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

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.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Receptionist
  • Telephone
  • 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!”
Transparent Fees & Pricing
Serving Saint-Lambert Area
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Finexia

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.”
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(38)
  • Strategy
  • Service
  • Team
“Truly, I am a satisfied client and, without doubt, one of the best decisions I made a few years before my retirement was to transfer my assets to StratégInc.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
Solutions Financières, Solutions D'assurances
“A young advisor in his business, dynamic, competent, transparent at the same time as being an excellent teacher, it is completely obvious for me to recommend his services.”
In Business Since 2021
Serving Saint-Lambert Area
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Groupe Natale

Groupe Natale

(27)
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“His respect for clients creates a climate of trust which is necessary when we need financial advice.”
In Business Since 2018
Free Initial Consultation
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Mathieu Marcil, Pl.fin.

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.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Assuruni

Assuruni

(29)
  • Professional
  • Car
  • 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 .”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Lacasse Financial Services

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.”
In Business Since 2014
Serving Saint-Lambert Area
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Rivard

Rivard

(36)
  • Team
  • Service
  • Monetary Investment
“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”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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Taco Finance

Taco Finance

(32)
  • Meeting
  • Understand
  • Service
“I also appreciate the fact that you are very involved in student life and in student events at universities, and the fact that you got in touch with me to see what my needs were.”
In Business Since 2020
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
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Lawadvisors

Lawadvisors

(12)
Life Insurance
“When I was searching for information on life insurance for my mother I didn't have to wait long as Norman called me right away to give me detailed information I was needing.”
Free Initial Consultation
In Business Since 2017
Licensed
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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Lumos Services Financiers

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.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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Desslauriers Groupe Financier

Desslauriers Groupe Financier

(13)
Pret et Marge de Crédit, Assurance Maladie Grave, Assurance Individuelle
“Always attentive, professional and dynamic.”
In Business Since 2013
515 Rue de l'Allier, Saint-Jean-sur-Richelieu, QC J2X 5C6
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Melkonian Finance

Melkonian Finance

(11)
Review Mortgage, Specific Purchases, Group Retirement Savings Plans
“As a business owner, my income can sometimes fluctuate so planning for the future is even more important - Alex and his team have done a fantastic job of making sure I am set to reach my goals.”
In Business Since 2015
7575 Trans Canada Route Suite 555, Saint-Laurent, Quebec H4T 1V6
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Montreal

Montreal

(7)
Bookkeeping Services, Professional Services, Corporate Services
“This guy will tell you like it is and will do everything in his power to help you or your business save on taxes.”
Free Initial Consultation
Serving Saint-Lambert Area
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Movative

Movative

(14)
  • 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.”
Serving Saint-Lambert Area
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Sohon Assurances et Services Financiers

Sohon Assurances et Services Financiers

(13)
  • Women
“Her workshops and events have been great opportunities to learn more about finance and how to implement bite-size chunk changes to get you on the path to financial freedom.”
In Business Since 2019
1111 Bd Dr.-Frederik-Philips suite 600, Saint-Laurent, Quebec H4M 2X6
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Gascon Gestion de Patrimoine

Gascon Gestion de Patrimoine

(13)
  • Financial Advisor
  • Service
  • Team
“Very relevant information provided and fast service.”
In Business Since 2020
2192 Bd du Curé-Labelle, Saint-Jérôme, QC J7Y 1T3
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Chowdhury Aktar & Associates

Chowdhury Aktar & Associates

(9)
“He truly took the time to get to know me, understand my needs, and make helpful recommendations for future job opportunities.”
In Business Since 2019
Free Initial Consultation
3700 Rue Griffith #116, Saint-Laurent, QC H4T 2B3
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Dominique Ribière

Dominique Ribière

(17)
  • Service
  • Information
“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.”
In Business Since 2006
Serving Saint-Lambert Area
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Jamali Financials

Jamali Financials

(3)
“Professional, quick, and very competitive Service.”
Free Initial Consultation
In Business Since 2021
Transparent Fees & Pricing
4030 Boulevard Cote Vertu Ouest Office#107, Saint-Laurent, Quebec H4R 1V4
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Services Financiers Mylène Lapointe

Services Financiers Mylène Lapointe

(12)
Investissements et Retraite, Coach Financier, Optimisation Financière
“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.”
In Business Since 2019
Serving Saint-Lambert Area
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Shukr Group

Shukr Group

(1)
Tax Consulting, Personal Services, Advisory Services
“God service”
In Business Since 1997
Offers Financing Options
Serving Saint-Lambert Area
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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
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Average Cost $3621
Minimum cost $1207
Maximum cost $10258
Avg Per Hour Rates $363

Typical range $2414 to $6638 is based on 545 cost profiles.

Why these companies made our list

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