Gennaro Natale - Groupe Natale
“He is very knowledgeable, highly experienced and explains you all the possible options in details.”
Best Financial Advisors near Saint-Lambert, QC
These firms serve Saint-Lambert from nearby bases in towns including Saint-Hubert, Laval and La Prairie.
14 firms listed · 13 rated 4.5+
Data verified October 21, 2026
Mylène Lapointe - Planificateur Financier Indépendant
“The service is personalized to our needs and a bond of trust was easy to establish.”
Espace Finance, Cabinet de Services Financiers
“What a professional team, I have been a customer for over 20 years and I have been served quickly and diligently throughout our collaboration!”
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Groupe Financier Strateginc
“He offers me varied solutions, in the different spheres of my reality, which require financial planning.”
Lacasse Financial Services
“Lacasse's services I must say that I am really satisfied and that I recommend him.”
Gestion de Patrimoine Villeneuve
“Alexandre is fast, knows his subjects very well and gives recommendations tailored to your needs!”
The 14 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 14 firms on this page are rated from 4.4 to 5.0 across 469 reviews; 3 have 50 or more reviews and 13 are rated 4.5 or higher. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers a free initial consultation. We have a website on file for all 14 of the firms on this page; 11 publish a contact page; 12 list a public email and 6 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?
6 of the 14 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.
Rivard
“Team of dynamic representatives who offer products and advice adapted to demand!”
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Movative
“Movative did not only provide me with a transparent layout, Movative also helped me expand my business.”
Martin Ragot Cpa, F.pl.
“Ragot helped me a lot when planning my private or corporate investments.”
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.”
Maison Major | IA Gestion Privée de Patrimoine Inc.
“Very satisfied with the services and advice I have received from you for several years.”
Vgpf Conseil - Carl Vallée
“Je recommande fortement Valeurs mobilière Peak inc.”
Gestion Phocus
Services Financiers Eric F. Gosselin
Why these companies made our list
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