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.

Bureau DE Credit

Bureau DE Credit

(23)
  • Financial
  • Service
  • Debt
“Alex, it is undeniable that he not only answered my initial question thoroughly, but he also took the time to elaborate on crucial points related to credit and credit cards.”
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)
“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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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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Gestion Phocus

Gestion Phocus

(1)
Épargne et Placements, Assurance Particuliers, Assurance Entreprise
“Excellent service!”
In Business Since 2007
294 Rue Sainte-Anne, Varennes, QC J3X 1R7
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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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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...”
Serving Sainte-Therese Area
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Pauls & Associates

Pauls & Associates

(44)
  • File
  • Questions
  • Income Tax
“I'm highly recommended Pauls and associates, been client with them for 5 years, they are professional and helpful with my tax refund, I'm happy and will continue working with them in the future!”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(9)
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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Dimitri Lappos - Wealth Management

Dimitri Lappos - Wealth Management

(12)
  • Financial
“I've been working with Dimitri for a couple of years now and he always has a smile on his face, takes the time to be sure I understand the complexities of the market, and has helped me at arrive at the place I want to be, portfolio wise.”
Licensed
Serving Sainte-Therese Area
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The St-Georges Group

The St-Georges Group

(7)
  • Team
“Darren goes above and beyond to take the time to explain my options, ensuring that I have a very good understanding of each, so that I can make the best decision that fits my short and long term goals.”
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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Elan Accounting Services

Elan Accounting Services

(49)
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.”
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

Sekure Payment Experts

(46)
“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
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Dettes.ca

Dettes.ca

(50)
  • Info
  • Choice
  • Judgement
“Everything is well explained and they take all the time it takes to answer our questions and ensure that we can easily reach them if we need to ask other questions.”
3325 Bd de la Pinière, Terrebonne, QC J6X 4P7
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(48)
  • Patient
  • Service
  • Insurance
“Olivier was able to respond to my requests quickly.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(46)
  • 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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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Receptionist
  • Knowledge
  • Portfolio
“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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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(39)
Assurances, Gestion de Patrimoine, Placements
“We were very impressed with the personalized professional service and advice given to us by Financiere AT, and how you have tailored this specifically to suit our situation and future needs.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(42)
  • Needs
  • Family
  • Knowledge
“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.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(40)
  • Professionalism
  • Mortgage
  • House
“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.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
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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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