Best Financial Advisors in Saint-leonard, QC

“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.”

“They always treat us like family and take the time to answer our questions, walk us through the projections, and help us to better understand where we are and what we need to do to reach our goals as a family.”

“He was able to adapt the strategies proposed according to the evolution of our needs and the explanations of the different options are clear, which allows us to make informed choices.”

“He was incredibly transparent and really took the time to explain the different strategies, avenues, and most importantly the risks associated with each avenue we could take for my portfolio & retirement.”

“What an amazing service by my broker Aiman Allameddine, after having a water damage at my house last Friday due to the severe weather and after the insurance sent the crew to take care of the problem which never happened, Saturday after noon the wate...”

“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”

“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”

“I am quite familiar with how the TFSA works but I liked the fact that it can be transferred to the surviving spouse without affecting their maximum allowed and still with tax-free returns.”

“We transferred all our funds from two other broker services, not only thanks to better returns, but thanks to exceptional service, truly personalized advice, as well as an annual review and a retirement plan that fits our reality.”

“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).”

“If you are interested and involved in your finances it will go into more detail according to your abilities, if you are more interested in something in broad terms then it will auto-pilot it will adapt.”

“Excellent service from Patrice Gascon, he listens to our needs and provides excellent personalized advice for his clients.”

“Listening to her clients, available at all times, whether for insurance or investments, she has access to all the best on the market.”

“Having worked with Alexandre on a regular basis, I can say that he works very well and that he puts his clients' interests first, just like me!”

“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.”

“For over 4 years, we have been doing business with Sandy and her team and we can only highly recommend her services!”

“Always very patient and courteous, he carefully explains all the important information for the good financial and accounting health of our organization.”

“And what I really liked was how my representative Yves Blanchet took care to clearly explain to me all the options available to me and subsequently advised me well.”