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Stratéginc Groupe Financier
- 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.”
Best Financial Advisors near Saint-Lambert, QC
These firms serve Saint-Lambert from nearby bases in towns including Laval, Saint-Hubert and Saint-Léonard.
24 firms listed · 4 open weekends · 23 rated 4.5+
Data verified October 19, 2026
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Rothenberg Wealth Management
- 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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Taco Finance
- 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
- Trust
- Information
- Monetary Investment
“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
- Knowledge
- Team
- Industry
“Gennaro is a top notch financial expert, with years of experience and profound knowledge in finance.”
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Lacasse Financial Services
- 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.”
The 24 firms listed for Saint-Lambert, 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-Lambert, QC
The 24 firms on this page are rated from 4.0 to 5.0 across 818 reviews; 6 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (54%) and responsiveness (54%). The topics that come up most in reviews of the firms on this page are "trust", "knowledge" and "patient". 4 are open on Saturdays and 2 on Sundays. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2006. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 20 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Saint-Lambert take financial planning bookings online?
7 of the 24 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.
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Mathieu Marcil, Pl.fin.
- Strategy
- Service
- Trust
“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
- 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 🫶🏼).”
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Services Financiers Conseils J & M Inc
- 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
- 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
- Human
- Service
- Trust
“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
- Merger
- Service
- Human
“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
- 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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Espace Finance, Cabinet de Services Financiers
- 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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Dominique Ribière
- 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
- 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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Gascon Gestion de Patrimoine
- Financial Advisor
- Service
- Monetary Investment
“Very relevant information provided and fast service.”
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Jamali Financials
- Insurance
“Professional, quick, and very competitive Service.”
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Lachapelle Finances Intelligentes
- Service
- Team
“If you want someone competent and attentive to your needs… she's the one for you!!”
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Martin Ragot Cpa, Cga, Pl. Fin.
- 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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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.”
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Sens RL, Planification Financière
- 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.”
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Pinnacle Wealth Brokers
- 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
“Excellent service!”
Retirement Planning and Investment Management Services in Saint-Lambert, QC Cost Estimates
Minimum cost
$1207
Maximum cost
$10258
National Average
$3621
Avg Per Hour Rates
$363
$2414
$6638
Typical price range is based on 545 cost profiles
Why these companies made our list
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