Mylène Lapointe - Planificateur Financier Indépendant
“Everything is crystal clear and his advice is very wise.”
Best Financial Advisors near Sainte-Julie, QC
These firms serve Sainte-Julie from nearby bases in towns including Montreal, Saint-Hubert and Saint-Bruno-de-Montarville.
15 firms listed · 2 open weekends · all 15 rated 4.5+
Data verified October 21, 2026
Émergence Cabinet de Services Financiers Inc.
“Keven is an outstanding financial security advisor who pays attention to all the details while handling a variety of tasks.”
TÙS Gestion de Patrimoine
“Enrique is very well spoken and makes you feel very confident with his attentiveness and professionalism.”
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Groupe Financier Strateginc
“His financial and networking advice is invaluable.”
Monarque Conseil
“Excellent service meeting my expectations in terms of sound advice!”
Lacasse Financial Services
“André helped me put my financial management in order to achieve my goals without having to deprive myself.”
The 15 firms listed for Sainte-Julie, 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: Sainte-Julie, QC
The 15 firms on this page are rated from 4.8 to 5.0 across 2,336 reviews; 7 have 50 or more reviews. The topics that come up most in reviews of the firms on this page are "trust" and "patient". 2 are open on Saturdays and 1 on Sundays. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 2008. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; all 15 list a public email and 6 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 Sainte-Julie take financial planning bookings online?
6 of the 15 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.
Planico
“Following the meeting with Denis, I was able to get better advice for my personal finances.”
Reei.ca
“Thanks to Philippe-Olivier for his excellent service and patience!!”
Mathieu Marcil, Pl.fin.
“Mathieu has been our advisor for more than ten years, very professional, he listens to our needs and he has planned a great retirement for us.”
Gestion de Patrimoine Villeneuve
“Very good service, very personalized and available.”
Banville Gestion de Patrimoine
“Very good consulting services firm with all the choices of investment products available.”
Lumos Services Financiers
“Great service from advisor Julien Lalancette!”
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Jean-François Vinet, Pl. Fin. CIM | Gestion de Patrimoine Assante
“Very attentive and attentive to needs.”
Magnolia Gestion - Courtier Assurance Vie au Québec
“If you are looking for an advisor who truly cares about meeting the needs of his clients, Magnolia Gestion is the one for you.”
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Movative
“With Michael Angiletta everything is possible!”
Why these companies made our list
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