View Profile

Bureau DE Credit

(24)

Letters
Company
Financial

“Alex, it is undeniable that he not only answered my initial question thoroughly, but he also took the time to elaborate on crucial points related to credit and credit cards.”

i

View Profile

Izapro

(1)

“Very good service”

i

View Profile

Le Groupe Green

(1)

Employee Benefit Planning, Corporate Advisory Services, Strategic Philanthropy

“Ask for Warren Lee and he will help you with your financial and investment situation.”

i

View Profile

Rosenberg Wealth

“With over 20 years of industry experience Jonathan brings a wealth of experience and knowledge to his role as financial advisor. From investing to using insurance and tax strategies to build, protect, maximize and transfer your wealth, Jonathan can h...”

i

View Profile

BL Expert

“BL EXPERT refers to its founder, Bruno Legrand, former partner and expert analyst consultant at BBSP research. Bruno Legrand spent more than 20 years accumulating knowledge in the field of financial technical analysis, forecasting global markets and ...”

i

View Profile

Services Financiers Beauchamp

“Si vous n'avez pas encore d'assurance collective, nous pouvons explorer avec vous les différentes possibilités en fonction de vos objectifs et de votre budget. Si vous êtes déjà couvert, nous analyserons votre programme de couverture afin de s'assure...”

i

View Profile

Services Financiers Marcel Thibault

Investissement, Gestion DE Patrimoine, Assurance

“Souvent méconnus ou mécompris, les produits d'assurance peuvent jouer divers rôles. Le professionnel financier du Cabinet de services financiers Marcel Thibault est au fait des meilleurs produits sur le marché et peut vous aider à déterminer vos beso...”

i

View Profile

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)

Estate and Insurance Planning, Tax Planning, Corporate 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.”

i

View Profile

Sekure Payment Experts

(44)

“We are a small non-profit organization, and we recently switched merchant processors and servicers and Neville has helped me with all the snags that have happened along the way.”

i

View Profile

Stratéginc Groupe Financier

(50)

Popular Science
Proactive
Strategy

“Truly, I am a satisfied client and, without doubt, one of the best decisions I made a few years before my retirement was to transfer my assets to StratégInc.”

i

View Profile

Émergence Cabinet de Services Financiers Inc.

(48)

Pressure
Cover
Financial

“I'm not personally comfortable with investments and money in general, but my brother Keven took the time to explain and guide me through the different options available to me.”

i

View Profile

Rothenberg Wealth Management

(47)

Happy
Telephone
Mom

“I'm very satisfied with the services that I have received to date and will continue to recommend Rothenberg and Rothenberg and Miss Patel to both to family and friends.”

i

View Profile

Elan Accounting Services

(37)

Payroll Services, Uber & Taxi Driver Income Tax Return, Gst/Qst Services

“A very organized, detailed and responsive collection, I am happy to meet you and for three years I have been introducing and recommending you to everyone with ease and pride.”

i

View Profile

Pauls & Associates

(44)

Price
Family
Income Tax

“This firm has been handling my tax matters for the past 5 years and service has always been professional, timely and they always accommodated any special scheduling needs of mine.”

i

View Profile

Lacasse Financial Services

(34)

Trust
Questions
Monetary Investment

“He took the time to listen to us, to clearly establish our needs based on the objectives we have and thus be able to make a detailed and precise plan for the entire year!!”

i

View Profile

Mathieu Marcil, Pl.fin.

(30)

Planification Financière, Tarification, Planification Pour Entreprises

“He was not only interested in the professional side, but also on the personal level to be sure to give me a personalized service that meets my needs and those of my family.”

i

View Profile

Services Financiers Avie Financial Services

(44)

Work
House
Heart

“Alena, I want to express our gratitude to you for your professionalism and personal approach to our file, in finding the best conditions in the bank and completing documents in a short time.”

Featured

Maximisez votre REER pour 2023 - Ne manquez pas cette opportunité ! Vous pouvez encore contribuer à votre REER pour l'année 2023 jusqu'au 29 février 2024 et bénéficier des avantages fiscaux. Vos contributions des 60 premiers jours de l'année suivante peuvent être appliquées rétroactivement selon la loi fiscale. Consultez votre Avis de cotisation 2022 pour connaître votre plafond de cotisation et saisissez cette chance d'optimiser vos finances pour l'avenir !

i

View Profile

TÙS Gestion de Patrimoine

(33)

Monetary Investment
Wallet
Trust

“A young advisor in his business, dynamic, competent, transparent at the same time as being an excellent teacher, it is completely obvious for me to recommend his services.”

i

View Profile

Reei.ca

(32)

Patient
Trust
Explanation

“Very good service, the super friendly representative who was able to answer all our questions.”

i

View Profile

Rivard

(37)

Strategy
Monetary Investment
Service

“After several years of investing with a virtual bank with reduced management fees, I was disillusioned by the impersonal, difficult to access and "one size fits all" customer service!”

i

View Profile

Montreal Financial

(36)

Business Tax
Couple
Small Business

“Having very recently moved to Quebec and starting up my own consulting/freelancing business, I was completely overwhelmed in trying to understand this provinces corporate taxes as well as sales taxes to charge my clients.”

i

View Profile

Mylène Lapointe - Planificateur Financier Indépendant

(22)

Optimisation Financière, Gestion Des Risques, Coach Financier

“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.”

i

View Profile

DV Consultation S.e.n.c.r.l

(28)

Modélisation, Évaluation D'entreprises, Plan D'affaires et Budget

“I will indeed be using his services to assess valuation once my company grows enough and I've started taking a salary.”

i

View Profile

Gestion de Patrimoine Villeneuve

(18)

Entreprises et Travailleurs Autonomes, Placements, Immobilier

“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).”

i

Average Cost	$3642
Minimum cost	$1214
Maximum cost	$10317
Avg Per Hour Rates	$365

Best Financial Advisors in Sainte-Julie, QC

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Sainte-Julie area.

Bureau DE Credit

Izapro

Le Groupe Green

Rosenberg Wealth

BL Expert

Services Financiers Beauchamp

Services Financiers Marcel Thibault

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Sekure Payment Experts

Stratéginc Groupe Financier

Émergence Cabinet de Services Financiers Inc.

Rothenberg Wealth Management

Elan Accounting Services

Pauls & Associates

Lacasse Financial Services

Mathieu Marcil, Pl.fin.

Services Financiers Avie Financial Services

TÙS Gestion de Patrimoine

Reei.ca

Rivard

Montreal Financial

Mylène Lapointe - Planificateur Financier Indépendant

DV Consultation S.e.n.c.r.l

Gestion de Patrimoine Villeneuve

Retirement Planning and Investment Management Services in Sainte-Julie, QC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Sainte-Julie

Popular in Sainte-Julie