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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.”

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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.”

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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...”

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Finexia

(35)

Information
Safety
Team

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

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Groupe Natale

(27)

Team
Business
Knowledge

“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.”

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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.”

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The 24 firms listed for Saint-Léonard, QC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Saint-Léonard, QC

The 24 firms on this page are rated from 4.0 to 5.0 across 750 reviews; 6 have 50 or more reviews and 23 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), quality (52%) and responsiveness (52%). The topics that come up most in reviews of the firms on this page are "trust" and "knowledge". 1 is open on Saturdays. Domain records put 8 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 2 offer a free initial consultation and 1 lists coupons or special offers. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 19 list a public email and 7 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Saint-Léonard take financial planning bookings online?

7 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.

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Mathieu Marcil, Pl.fin.

(30)

Service
Trust
Strategy

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

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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...”

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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.”

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Mylène Lapointe - Planificateur Financier Indépendant

(22)

Service
Elle
Human

“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.”

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Gestion de Patrimoine Villeneuve

(18)

Service
Wallet
Merger

“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).”

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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.”

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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.”

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Jamali Financials

(3)

Insurance

“Best of all ONE place to meet all financial needs: insurances and investments plus competitive rates.”

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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.”

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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!”

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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.”

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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)

“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.”

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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.”

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Gestion Phocus

(1)

“Excellent service!”

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Quenneville Walsh Private Wealth Management of Raymond James

(10)

Financial
Business

“Their team comprises of highly skilled, knowledgeable, and approachable experts who not only make the pursuit of financial freedom achievable but also profoundly reassuring.”

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Services Financiers Eric F. Gosselin

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Frédéric Thériault - Planificateur Financier

(3)

“He provides solutions to every problem, gives us sound advice and all that with simplicity.”

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Conseiller Financier | Service Personnalisé

(9)

“Working with George was so easy, he explained my options in a way that I could understand and plan for both short term and long term with the flexibility I need to get through this pandemic.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors near Saint-Léonard, QC

Stratéginc Groupe Financier

Rothenberg Wealth Management

Taco Finance

Finexia

Groupe Natale

Lacasse Financial Services

Area overview: Saint-Léonard, QC

Mathieu Marcil, Pl.fin.

Services Financiers Conseils J & M Inc

Rivard

Mylène Lapointe - Planificateur Financier Indépendant

Gestion de Patrimoine Villeneuve

Espace Finance, Cabinet de Services Financiers

Gascon Gestion de Patrimoine

Jamali Financials

Martin Provost Services Financiers - Planificateur Financier

Lachapelle Finances Intelligentes

Martin Ragot Cpa, Cga, Pl. Fin.

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Pinnacle Wealth Brokers

Gestion Phocus

Quenneville Walsh Private Wealth Management of Raymond James

Services Financiers Eric F. Gosselin

Frédéric Thériault - Planificateur Financier

Conseiller Financier | Service Personnalisé

Retirement Planning and Investment Management Services in Saint-Léonard, QC Cost Estimates

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Financial Advisors near Saint-Léonard

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