Best Financial Advisors in Saint-Laurent, QC

The highest-rated Financial Planning & Wealth Management companies out of 53 vetted & reviewed in the Saint-Laurent area.

Tulett Matthews & Assoc

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.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
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Stratéginc Groupe Financier

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.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Rothenberg Wealth Management

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.”
Transparent Fees & Pricing
Serving Saint-Laurent Area
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Taco Finance

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.”
In Business Since 2020
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
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Finexia

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.”
In Business Since 2009
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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Groupe Natale

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.”
Free Initial Consultation
In Business Since 2018
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, 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.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Lacasse Financial Services

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.”
In Business Since 2014
Serving Saint-Laurent Area
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TÙS Gestion de Patrimoine

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!”
In Business Since 2021
Serving Saint-Laurent Area
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Services Financiers Conseils J & M Inc

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”
650 Rue Boucher #302, Saint-Jean-sur-Richelieu, Quebec J3B 7Z8
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Rivard

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.”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
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.”
In Business Since 2019
Serving Saint-Laurent Area
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Gestion de Patrimoine Villeneuve

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).”
In Business Since 2021
7750 Bd Cousineau Bureau 305, Saint-Hubert, Quebec J3Z 0C8
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Lumos Services Financiers

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.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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Espace Finance, Cabinet de Services Financiers

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!”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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ImpÔt MontrÉal - DG

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.”
In Business Since 2017
Serving Saint-Laurent Area
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Dominique Ribière

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.”
In Business Since 2006
Serving Saint-Laurent Area
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Movative

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.”
Serving Saint-Laurent Area
i
Deslauriers Groupe Financier

Deslauriers Groupe Financier

(13)
  • Elle
  • Understanding
  • Monetary Investment
“I managed to sort out my insurance and placement file in two meetings.”
In Business Since 2013
184 Rue Saint-Charles O, Longueuil, QC J4H 1C9
i
Gascon Gestion de Patrimoine

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.”
In Business Since 2020
2192 Bd du Curé-Labelle, Saint-Jérôme, QC J7Y 1T3
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Alexandre Dupuis Services Financiers à Saint-Colomban

Alexandre Dupuis Services Financiers à Saint-Colomban

(11)
Assurance Maladies Graves, Reee, Assurance Invalidité
“Excellent service, understanding and attentive.”
In Business Since 2018
Serving Saint-Laurent Area
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Lachapelle Finances Intelligentes

Lachapelle Finances Intelligentes

(8)
  • Team
  • Service
“Professional, personalized services adapted to our needs.”
In Business Since 2018
330, de, Rue de Martigny O Suite 200, Saint-Jérôme, QC J7Y 4C9
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Martin Provost Services Financiers - Planificateur Financier

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.”
Serving Saint-Laurent Area
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Martin Ragot Cpa, Cga, Pl. Fin.

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.”
In Business Since 2018
Serving Saint-Laurent Area
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Retirement Planning and Investment Management Services in Saint-Laurent, QC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Typical price range is based on 503 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Typical range $2000 to $5500 is based on 503 cost profiles.

Why these companies made our list

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