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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.”

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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.”

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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”

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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.”

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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...”

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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.”

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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.”

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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.”

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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,...”

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Spencer Mancini Wealth Management / Gestion de Patrimoine

(3)

“He completed all the documentation very quickly and efficiently, and was very pleasant to deal with.”

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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.”

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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.”

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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...”

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Arte Wealth Management Inc.

“Carte empowers you with industry-leading support, technology, tools, compliance & culture.”

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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...”

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Collum Planning

(1)

“I have seen the professionalism this gentleman shows to his clients first hand.”

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Potvin Allard CPA Inc.

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Josée Rainville Services Financiers Inc.

(1)

“Thank you Josée and Eric!”

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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...”

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Ron Barbara Financial Services

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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....”

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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...”

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Investors Group Securities

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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 ...”

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Average Cost	$3667
Minimum cost	$1223
Maximum cost	$10390
Avg Per Hour Rates	$367

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.

Everest Financial Services

Groupe Financier Signature

Icjc Valleyfield

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

Whitrod Leduc CPA

Lamarre Chantal

Azur Cabinet de Services Financiers

Quenneville Walsh Private Wealth Management of Raymond James

NMP Groupe Financier

Spencer Mancini Wealth Management / Gestion de Patrimoine

Tulett Matthews & Assoc

Monconseiller.ca | Planificateur Conseiller Financier

Services Financiers Francine

Arte Wealth Management Inc.

Justin McHugh Financial Services

Collum Planning

Potvin Allard CPA Inc.

Josée Rainville Services Financiers Inc.

Ballast Wealth Management

Ron Barbara Financial Services

Groupe Lamarre Lalonde

Cusson & Associés Planification Financière

Investors Group Securities

BL Expert

Retirement Planning and Investment Management Services in Salaberry-de-Valleyfield, QC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Salaberry-de-Valleyfield

Popular in Salaberry-de-Valleyfield