Saint-leonard, QC

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Saint-leonard, QC
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Best Financial Advisors in Saint-leonard, QC

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Saint-leonard area.

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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Service
  • Professionalism
  • Trust
“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.”
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)
  • Portfolio
  • Needs
  • Business
“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.”
Transparent Fees & Pricing
Serving Saint-leonard Area
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Assuruni

Assuruni

(44)
  • Service
  • Budget
  • Information
“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...”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Taco Finance

Taco Finance

(50)
  • Service
  • Understand
  • Knowledge
“I was initially afraid of receiving a "dirty speech" but the employee who helped me, Anthony Forcier, focused the meeting on my current situation and offered various excellent offers from various financial institutions for a line of credit and a card...”
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)
Services, Planification Des Objectifs, Aspects Juridiques
“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, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“I have referred Gennaro Natale to several of my contacts and they have all expressed to me that his services and recommendations have benefited them.”
In Business Since 2018
Free Initial Consultation
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Questions
  • Trust
  • Monetary Investment
“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.”
In Business Since 2014
Serving Saint-leonard Area
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Tarification, Planification Financière, Planification Pour Entreprises
“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Services Financiers Conseils J & M Inc

Services Financiers Conseils J & M Inc

(49)
  • Trust
  • Sympathetic
  • Family
“We all know that when the time comes to choose an insurance advisor of any kind, it is normal to be fearful since we have all heard in the past of unfortunate stories of customers cheated by a representative who cares more about his pocket than the r...”
650 Rue Boucher #302, Saint-Jean-sur-Richelieu, Quebec J3B 7Z8
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Rivard

Rivard

(37)
  • Service
  • Monetary Investment
  • Team
“The range of products offered is incredible, the expertise of the advisors is worth gold and they introduced me to enormous opportunities that I had never heard of despite the fact that I had already met an advisor at my bank.”
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)
Coach Financier, Gestion Des Risques, Investissements et Retraite
“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.”
In Business Since 2019
Serving Saint-leonard Area
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
Assurances, Placements, Planification de la Retraite
“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
Featured

Les placements sont des outils qui permettent de faire travailler votre argent durement gagné pendant que vous dormez. Il existe une panoplie de différents produits pour atteindre vos objectifs et il n’est pas toujours facile de choisir la meilleure combinaison de produits pour maximiser le retour sur vos investissements. Certains outils tels que le CELI, le REER et le fractionnement de revenu sont des outils qui peuvent vous aider à éviter de payer plus d’impôt que vous ne le devriez. Que vous soyez débutant ou expert en matière de placement financier, nous pouvons vous aider à déterminer la bonne stratégie à adopter pour atteindre vos objectifs. Gestion de Patrimoine Villeneuve compte sur une équipe multidisciplinaire de planificateur financier, conseiller en sécurité financière et de représentant en épargne collective pour vous aider à faire les bons choix pour vos placements et la planification de votre retraite.

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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(17)
  • Trust
  • Understanding
  • Strategy
“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.”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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Montreal

Montreal

(8)
Professional Services, Personal Tax Planning Services, Bookkeeping Services
“We have been working with Ian for several years and he is the corner stone of our business and indispensable to our personal finances.”
Free Initial Consultation
Serving Saint-leonard Area
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Deslauriers Groupe Financier

Deslauriers Groupe Financier

(13)
  • Service
  • Monetary Investment
  • Elle
“Listening to her clients, available at all times, whether for insurance or investments, she has access to all the best on the market.”
In Business Since 2013
184 Rue Saint-Charles O, Longueuil, QC J4H 1C9
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Gascon Gestion de Patrimoine

Gascon Gestion de Patrimoine

(13)
  • Service
  • Business
  • Team
“Excellent service from Patrice Gascon, he listens to our needs and provides excellent personalized advice for his clients.”
In Business Since 2020
2192 Bd du Curé-Labelle, Saint-Jérôme, QC J7Y 1T3
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Jamali Financials

Jamali Financials

(3)
  • Insurance
“Best of all ONE place to meet all financial needs: insurances and investments plus competitive rates.”
In Business Since 2021
Transparent Fees & Pricing
Free Initial Consultation
4030 Boulevard Cote Vertu Ouest Office#107, Saint-Laurent, Quebec H4R 1V4
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Alexandre Dupuis Services Financiers à Saint-Colomban

Alexandre Dupuis Services Financiers à Saint-Colomban

(11)
Reer, Assurance Maladies Graves, Celi
“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!”
In Business Since 2018
Serving Saint-leonard Area
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Martin Provost Services Financiers - Planificateur Financier

Martin Provost Services Financiers - Planificateur Financier

(14)
  • Trust
  • Financial Advisor
“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-leonard Area
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Lachapelle Finances Intelligentes

Lachapelle Finances Intelligentes

(8)
  • Service
  • Team
“For over 4 years, we have been doing business with Sandy and her team and we can only highly recommend her services!”
In Business Since 2018
330, de, Rue de Martigny O Suite 200, Saint-Jérôme, QC J7Y 4C9
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Investment Planning, Tax Planning, Retirement Planning
“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.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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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-leonard Area
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Pinnacle Wealth Brokers

Pinnacle Wealth Brokers

(6)
  • Monetary Investment
“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.”
In Business Since 2010
500 Blvd. Saint-Martin O #320, Laval, QC H7M 3Y2
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Steve Farrell CPA

Steve Farrell CPA

(2)
États Financiers et Fiscalité Corporative, Fiscalité Des Travailleurs Autonomes et Des Particuliers, Tenue de Livres et Mandats Spéciaux
“Professional efficiency with a touch of humor as a gift!!”
In Business Since 2015
307 Bd Saint-Luc, Saint-Jean-sur-Richelieu, QC J2W 2C5
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Retirement Planning and Investment Management Services in Saint-leonard, QC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 296 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 296 cost profiles.

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Wealth Management Advisors near Saint-leonard

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