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Coach-Finances Inc
- Trust
“I've been doing business with him for 7 years already, always available, listened to me, knew how to target my needs, professional and personalized service and always responds quickly to my questions.”
Best Financial Advisors near Sorel-Tracy, QC
3 of these firms are based in Sorel-Tracy; the others serve Sorel-Tracy from towns including Repentigny (43 km), Terrebonne (55 km) and Laval (70 km).
2 open weekends · 14 rated 4.5+
Data verified October 19, 2026
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Kapitalgp
“Knows taxation like the back of his hand!”
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Gestion FinanciÈre Lanoie Inc.
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Les Gars de la Finance
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Partenaires Alpha IPC Valeurs Mobilières Benoît Beaumont
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Rivard
- Strategy
- Team
- Monetary Investment
“Thank you to the Rivard & Chagnon Group for their service and the beautiful transition of my investments, everything was done with ease and professionalism.”
The 24 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
17 of the 24 firms on this page have a rating, from 4.0 to 5.0 across 285 reviews; 3 have 50 or more reviews and 14 are rated 4.5 or higher. 1 is open on Saturdays and 1 on Sundays. 9 have ten or more years of experience, the longest 26 years. We have a website on file for 22 of the firms on this page; 13 publish a contact page; 15 list a public email and 4 take 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 24 firms are in Sorel-Tracy itself. The rest come from other towns within 75 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
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Monarque Conseil
- Life
- Availability
- Service
“I have been a client of Céline Paret for several years for my RRSP and CElI investments, Céline who prepared and validated my retirement plan, I am now retired and as planned everything is perfect, Céline communicates regularly and Follow-ups on what...”
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Gabriel Grenon, Conseiller en Sécurité Financière
- Doubt
- Financial Advisor
- Insurance
“Gabriel is an excellent advisor, he is always available, warm, patient, adapts very well and seeks the best for his clients.”
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Assante Équipe Baillargé
“Excellent financial advice to achieve our goals.”
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Gestion Phocus
“Excellent service!”
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Daniel Binet Notaire
- Price
- Service
“Always excellent service from Me Binet and his team.”
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Planification Fiscale Simon Rivest - Fiscaliste Joliette
“Really well served!”
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Services Financiers Donald Bergeron
“He listens and responds to all our requests!”
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Finances Au Feminin
“Jo-Anne's mission is to improve the financial security of women by offering them financial advice adapted to their family and financial situation.”
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Gestion Lange
“Fast, efficient, very intelligent and above all: very funny!”
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Pepin Nathalie Notaire
“Very professional..”
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Planif-Globale
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Le Groupe Financier du Boisé
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Groupe Financier BCL
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Caroline Dame
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Marie Hélène Archambault
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Les Services Financiers Paul Dupuis
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Olivier Truchon Conseiller en Sécurité Financière
- Merger
- Patient
- Honest
“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”
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Financière AT - Gestion de Patrimoine
- Market
- Registered Retirement Savings Plan
- Questions
“We were very impressed with the personalized professional service and advice given to us by Financiere AT, and how you have tailored this specifically to suit our situation and future needs.”
Retirement Planning and Investment Management Services in Sorel-Tracy, QC Cost Estimates
Minimum cost
$1222
Maximum cost
$10383
National Average
$3665
Avg Per Hour Rates
$367
$2443
$6719
Typical price range is based on 498 cost profiles
Why these companies made our list
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