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Izapro
“Very good service”
Best Financial Advisors near Sainte-Thérèse, QC
These firms serve Sainte-Thérèse from nearby bases in towns including Laval, Montreal and Westmount.
24 firms listed · 6 open weekends · 20 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
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Le Groupe Green
“Ask for Warren Lee and he will help you with your financial and investment situation.”
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BL Expert
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Rosenberg Wealth
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Services Financiers Marcel Thibault
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Olivier Truchon Conseiller en Sécurité Financière
- 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.”
The 24 firms listed for Sainte-Thérèse, 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-Thérèse, QC
21 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 1,426 reviews; 11 have 50 or more reviews and 20 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (57%) and quality (50%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "knowledge". 6 are open on Saturdays and 3 on Sundays. 1 shows a licence on its website. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 1999. 1 offers a free initial consultation and 1 is family- or locally-owned. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 18 list a public email and 9 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-Thérèse take financial planning bookings online?
9 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.
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Financière AT - Gestion de Patrimoine
- Insurance
- Honest
- Questions
“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.”
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Émergence Cabinet de Services Financiers Inc.
- 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.”
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Everest Financial Services
- 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.”
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Rothenberg Wealth Management
- 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!”
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Pauls & Associates
- 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.”
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Annie Pelletier | Assurances et Investissements
- 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.”
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Services Financiers Ton Courtier
- 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.”
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Groupe Natale
- Knowledge
- Team
- Business
“Very good service, would highly recommend!”
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Services Financiers Avie Financial Services
- Professionalism
- Mortgage
- House
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
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TÙS Gestion de Patrimoine
- Hands
- Merger
- Wallet
“His customer service is excellent, in particular thanks to the diligent follow-ups from him and his team (Special mention to Camille with whom I communicate a lot 🫶🏼).”
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Reei.ca
- Merger
- Empathy
- Trust
“Clear and well-versed advice!”
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Planificateur Financier Indépendant | Marc-Olivier Desmarais
- Trust
- Service
“I am more than satisfied with the results, he supported me in developing a solid plan to achieve financial independence much sooner than I would have thought possible.”
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Rivard
- Team
- Service
- Monetary Investment
“In addition, their building brings together everything you need in the real estate field: investment, mortgage broker, insurance broker, real estate agents, a construction and renovation contractor and more.”
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AEC Financial Group - National Bank Financial
- Finances
- Team
- Professional
“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!”
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Veltista Financial Services
- Life Insurance
- Family
- Professional
“This company came highly recommended from a personal friend, and it didn't disappoint, The advisor took the time I needed to explain and make my savings work for me!”
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Lumos Services Financiers
- Insurance
- Monetary Investment
“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.”
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Magnolia Gestion - Groupe Financier
- Jargon
- Service
- Popular Science
“Personalized service, an advisor who really cares about my needs, who is available and always on the lookout for the best strategies to advise me adequately and what's more, he is good company!”
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Espace Finance, Cabinet de Services Financiers
- Team
- Trust
- Honest
“If you are interested and involved in your finances it will go into more detail according to your abilities, if you are more interested in something in broad terms then it will auto-pilot it will adapt.”
Retirement Planning and Investment Management Services in Sainte-Thérèse, 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
Why these companies made our list
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