Best Financial Advisors in Salaberry-de-Valleyfield, QC

The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Salaberry-de-Valleyfield area.

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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Everest Financial Services

Everest Financial Services

(48)
  • Goals
  • Family
  • Expertise
“Steven had encouraged us to purchase critical illness insurance (which in all honesty I did begrudgingly) and it turned out to be best decision we ever made.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Groupe Financier Signature

Groupe Financier Signature

(42)
  • Service
  • Team
  • Options
“I believe it is a privilege for me to be able to benefit from the services of Alexandre Bergeron and Hugo Quenneville, he really listens to my needs and we adapted the service offerings to my situation brilliantly.”
In Business Since 2018
83 Rue Champlain, Salaberry-de-Valleyfield, QC J6T 1W4
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Icjc Valleyfield

Icjc Valleyfield

(43)
  • Rapidity
  • Office
  • Government
“Excellent service Very attentive to its customers, fast, takes the time to explain to us and even goes to find the information elsewhere if it does not have all the information We highly recommend”
In Business Since 2021
106 Rue du Marché, Salaberry-de-Valleyfield, QC J6T 1P7
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M.i.a.g.e. Business Solutions

M.i.a.g.e. Business Solutions

(18)
  • Tax
  • Accounting
  • Team
“They are very committed in providing good customer services and has truly done an incredible job in taking a simple tax service to a leading tax preparation and accounting service in Montreal areas.”
In Business Since 2007
6600 Trans-Canada Hwy, Pointe-Claire, Quebec H9R 4S2
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Whitrod Leduc CPA

Whitrod Leduc CPA

Tax Planning, Corporate Financial Planning, Personal Integrated Financial Planning
“As a business-owner, you know your business inside-out, but when it comes to tax reduction opportunities or tax traps you are undoubtedly looking for the appropriate advice. Let us help you meet your accounting and tax compliance requirements, organi...”
Serving Salaberry-de-Valleyfield Area
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Lamarre Chantal

Lamarre Chantal

(24)
  • Adaptive Expertise
  • Will
  • Understanding
“I really appreciated receiving a draft of the documents to read at home and to be able to make modifications and a list of questions before the final meeting.”
163 Av. Saint-Charles, Vaudreuil-Dorion, QC J7V 2L2
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Azur Cabinet de Services Financiers

Azur Cabinet de Services Financiers

Individus, Entreprise, Famille
“Nous travaillons en collaboration et avec le soutien d'autres professionnels tels que comptables, fiscalistes, avocats et notaires ainsi que des gestionnaires de fonds afin de couvrir tous les aspects de vos projets.”
In Business Since 2015
291 Rue Sylvain-Lelièvre, Vaudreuil-Dorion, QC J7V 0C1
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Quenneville Walsh Private Wealth Management of Raymond James

Quenneville Walsh Private Wealth Management of Raymond James

(10)
  • Financial
  • Business
“Their team comprises of highly skilled, knowledgeable, and approachable experts who not only make the pursuit of financial freedom achievable but also profoundly reassuring.”
In Business Since 2015
Serving Salaberry-de-Valleyfield Area
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NMP Groupe Financier

NMP Groupe Financier

Investissements, En Vue de la Retraite, Assurances
“NMP Groupe Financier Inc. est un cabinet de services-conseils indépendant qui procure à ses clients des solutions de placements et de protection de patrimoine en partenariat avec Groupe Cloutier Investissements Inc. En faisant affaire avec le groupe,...”
In Business Since 2018
450 Rue Lyrette Suite 200, Salaberry-de-Valleyfield, QC J6S 5W1
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Spencer Mancini Wealth Management / Gestion de Patrimoine

Spencer Mancini Wealth Management / Gestion de Patrimoine

(3)
“He completed all the documentation very quickly and efficiently, and was very pleasant to deal with.”
In Business Since 2019
1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Monconseiller.ca | Planificateur Conseiller Financier

Monconseiller.ca | Planificateur Conseiller Financier

(2)
“Very good place to invest your money, my advisor is Dominique, very efficient and the investments are going very well.”
12 Av. Saint-Jean-Baptiste, Vaudreuil-Dorion, QC J7V 2N9
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Arte Wealth Management Inc.

Arte Wealth Management Inc.

“Carte empowers you with industry-leading support, technology, tools, compliance & culture.”
455C Main Road, Hudson, Quebec J0P 1H0
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Services Financiers Francine

Services Financiers Francine

“C'est lors de ma dernière année d'étude en optométrie que j'ai décidé de travailler avec APEX Gestion Privée pour ma gestion de Patrimoine. Après avoir rencontré de nombreuses firmes dans ce domaine pendant mes études à l'Université de Montréal, c'es...”
17 Bd de la Cité-des-Jeunes Bureau 200, Vaudreuil-Dorion, QC J7V 0N3
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Justin McHugh Financial Services

Justin McHugh Financial Services

“Les représentants en courtage et en épargne collective (« conseillers en fonds commun ») inscrits auprès de Patrimoine Manuvie inc. offrent des fonds communs de placement. Services d'Investissement Inc. Les produits et les services d'assurance sont v...”
Serving Salaberry-de-Valleyfield Area
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Collum Planning

Collum Planning

(1)
“I have seen the professionalism this gentleman shows to his clients first hand.”
In Business Since 2017
Serving Salaberry-de-Valleyfield Area
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Potvin Allard CPA Inc.

Potvin Allard CPA Inc.

17 Bd de la Cité-des-Jeunes suite 200, Vaudreuil-Dorion, QC J7V 0N3
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Josée Rainville Services Financiers Inc.

Josée Rainville Services Financiers Inc.

(1)
“Thank you Josée and Eric!”
Serving Salaberry-de-Valleyfield Area
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Ballast Wealth Management

Ballast Wealth Management

Risk Management, Investing, Education Planning:
“At Ballast Wealth Management, we strive to provide peace of mind to our clients, while enabling them to achieve their life goals, by helping them with their financial stability in a sometimes volatile world. Our holistic approach to wealth management...”
In Business Since 2021
755 Boul. Saint-Jean Suite 301, Pointe-Claire, QC H9R 5M9
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Ron Barbara Financial Services

Ron Barbara Financial Services

755 Boul. Saint-Jean Suite 605, Pointe-Claire, QC H9R 5M9
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Groupe Lamarre Lalonde

Groupe Lamarre Lalonde

“Pionniers en matière de gestion indicielle au Québec, nous concentrons nos efforts sur la structure de nos portefeuilles plutôt que sur la sélection de titres ou de gestionnaires, nous permettant ainsi une plus grande fiabilité des résultats....”
In Business Since 2012
1 Av. Holiday #145, Pointe-Claire, QC H9R 5N3
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Cusson & Associés Planification Financière

Cusson & Associés Planification Financière

“Ceci n'est pas un site Web ni une publication officielle de iA Gestion privée de patrimoine inc. et l'information et les opinions présentées ne reflètent pas nécessairement l'opinion de iA Gestion privée de patrimoine inc. Les renseignements contenus...”
In Business Since 2016
West tour, tour Ouest, 1 Holiday Ave bureau 550, Pointe-Claire, Quebec H9R 5N3
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Investors Group Securities

Investors Group Securities

Licensed
Transparent Fees & Pricing
Route Transcanadienne, 6500 Trans-Canada Hwy, Pointe-Claire, Quebec H9R 0A5
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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 Salaberry-de-Valleyfield Area
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Retirement Planning and Investment Management Services in Salaberry-de-Valleyfield, QC Cost Estimates

Minimum cost
$1223
Maximum cost
$10390
National Average
$3667
Avg Per Hour Rates
$367
$2445
$6723
Fair price range is based on 286 cost profiles
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Average Cost $3667
Minimum cost $1223
Maximum cost $10390
Avg Per Hour Rates $367

Fair range $2445 to $6723 is based on 286 cost profiles.

Why these companies made our list

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