View Profile
Le Groupe Green
“Ask for Warren Lee and he will help you with your financial and investment situation.”
Best Financial Advisors near Sainte-Julie, QC
These firms serve Sainte-Julie from nearby bases in towns including Montreal, Saint-Hubert and Saint-Léonard.
24 firms listed · 1 open 24/7 · 6 open weekends · 20 rated 4.5+
Data verified October 19, 2026
View Profile
Rosenberg Wealth
View Profile
BL Expert
View Profile
Services Financiers Beauchamp
View Profile
Services Financiers Marcel Thibault
View Profile
Stratéginc Groupe Financier
- 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.”
The 24 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
20 of the 24 firms on this page have a rating, from 4.6 to 5.0 across 1,222 reviews; 7 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (48%) and quality (36%). The topics that come up most in reviews of the firms on this page are "trust" and "patient". 1 is open around the clock; 6 are open on Saturdays and 5 on Sundays. Domain records put 9 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers urgent consultations and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 20 publish a contact page; 18 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 Sainte-Julie 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.
View Profile
Émergence Cabinet de Services Financiers Inc.
- 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.”
View Profile
Rothenberg Wealth Management
- 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.”
View Profile
Pauls & Associates
- 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.”
View Profile
Services Financiers Avie Financial Services
- 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.”
View Profile
Mathieu Marcil, Pl.fin.
- Trust
- Service
- Strategy
“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.”
View Profile
Lacasse Financial Services
- 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!!”
View Profile
TÙS Gestion de Patrimoine
- 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.”
View Profile
Reei.ca
- Patient
- Trust
- Explanation
“Very good service, the super friendly representative who was able to answer all our questions.”
View Profile
Rivard
- 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!”
View Profile
Mylène Lapointe - Planificateur Financier Indépendant
- Trust
- Elle
- Service
“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.”
View Profile
Gestion de Patrimoine Villeneuve
- Human
- Wallet
- Service
“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).”
View Profile
AEC Financial Group - National Bank Financial
- Professional
- Team
- Finances
“Professional team that not only takes the time to listen to your financial needs but goes above and beyond to make sure you are truly part of the decision making process!”
View Profile
Lumos Services Financiers
- Monetary Investment
- Insurance
“I purchased my life insurance policy with Lumos in addition to letting them manage my personal investments and I am very satisfied with the results and the service provided, a modern and professional team.”
View Profile
Monarque Conseil
- Availability
- Service
- Life
“I have been a client of Céline Paret for several years for my RRSP and CElI investments, Céline who prepared and validated my retirement plan, I am now retired and as planned everything is perfect, Céline communicates regularly and Follow-ups on what...”
View Profile
Movative
- Team
- Business
“He simply took me by the and ma made sure my business was safe but most importantly my family would be taken care of making sure that they wouldn't have to Worry about a thing if something would happen to me.”
View Profile
Les Services Financiers Dupont
“He takes good care of his customers.”
View Profile
Unia Finances Inc.
- Human
- Trust
- Insurance
“From the first contact, she was able to put me at ease and offer me different personal and professional insurance options adapted to my reality as a young health entrepreneur, without pressure.”
View Profile
Gestion de Patrimoine Assante Jean-François Vinet
- Service
- Strategy
- Saving
“So, I highly recommend it to anyone looking for a reliable and efficient service.”
Retirement Planning and Investment Management Services in Sainte-Julie, QC Cost Estimates
Minimum cost
$1214
Maximum cost
$10317
National Average
$3642
Avg Per Hour Rates
$365
$2428
$6676
Average price range is based on 522 cost profiles
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
