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.

Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Needs
  • Receptionist
  • Telephone
“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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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.”
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
  • Team
  • Monetary Investment
“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 D'assurances, Solutions Financières
“His knowledge and curiosity are unrivaled in his field and he managed to communicate to me in every detail my investment options for a healthy financial future.”
In Business Since 2021
Serving Saint-Laurent Area
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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
“He was very available to answer my questions and provide me with the requested information.”
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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Rivard

Rivard

(36)
  • Team
  • Monetary Investment
  • Service
“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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Taco Finance

Taco Finance

(32)
  • Knowledge
  • Meeting
  • Understand
“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
“I have been with Norman and Sheena for the last 20 years, so far they have done excellent work for me with quick response on all the questions I needed.”
Free Initial Consultation
Licensed
In Business Since 2017
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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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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Desslauriers Groupe Financier

Desslauriers Groupe Financier

(13)
Assurance Collective, Pret et Marge de Crédit, Assurance Maladie Grave
“I managed to sort out my insurance and placement file in two meetings.”
In Business Since 2013
515 Rue de l'Allier, Saint-Jean-sur-Richelieu, QC J2X 5C6
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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-Laurent Area
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Gascon Gestion de Patrimoine

Gascon Gestion de Patrimoine

(13)
  • Financial Advisor
  • Team
  • Service
“Always excellent service, whether for a simple question, or an investment, or insurance...”
In Business Since 2020
2192 Bd du Curé-Labelle, Saint-Jérôme, QC J7Y 1T3
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Dominique Ribière

Dominique Ribière

(17)
  • Information
  • 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.”
In Business Since 2006
Serving Saint-Laurent Area
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Services Financiers Mylène Lapointe

Services Financiers Mylène Lapointe

(12)
Investissements et Retraite, Optimisation Financière, Gestion Des Risques
“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-Laurent Area
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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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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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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(8)
“He takes the time with his clients and makes sure to follow up!”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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Lachapelle Finances Intelligentes

Lachapelle Finances Intelligentes

(8)
  • Service
“Professional, personalized services adapted to our needs.”
330, de, Rue de Martigny O Suite 200, Saint-Jérôme, QC J7Y 4C9
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Pinnacle Wealth Brokers

Pinnacle Wealth Brokers

(6)
“Excellent investment product.”
500 Boulevard Saint-Martin O #320, Laval, QC H7M 3Y2
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Steve Farrell CPA

Steve Farrell CPA

(2)
Tenue de Livres et Mandats Spéciaux, Fiscalité Des Travailleurs Autonomes et Des Particuliers, États Financiers et Fiscalité Corporative
“And very professional too.”
In Business Since 2015
307 Bd Saint-Luc, Saint-Jean-sur-Richelieu, QC J2W 2C5
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Martin Ragot Cpa, Cga, Pl. Fin.

Martin Ragot Cpa, Cga, Pl. Fin.

(5)
“Ragot helped me a lot when planning my private or corporate investments.”
In Business Since 2018
Serving Saint-Laurent Area
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Services Financiers Beaulieu et Associés

Services Financiers Beaulieu et Associés

(1)
Régime Collectif D’épargne Retraite (Rver), Épargne et Placements, Assurances
“We are here to support you throughout the stages of your life.”
101 Boulevard Saint Jean Baptiste, Châteauguay, Quebec J6J 3H9
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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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