The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Saint-Laurent area.
Learn how we score.
Prominent finalists A-Z in Saint-Laurent
Alexandre Dupuis Services Financiers à Saint-Colomban
Desslauriers Groupe Financier
Dominique Ribière
Espace Finance, Cabinet de services financiers
Finexia
Gascon Gestion de Patrimoine
Gestion de Patrimoine Villeneuve
Groupe Natale
ImpÔt MontrÉal – DG
Lacasse Financial Services
Lachapelle Finances Intelligentes
Lumos Services Financiers
Martin Provost Services Financiers – Planificateur Financier
Martin Ragot Cpa, Cga, Pl. Fin.
Mathieu Marcil, Pl.fin.
Movative
Rivard
Rothenberg Wealth Management
Services Financiers Mylène Lapointe
Services financiers Conseils J & M inc
Stratéginc Groupe Financier
Taco Finance
Tulett Matthews & Assoc
TÙS Gestion de Patrimoine
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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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Stratéginc Groupe Financier
(50)
Trust
Team
Professionalism
“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)
Business
Receptionist
Needs
“Mylène was very informative and helpful as she took the time to explain each investment in my portfolio and the best strategies that I can benefit from.”
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Taco Finance
(50)
Knowledge
Meeting
Understand
“) in order to improve my finances with the best means for me and they took the time to explain everything to me in detail to be sure that I don't miss anything.”
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Finexia
(35)
Aspects Juridiques, Placements, Planification Des Objectifs
“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, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“I highly recommend Gennaro and Palma to anyone wanting to achieve better financial outcome.”
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Mathieu Marcil, Pl.fin.
(30)
Planification Pour Entreprises, Planification Financière, Tarification
“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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Lacasse Financial Services
(34)
Monetary Investment
Trust
Questions
“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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TÙS Gestion de Patrimoine
(33)
Future
Hands
Patient
“If you are looking for an advisor who listens, who is professional and who really cares about your development, look no further, Enrique is the advisor you need!”
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Services Financiers Conseils J & M Inc
(49)
Family
Monetary Investment
Sympathetic
“Excellent service, attentive to our needs with excellent advice, all with professionalism and respect for the customer Positive Responsiveness, Professionalism”
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Rivard
(37)
Team
Strategy
Monetary Investment
“Thank you to the Rivard & Chagnon Group for their service and the beautiful transition of my investments, everything was done with ease and professionalism.”
Investissements et Retraite, Optimisation Financière, Gestion Des Risques
“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, Entreprises et Travailleurs Autonomes, Placements
“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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Espace Finance, Cabinet de Services Financiers
(17)
Strategy
Team
Understanding
“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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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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Dominique Ribière
(22)
Merger
Investment
Knowledge
“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)
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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Deslauriers Groupe Financier
(13)
Elle
Understanding
Monetary Investment
“I managed to sort out my insurance and placement file in two meetings.”
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Gascon Gestion de Patrimoine
(13)
Business
Financial Advisor
Monetary Investment
“Good service, sound advice and available by phone and email quickly and almost at all times.”
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Alexandre Dupuis Services Financiers à Saint-Colomban
“Professional, personalized services adapted to our needs.”
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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.”
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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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Retirement Planning and Investment Management Services in Saint-Laurent, QC Cost Estimates