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.

Rothenberg Wealth Management

Rothenberg Wealth Management

(18)
Retirement Planning, Overview, Investment Planning
“She has also had accounts with 6 other institutions; there is NO comparison between these institutions and Rothenberg and Tina in particular are THE BEST!”
In Business Since 2000
Serving Sainte-Therese Area
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Gestion Phocus

Gestion Phocus

Épargne et Placements, Assurance Particuliers, Assurance Entreprise
“La gestion de vos finances personnelles ou corporatives est une étape essentielle pour protéger votre avenir et celui de vos proches, ou pour assurer la pérennité de votre entreprise. Gestion Phocus vous propose un accompagnement stratégique et des s...”
In Business Since 2007
294 Rue Sainte-Anne, Varennes, QC J3X 1R7
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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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Izapro

Izapro

“Tout est une question d'analyse. La prise de conscience de votre but ultime. Il n'est pas rare que nous affirmions vouloir « A » alors que l'ensemble de nos actions produisent « B ». Nous sommes là pour faire la lumière sur la situation actuelle et a...”
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)
“Best cie ever”
In Business Since 2015
Licensed
Serving Sainte-Therese Area
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G1 Plan Services Financiers

G1 Plan Services Financiers

(1)
“Lets Go!”
In Business Since 2012
Serving Sainte-Therese Area
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Bureau DE Credit

Bureau DE Credit

(1)
  • Service
“Extremely professional and efficiant”
In Business Since 2019
Serving Sainte-Therese Area
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Centre Hypothécaire Des Laurentides Préteurs

Centre Hypothécaire Des Laurentides Préteurs

“We're happy to welcome a new group of clients as we've recently acquired the TC Media client website portfolio. To facilitate their transition, we created a brand called smbCoach™ that puts into perspective the new and improved service offer our clie...”
In Business Since 2008
Serving Sainte-Therese Area
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SFL Westmount

SFL Westmount

“Nosbureaux SFL Gestion de patrimoine, situés dans la grande région de Montréal, se positionnent comme chefs de file en termes de service, d'éthique et de solutions pour répondre aux besoins des clients les plus exigeants. Nos clients profitent chaque...”
In Business Since 2018
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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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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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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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(6)
Tax Management Services, Financial Accounting and Management, Payroll Management Services
“Wow KAD consultancy is an awesome place to do all ur taxes, accounting, payroll n all kinds of administrative work n also all areas of consultancy a business is required to be successful.”
Remote Consultations Available
In Business Since 2017
Transparent Fees & Pricing
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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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
10-, 474 McGill St, Montreal, Quebec H2Y 2H2
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Elan Accounting Services

Elan Accounting Services

(29)
Tax Planning, Income Tax Return, Uber & Taxi Driver Income Tax Return
“I have worked with Elan Accounting from my first time filing tax until now and they have proved to be professional,on-time and reliable in every aspect.”
In Business Since 2019
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

Sekure Payment Experts

(27)
  • Call
  • Processor
  • Relationship Manager
“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 2E3
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Everest Financial Services

Everest Financial Services

(28)
  • Pleasure
  • Knowledge
  • Family
“He is extremely resourceful, and with his vast experience and willingness to help, Steven is always adapting and evolving to better serve and help the people he sits in front of.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • 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!”
In Business Since 2012
Transparent Fees & Pricing
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Groupe Natale

Groupe Natale

(16)
Services For Corporations, Entrepreneurs and Affluent Clients, Individual & Family
“Have been a client of Groupe Natale for many years now and benefited greatly from the professional and high quality service and advice provided.”
In Business Since 2018
Free Initial Consultation
3055 Boulevard Saint-Martin O suite 620, Laval, Quebec H7T 0J3
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Moon Tax Services

Moon Tax Services

(29)
  • Questions
  • Financial
  • Rates
“My tax filings for the last 4 years had many issues and tax consultants whom I previously consulted didn't have the knowledge to file taxes for a resident in Ontario working for a Quebec company so I had to end up paying more.”
In Business Since 2022
Free Initial Consultation
740 Mnt Montrougeau, Laval, QC H7P 5K4
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Lawadvisors

Lawadvisors

(12)
Life Insurance
“When I was searching for information on life insurance for my mother I didn't have to wait long as Norman called me right away to give me detailed information I was needing.”
Free Initial Consultation
In Business Since 2017
Licensed
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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SV Taxes and Accounting

SV Taxes and Accounting

(17)
  • Accountant
  • Questions
  • Price
“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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3D Financial

3D Financial

(8)
Insurance, Financial Planning, Wealth Management
“The net result gas been beyond all possibke expectation in terms of exceent returns from secure investments and a reporting system that answers all possible questions.”
In Business Since 2019
Free Initial Consultation
3080 Boul. le Carrefour Suite 500, Laval, Quebec H7T 2R5
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Melkonian Finance

Melkonian Finance

(10)
Review Mortgage, Specific Purchases, Debt Management
“As a business owner, my income can sometimes fluctuate so planning for the future is even more important - Alex and his team have done a fantastic job of making sure I am set to reach my goals.”
In Business Since 2015
7575 Trans Canada Route Suite 555, Saint-Laurent, Quebec H4T 1V6
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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.

Why these companies made our list

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