Gennaro Natale - Groupe Natale
“I truly enjoyed meeting him and I'm very happy with his services offered.”
Best Financial Advisors near Sainte-Thérèse, QC
These firms serve Sainte-Thérèse from nearby bases in towns including Laval, Montreal and Blainville.
15 firms listed · 2 open weekends · all 15 rated 4.5+
Data verified October 21, 2026
Financière AT - Gestion de Patrimoine
“His respect for clients creates a climate of trust which is necessary when we need financial advice.”
TÙS Gestion de Patrimoine
“Works meticulously, professionally and has a very good command of the expertise in his field.”
Olivier Truchon Conseiller en Sécurité Financière
“Very good service and very good support.”
Everest Financial Services
“I've had the honor of working with Steven and I recomend his services because of his knowledge.”
Espace Finance, Cabinet de Services Financiers
“What a professional team, I have been a customer for over 20 years and I have been served quickly and diligently throughout our collaboration!”
The 15 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
The 15 firms on this page are rated from 4.8 to 5.0 across 1,135 reviews; 9 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (67%) and responsiveness (57%). The topics that come up most in reviews of the firms on this page are "trust", "knowledge" and "patient". 2 are open on Saturdays. Domain records put 2 websites of the firms on this page at ten or more years old; the oldest dates from 2006. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 12 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 15 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.
Planico
“Following the meeting with Denis, I was able to get better advice for my personal finances.”
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Planificateur Financier Indépendant | Marc-Olivier Desmarais
“I am aware of each step and respond quickly when there are changes to my file.”
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Annie Pelletier | Assurances et Investissements
“She really takes her work to heart and listens to the needs of her clients.”
Services Financiers Ton Courtier
“I've been working with Ton Courtier for several years and they always find the best prices for me.”
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Tulett, Matthews & Associates
“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.”
Rivard
“I was very well guided in my investments!”
Lumos Services Financiers
“Golden advice for my investments and insurance, I recommend to everyone without hesitation.”
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Movative
“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.”
Veltista Financial Services
“Professionalism at 100% and full transparency, excellent from start to finish”
Why these companies made our list
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