Coach-Finances Inc
“He listens to our needs, answers our questions and offers personalized support.”
Best Financial Advisors near Sorel-Tracy, QC
3 of these firms are based in Sorel-Tracy; the others serve Sorel-Tracy from towns including Notre-Dame-des-Prairies (24 km), Joliette (26 km) and Saint-Denis-sur-Richelieu (29 km).
Data verified October 19, 2026
Kapitalgp
“Knows taxation like the back of his hand!”
Gestion FinanciÈre Lanoie Inc.
“Elle prend le temps de bien comprendre les besoins et de conseiller convenablement.”
Les Gars de la Finance
Partenaires Alpha IPC Valeurs Mobilières Benoît Beaumont
Monarque Conseil
“When I needed to contact someone by phone, I got through very quickly and had clear answers to my questions.”
The 10 firms listed for Sorel-Tracy, 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: Sorel-Tracy, QC
6 of the 10 firms on this page have a rating, from 4.4 to 5.0 across 144 reviews; 1 has 50 or more reviews and 5 are rated 4.5 or higher. 4 have ten or more years of experience, the longest 17 years. We have a website on file for 9 of the firms on this page; 8 publish a contact page; 7 list a public email and 1 takes bookings online. 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 Sorel-Tracy listed here?
3 of the 10 firms are in Sorel-Tracy itself. The rest come from other towns within 45 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Services Financiers Donald Bergeron
“He listens and responds to all our requests!”
Groupe Financier BCL
Caroline Dame
Marie Hélène Archambault
Why these companies made our list
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