Best Financial Advisors in Sherbrooke, QC

24 firms listed · 12 in Sherbrooke · 1 open weekends · 15 rated 4.5+

Data verified October 19, 2026

Gestion de Patrimoine Félix Leclerc

Gestion de Patrimoine Félix Leclerc

(21)
  • Monetary Investment
  • Friendly
  • Reality
“His ability to understand and anticipate the needs of his clients, combined with his passion for real estate, makes him an invaluable ally for anyone looking to secure and develop their financial assets while living from their passions.”
In Business Since 2022
3200 A Rue King Ouest, Sherbrooke, QC J1L 1C9
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Solutions Budget Plus

Solutions Budget Plus

(8)
  • Service
  • Volunteers
“Thanks Great”
In Business Since 2001
79 Rue Wellington N, Sherbrooke, QC J1H 5A9
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GCF Pro

GCF Pro

(2)
“Excellent service, work that met my expectations.”
In Business Since 2016
2050 Rue King Ouest bureau 230, Sherbrooke, Quebec J1J
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Mérici Services Financiers

Mérici Services Financiers

In Business Since 2002
Edifice Central, 31 Rue King Ouest #202, Sherbrooke, Quebec J1H 1N5
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Pascale Gagné

Pascale Gagné

(3)
“She listens to her customers, and if she doesn't know a product, she will find the answers quickly to come up with suggestions!”
In Business Since 2023
1955 Rue Belvédère S #200, Sherbrooke, Quebec J1H 5Y3
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Planifia

Planifia

(1)
“Good service, friendly staff.”
31 Rue Cate, Sherbrooke, QC J1J 2N9
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The 24 firms listed for Sherbrooke, 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: Sherbrooke, QC

12 of the 24 firms we list are based in Sherbrooke; the other 12 serve Sherbrooke from towns including Drummondville (70 km), Magog (25 km) and Mansonville (59 km). 17 of the firms on this page have a rating, from 3.7 to 5.0 across 177 reviews; 1 has 50 or more reviews and 15 are rated 4.5 or higher. 1 is open on weekends. The services the firms on this page list most often on their websites are assurances (2), retraite (2) and succession (2). 12 have ten or more years of experience, the longest 26 years. We have a website on file for 23 of the firms on this page; 13 publish a contact page and 13 list a public email. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Sherbrooke listed here?

12 of the 24 firms are in Sherbrooke itself. The rest come from other towns within 75 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

Équipe Hébert - IG Gestion Privée de Patrimoine

Équipe Hébert - IG Gestion Privée de Patrimoine

In Business Since 2019
2203 Rue King Ouest, Sherbrooke, QC J1J 2G2
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Cabinet Financier Alain Villeneuve

Cabinet Financier Alain Villeneuve

(2)
“Proactive and produces good results.”
In Business Since 2014
3200-A Rue King Ouest bureau a-200, Sherbrooke, Quebec J1L 1C9
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Services Financiers Andre Laliberte

Services Financiers Andre Laliberte

(1)
“Top quality service.”
In Business Since 2015
4742 Rue Guillaume, Sherbrooke, QC J1N 3X3
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Summum Partenaire Financier

Summum Partenaire Financier

In Business Since 2015
819 Rue Chalifoux, Sherbrooke, QC J1G 1R7
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MV Finances

MV Finances

(1)
“Service hors pair!”
581 Bd Jacques-Cartier N, Sherbrooke, QC J1J 3A3
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Efb Capital

Efb Capital

In Business Since 2005
Sherbrooke, QC J1G
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Roy Lévesque et Associés

Roy Lévesque et Associés

(3)
“I recommend them for their professionalism, for their high level of competence (corporate among others) and for their great dedication to all customers: a family business in which you feel like family.”
Magog, QC · 25 km from Sherbrooke
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Lemelin Cabinet de Services Financiers

Lemelin Cabinet de Services Financiers

(2)
“Excellent”
Drummondville, QC · 70 km from Sherbrooke
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LGF Lampron Gagnon Groupe Financier

LGF Lampron Gagnon Groupe Financier

(1)
“Professional, attentive to our needs and friendly.”
In Business Since 2015
Drummondville, QC · 70 km from Sherbrooke
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Altitude Conseils Financiers

Altitude Conseils Financiers

(1)
“Extraordinary team!”
In Business Since 2011
Drummondville, QC · 70 km from Sherbrooke
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Grandmont & Comeau

Grandmont & Comeau

(2)
“The members are professional, rigorous and experts in their field.”
Drummondville, QC · 70 km from Sherbrooke
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Garand Gestion Privée

Garand Gestion Privée

Drummondville, QC · 70 km from Sherbrooke
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Mica Capital

Mica Capital

In Business Since 2000
Mansonville, QC · 59 km from Sherbrooke
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Le Groupe Uni-Vie Inc.

Le Groupe Uni-Vie Inc.

In Business Since 2019
Drummondville, QC · 70 km from Sherbrooke
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Le Point de Repère - Services Financiers

Le Point de Repère - Services Financiers

Drummondville, QC · 70 km from Sherbrooke
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Ta Planif

Ta Planif

(50)
  • Insurance
  • Popular Science
  • Trust
“Philippe masters his files very well, offers personalized financial planning advice based on a global approach (insurance, retirement, family situation, etc.”
Bromont, QC · 61 km from Sherbrooke
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PLH Finance / Conseiller et Planificateur Financier

PLH Finance / Conseiller et Planificateur Financier

(5)
  • Service
“Professional and personalized services we have established a retirement plan and we check the results periodically in order to achieve the set objectives”
In Business Since 2015
Granby, QC · 65 km from Sherbrooke
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Réjean Bergeron CPA Inc.

Réjean Bergeron CPA Inc.

(1)
“Attentive and knowledgeable!”
In Business Since 2015
Cowansville, QC · 68 km from Sherbrooke
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HomeWealth Management AdvisorsQuebecSherbrooke, QC

Retirement Planning and Investment Management Services in Sherbrooke, QC Cost Estimates

Minimum cost
$1243
Maximum cost
$10560
National Average
$3727
Avg Per Hour Rates
$373
$2485
$6833
Average price range is based on 264 cost profiles
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Average Cost $3727
Minimum cost $1243
Maximum cost $10560
Avg Per Hour Rates $373

Average range $2485 to $6833 is based on 264 cost profiles.

Why these companies made our list

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