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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)

Retirement Planning, Investment Planning, Estate and Insurance 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

“They always treat us like family and take the time to answer our questions, walk us through the projections, and help us to better understand where we are and what we need to do to reach our goals as a family.”

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Stratéginc Groupe Financier

(50)

Team
Professionalism
Service

“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.”

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Rothenberg Wealth Management

(47)

Receptionist
Needs
Portfolio

“This is the first time in almost 40 years that I am regularly contacted and receive explanation about my portfolio Thank you Silvana Rizzo for being so patient and thorough!”

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Assuruni

(44)

Price
Budget
Service

“Joe is a great person and has great communication skills and listens to what the customer wants and he tries his best to satisfy your needs concerning your situation with insurance , I have no regrets .”

i

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Taco Finance

(50)

Meeting
Understand
Service

“In addition to gaining a better knowledge of all the services offered to us, I learned several tips to better manage my portfolio in addition to emerging with some tools to benefit from numerous financial advantages.”

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Finexia

(35)

Placements, Planification Des Objectifs, Services

“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”

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Groupe Natale

(27)

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

“Gennaro is a top notch financial expert, with years of experience and profound knowledge in finance.”

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Lacasse Financial Services

(34)

Monetary Investment
Questions
Trust

“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.”

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Mathieu Marcil, Pl.fin.

(30)

Planification Pour Entreprises, Tarification, Planification Financière

“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.”

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TÙS Gestion de Patrimoine

(33)

Hands
Patient
Service

“His customer service is excellent, in particular thanks to the diligent follow-ups from him and his team (Special mention to Camille with whom I communicate a lot 🫶🏼).”

i

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Services Financiers Conseils J & M Inc

(49)

Monetary Investment
Sympathetic
Trust

“Thank you Roger Martins for advising me on my first investments, it's very reassuring to speak to someone professional and attentive to our needs when it comes to our financial future.”

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Rivard

(37)

Team
Service
Strategy

“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.”

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Mylène Lapointe - Planificateur Financier Indépendant

(22)

Investissements et Retraite, Coach Financier, Optimisation Financière

“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.”

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Gestion de Patrimoine Villeneuve

(18)

Planification de la Retraite, Assurances, Entreprises et Travailleurs Autonomes

“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)

Insurance
Monetary Investment

“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

“He was also patient and educational (we had a lot of questions from beginners because we were first time in Quebec) and his relevant advice allowed us to optimize our tax return.”

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Espace Finance, Cabinet de Services Financiers

(17)

Team
Understanding
Trust

“If you are interested and involved in your finances it will go into more detail according to your abilities, if you are more interested in something in broad terms then it will auto-pilot it will adapt.”

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Montreal

(8)

Bookkeeping Services, Professional Services, Corporate Services

“Singer was nice enough to come by my office, where he took charge and basically took care of everything, It was such a relief!”

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Dominique Ribière

(22)

Investment
Knowledge
Service

“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.”

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Movative

(15)

Business
Team

“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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Deslauriers Groupe Financier

(13)

Elle
Service
Understanding

“Always attentive, professional and dynamic.”

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Gascon Gestion de Patrimoine

(13)

Financial Advisor
Service
Monetary Investment

“Very relevant information provided and fast service.”

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Jamali Financials

(3)

Insurance

“Positive Responsiveness, Quality, Professionalism, Value”

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Average Cost	$3621
Minimum cost	$1207
Maximum cost	$10258
Avg Per Hour Rates	$363

Best Financial Advisors in Saint-Lambert, QC

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

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Tulett Matthews & Assoc

Stratéginc Groupe Financier

Rothenberg Wealth Management

Assuruni

Taco Finance

Finexia

Groupe Natale

Lacasse Financial Services

Mathieu Marcil, Pl.fin.

TÙS Gestion de Patrimoine

Services Financiers Conseils J & M Inc

Rivard

Mylène Lapointe - Planificateur Financier Indépendant

Gestion de Patrimoine Villeneuve

Lumos Services Financiers

ImpÔt MontrÉal - DG

Espace Finance, Cabinet de Services Financiers

Montreal

Dominique Ribière

Movative

Deslauriers Groupe Financier

Gascon Gestion de Patrimoine

Jamali Financials

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

Why these companies made our list

Wealth Management Advisors near Saint-Lambert

Popular in Saint-Lambert