Sainte-Therese, QC

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Sainte-Therese, QC
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Best Financial Advisors in Sainte-Therese, QC

The highest-rated Financial Planning & Wealth Management companies out of 35 vetted & reviewed in the Sainte-Therese area.

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Bureau DE Credit

Bureau DE Credit

(24)
  • Debt Collector
  • Company
  • Service
“His suggestions and explanations greatly helped me make an informed decision on my possible personal loan that I am considering taking out without affecting my credit file..”
In Business Since 2019
Serving Sainte-Therese Area
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Izapro

Izapro

(1)
“Very good service”
In Business Since 2011
Licensed
1139 Rue Sainte-Hélène Suite: 101, Longueuil, QC J4K 3S3
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Gestion S. Lampron

Gestion S. Lampron

(3)
“Would definitely use again!”
In Business Since 2015
Licensed
Serving Sainte-Therese Area
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Le Groupe Green

Le Groupe Green

(1)
Wealth Preservation & Accumulation, Personal Advisory Services, Corporate Advisory Services
“Ask for Warren Lee and he will help you with your financial and investment situation.”
In Business Since 1999
Family Business
Serving Sainte-Therese Area
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Centre Hypothécaire Des Laurentides Préteurs

Centre Hypothécaire Des Laurentides Préteurs

“CodeMountain™ is a Canadian digital company located North of Montreal in the Laurentian mountains. Our roots stem from developing operational efficiency software for large enterprise & working with small to medium sized businesses. We take great prid...”
Serving Sainte-Therese Area
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Marc Bouchard CPA

Marc Bouchard CPA

“Vous êtes propriétaires d'entreprise, travailleur autonome, entrepreneur et vous cherchez un partenaire qui vous guidera dans la réalisation de vos projets ou dansl'élaboration d'un plan d'affaire. Jesuis en mesure de vous offrir tous les services do...”
In Business Since 2014
444 Rue De Maisonneuve, Sainte-Julie, QC J3E 1C6
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BL Expert

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 ...”
In Business Since 2014
Serving Sainte-Therese Area
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Rosenberg Wealth

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...”
In Business Since 2014
4269 Rue Sainte-Catherine #600, Westmount, QC H3Z 1P7
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Services Financiers Marcel Thibault

Services Financiers Marcel Thibault

Assurance, Gestion DE Patrimoine, Investissement
“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...”
In Business Since 2020
Serving Sainte-Therese Area
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Retirement Planning, Investment Planning, Tax 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.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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Tulett Matthews & Assoc

Tulett Matthews & Assoc

(2)
  • Knowledge
“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.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
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Sekure Payment Experts

Sekure Payment Experts

(44)
“I contacted her several times today and she very patiently answered my questions and made sure I understood how to navigate several screens within the sekure merchant payments hub / website.”
Remote Consultations Available
In Business Since 2012
Transparent Fees & Pricing
3 Place Ville Marie #200, Montréal, QC H3B
i
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Patient
  • Service
  • Insurance
“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
Assurances, Gestion de Patrimoine, Placements
“André is interested in your financial situation, understands it very well and does everything possible to suggest an investment profile that meets your expectations and your risk tolerance.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
  • Sympathetic
  • Professionalism
  • Cover
“Thank you Keven, thank you for everything I enjoyed working with you it was a real pleasure knowing you, thank you again for the help you gave me I really appreciate it.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Everest Financial Services

Everest Financial Services

(48)
  • Knowledge
  • Future
  • Expertise
“Whether it be insurance, savings or any number of investment vehicles, Steven is able to help me select the product I need and, just as importantly, talk through what I don't need.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Elan Accounting Services

Elan Accounting Services

(37)
Accounting and Bookkeeping, Income Tax Return, Uber & Taxi Driver Income Tax Return
“Working with Elan Accounting Services Inc was not only hassle-free, but it also provided me with peace of mind knowing that my financial matters were being handled by true professionals.”
In Business Since 2019
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
i
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Company
  • Trust
  • Personal Financial
“She always works in the best interests of her clients, always on time with the reminders and government updates and she never delays with the feedback to whatever requests you might have.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Receptionist
  • Patience
  • Telephone
“This is the first time in almost 40 years that I am regularly contacted and receive explanation about my portfolio Thank you Silvana Rizzo for being so patient and thorough!”
Transparent Fees & Pricing
Serving Sainte-Therese Area
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Assuruni

Assuruni

(44)
  • Price
  • Company
  • Couple
“Joe is a great person and has great communication skills and listens to what the customer wants and he tries his best to satisfy your needs concerning your situation with insurance , I have no regrets .”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Pauls & Associates

Pauls & Associates

(44)
  • File
  • Family
  • Questions
“I highly recommend their accounting services, I have been doing business with them for several years and I have managed to save a lot of time and money by entrusting them with my taxes.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Dettes.ca

Dettes.ca

(50)
  • Info
  • Professionalism
  • Explanation
“I was quickly taken care of everything happened very quickly and everything was done in less than a week, I can finally breathe I strongly suggest for anyone who needs help”
In Business Since 2004
3325 Boulevard de la Pinière, Terrebonne, Quebec J6X 4P7
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Annie Pelletier | Assurances et Investissements

Annie Pelletier | Assurances et Investissements

(50)
  • Service
  • Understanding
  • Myriad
“She was able to explain to me what I needed to prioritize to properly protect my children and she gave me tips for creating my budget to have an emergency fund and put money aside for studies.”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • Insurance
  • Team
  • Understanding
“Her ability to help me find insurance promptly and accurately, combined with her friendly and professional attitude, make her an exceptional collaborator.”
In Business Since 2013
Serving Sainte-Therese Area
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Retirement Planning and Investment Management Services in Sainte-Therese, QC Cost Estimates

Minimum cost
$1211
Maximum cost
$10290
National Average
$3632
Avg Per Hour Rates
$364
$2421
$6658
Typical price range is based on 297 cost profiles
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Average Cost $3632
Minimum cost $1211
Maximum cost $10290
Avg Per Hour Rates $364

Typical range $2421 to $6658 is based on 297 cost profiles.

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Wealth Management Advisors near Sainte-Therese

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