area.

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Tulett Matthews & Assoc

Rothenberg Wealth Management

Assuruni

Groupe Natale

Lacasse Financial Services

TÙS Gestion de Patrimoine

Rivard

Mylène Lapointe - Planificateur Financier Indépendant

Gestion de Patrimoine Villeneuve

Lumos Services Financiers

ImpÔt MontrÉal - DG

Espace Finance, Cabinet de Services Financiers

Montreal

Movative

Jamali Financials

Alexandre Dupuis Services Financiers à Saint-Colomban

Martin Provost Services Financiers - Planificateur Financier

Martin Ragot Cpa, Cga, Pl. Fin.

Pinnacle Wealth Brokers

Gestion Phocus

Services Financiers Eric F. Gosselin

Quenneville Walsh Private Wealth Management of Raymond James

Nathalie Brault

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

Why these companies made our list

Wealth Management Advisors near Saint-Jerome

Popular in Saint-Jerome