Quenneville Walsh Private Wealth Management of Raymond James
Ron Barbara Financial Services
Services Financiers Francine
Spencer Mancini Wealth Management / Gestion de Patrimoine
Tulett Matthews & Assoc
Whitrod Leduc CPA
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Everest Financial Services
(42)
Insurance
Family
Goals
“I highly recommend Steven and Everest Financial Services to anyone looking for a trusted financial advisor who genuinely cares about their clients' success.”
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Groupe Financier Signature
(42)
Service
Insurance
Finance
“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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M.i.a.g.e. Business Solutions
(18)
Tax
Accounting
“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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Icjc Valleyfield
(16)
“Very very satisfied with my accountant Janick Cousineau fast service nothing to say and even that she helps me to open my own business wow thank you again Janick 🥰☺️ …”
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Quenneville Walsh Private Wealth Management of Raymond James
(10)
Financial
“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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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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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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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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Lamarre Chantal
(23)
Explanation
Service
Adaptive Expertise
“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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LD CPA Inc
(2)
“Excellent service, Karl always takes the time to answer questions and their services always have good added value!”
“Very good place to invest your money, my advisor is Dominique, very efficient and the investments are going very well.”
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Tulett Matthews & Assoc
(1)
“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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Arte Wealth Management Inc.
“Carte empowers you with industry-leading support, technology, tools, compliance & culture.”
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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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Josée Rainville Services Financiers Inc.
(1)
“Thank you Josée and Eric!”
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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.
“This is my personal website; i will host most of my projects here. additionally, i'm going to try to maintain my blog, where i'll share random stuff. enjoy browsing!”
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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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Patrimoine Rodan Wealth
Service Bancaire Privé, Planification Par Objectif, Faire Croître Vos Placements
“Lorsque l'on fait de la course à pied, l'objectif n'est pas de finir le 5km en un temps record, l'objectif est plutôt de gérer son stress, de maintenir une bonne santé cardio vasculaire, de se sentir en forme physique et mentale. Et pour atteindre ce...”
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Ron Barbara Financial Services
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Cusson & Associés Planification Financière
“Expliquer ce qui motive nos recommandations en matière de planification financière* et de placement, en demeurant à l'affût de solutions novatrices afin de maximiser vos avoirs, préserver votre actif et identifier les facteurs potentiels de risque....”
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Octant Gestion de Patrimoine
“Nous offrons une gamme très étendue de services et d'instruments pour vous faire atteindre tous vos objectifs de gestion de votre patrimoine, que ce soit pour le protéger ou pour le faire fructifier. Vous pourriez également bénéficier d'un programme ...”
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Retirement Planning and Investment Management Services in Salaberry-de-Valleyfield, QC Cost Estimates