Gennaro Natale - Groupe Natale
“Gennaro is a top notch financial expert, with years of experience and profound knowledge in finance”
Best Financial Advisors near Saint-Léonard, QC
None of these firms is based in Saint-Léonard; they work from towns including Laval, Saint-Hubert and La Prairie.
24 firms listed · 1 open 24/7 · 2 open weekends · 23 rated 4.5+
Data verified October 18, 2026
Mylène Lapointe - Planificateur Financier Indépendant
“Very good personalized service, nice human approach, attentive to my needs, thank you.”
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Finexia
“The service is unparalleled, the advice relevant and personalized.”
Espace Finance, Cabinet de Services Financiers
“Étienne gives very good advice adapted to our needs and his explanations are always clear!”
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Groupe Financier Strateginc
“Very good service, a team always attentive to our needs and guiding us in our choices and always available quickly.”
Lacasse Financial Services
“André helped me put my financial management in order to achieve my goals without having to deprive myself.”
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 4.4 to 5.0 across 802 reviews; 5 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 (100%), responsiveness (55%) and quality (36%). The topics that come up most in reviews of the firms on this page are "trust" and "knowledge". 1 is open around the clock; 2 are open on Saturdays and 1 on Sundays. Domain records put 10 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 offers urgent consultations and 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 20 list a public email and 8 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?
8 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.
Gestion de Patrimoine Villeneuve
“Alexandre is a dynamic and very competent young professional who listens to his clients, I always trust him”
Rivard
“Very good service, we took the time to go to dinner together so that they could explain to me all the possible scenarios for my file, thank you for your time on a Monday evening Keven I recommend to everyone”
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Tulett, Matthews & Associates
“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.”
Services Financiers Conseils RM Inc
“Roger was advised to me by a close friend in order to have an effective plan for my investments, I am not disappointed, an outstanding and fast service from him!”
Les Services Financiers Dupont
“He takes good care of his customers.”
Gascon Gestion de Patrimoine
“Excellent advice and support service on asset management.”
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Martin Provost Services Financiers - Planificateur Financier
“Very professional, he was of great help in negotiating my mortgage rate.”
Lachapelle Finances Intelligentes
“For over 4 years, we have been doing business with Sandy and her team and we can only highly recommend her services!”
Jamali Financials
“Professional, quick, and very competitive Service.”
Martin Ragot Cpa, F.pl.
“Ragot helped me a lot when planning my private or corporate investments.”
Planification Financière FB
“Les concepts et les termes plus "obscurs" m'ont été bien expliqués, et François a pris le temps de réviser avec moi le plan qu'il me proposait et les stratégies d'épargne et de croissance à privilégier.”
Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
“As my advisor, he has helped me achieve several goals that we had put in place from the time that we started together.”
Maison Major | IA Gestion Privée de Patrimoine Inc.
“Very satisfied with the services and advice I have received from you for several years.”
Gestion Phocus
Monconseiller.ca | Planificateur Conseiller Financier
“Very good place to invest your money, my advisor is Dominique, very efficient and the investments are going very well.”
Quenneville Walsh Private Wealth Management of Raymond James
“Absolute pleasure doing business here, friendly and reliable”
Services Financiers Eric F. Gosselin
Jean-Denis Giguère
“Giguère pour votre excellent service et pour les rendements cette année.”
Why these companies made our list
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