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 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.”

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

“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.”

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

“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 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.”

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

“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.”

“Since I started working with Lin I learned so much about financial investing and the tools that are available for every individual investor in the world of insurance , estate planning , mortgages , and the financial world .”

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

“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.”

“God service”

“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!”