Terrebonne, QC

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Terrebonne, QC
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Best Financial Advisors in Terrebonne, QC

The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Terrebonne area.

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Dettes.ca

Dettes.ca

(50)
  • Judgement
  • Trust
  • Professionalism
“Everything is well explained and they take all the time needed to answer our questions and ensure that we can easily reach them if we need to ask other questions.”
In Business Since 2004
3325 Boulevard de la Pinière, Terrebonne, Quebec J6X 4P7
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Rivard

Rivard

(37)
  • Strategy
  • Team
  • Monetary Investment
“After several years of investing with a virtual bank with reduced management fees, I was disillusioned by the impersonal, difficult to access and "one size fits all" customer service!”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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Daniel Binet Notaire

Daniel Binet Notaire

(3)
  • Price
  • Service
“Always excellent service from Me Binet and his team.”
In Business Since 2018
112 Pl. Jean-Baptiste-Fonteneau, Terrebonne, Quebec J6V 1K4
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Estate and Insurance Planning, Corporate Planning, Retirement Planning
“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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Sekure Payment Experts

Sekure Payment Experts

(44)
“We are a small non-profit organization, and we recently switched merchant processors and servicers and Neville has helped me with all the snags that have happened along the way.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2012
3 Place Ville Marie #200, Montréal, QC H3B
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Merger
  • Honest
  • Patient
“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.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Popular Science
  • Monetary Investment
  • Planning
“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
Planification de la Retraite, Planification Successorale, Assurances
“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.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
  • Pressure
  • Explanation
  • Sympathetic
“Thank you Keven, thank you for everything I enjoyed working with you it was a real pleasure knowing you, thank you again for the help you gave me I really appreciate it.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Accountant
  • Advice
  • Trust
“We've been using SV T&A services since 2013 for personal income tax filling, as well as for more complex questions, such as cross-border personal income tax and pension income.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Happy
  • Team
  • Patience
“I'm very satisfied with the services that I have received to date and will continue to recommend Rothenberg and Rothenberg and Miss Patel to both to family and friends.”
Transparent Fees & Pricing
Serving Terrebonne Area
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Assuruni

Assuruni

(44)
  • Home Insurance
  • Merger
  • Company
“I am very grateful to my insurance advisor "Evan Paniconi" who is a super efficient and professional person, since he spared no effort to help me get the best insurance for my car and for my budget.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Annie Pelletier | Assurances et Investissements

Annie Pelletier | Assurances et Investissements

(50)
  • Labor
  • Facebook
  • Understanding
“She also manages the Facebook page “Financially Smart Parents” and is able to simplify financial concepts and explain the different advantages/disadvantages of each subject she addresses.”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Groupe Natale

Groupe Natale

(27)
Tax, Retirement & Estate Planning Services For Individuals & Families, Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients
“Have been a client of Groupe Natale for many years now and benefited greatly from the professional and high quality service and advice provided.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • Efficient
  • Quality
  • Team
“She was very nice and understanding, she would take the time to explain to me some things more in depth and actually seemed like she wanted to help me!”
In Business Since 2013
Serving Terrebonne Area
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Planification Pour Entreprises, Planification Financière, Tarification
“Exceptional quality as far as I'm concerned - he knows his field well and will be able to offer you advice that matches the specifics of your financial situation.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Monetary Investment
  • Trust
  • Questions
“Following this collaboration, I decided to entrust him with the financial planning of my business and I am very satisfied with the performance and the services provided.”
In Business Since 2014
Serving Terrebonne Area
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • Work
  • Questions
  • Professionalism
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Monetary Investment
  • Labor
  • Merger
“A young advisor in his business, dynamic, competent, transparent at the same time as being an excellent teacher, it is completely obvious for me to recommend his services.”
In Business Since 2021
Serving Terrebonne Area
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Reei.ca

Reei.ca

(32)
  • Patient
  • Information
  • Empathy
“Very good service, the super friendly representative who was able to answer all our questions.”
In Business Since 2008
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
Assurances de Personnes, Gestion de Portefeuille, Planification de Retraite
“I am more than satisfied with the results, he supported me in developing a solid plan to achieve financial independence much sooner than I would have thought possible.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
Optimisation Financière, Investissements et Retraite, Gestion Des Risques
“Mylène is always available to answer questions, she is extremely keen to help me set goals and above all she always has good advice on how to achieve them.”
In Business Since 2019
Serving Terrebonne Area
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • Finances
  • Professional
  • Team
“Professional team that not only takes the time to listen to your financial needs but goes above and beyond to make sure you are truly part of the decision making process!”
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Lumos Services Financiers

Lumos Services Financiers

(19)
  • Monetary Investment
  • Insurance
“I purchased my life insurance policy with Lumos in addition to letting them manage my personal investments and I am very satisfied with the results and the service provided, a modern and professional team.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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Retirement Planning and Investment Management Services in Terrebonne, QC Cost Estimates

Minimum cost
$1239
Maximum cost
$10528
National Average
$3716
Avg Per Hour Rates
$372
$2477
$6812
Typical price range is based on 331 cost profiles
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Average Cost $3716
Minimum cost $1239
Maximum cost $10528
Avg Per Hour Rates $372

Typical range $2477 to $6812 is based on 331 cost profiles.

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