The highest-rated Financial Planning & Wealth Management companies out of 52 vetted & reviewed in the Terrebonne area.
Learn how we score.
Prominent finalists A-Z in Terrebonne
Annie Pelletier | Assurances et investissements
AssurUni
Conseil Kad-Kad Consultancy
Daniel Binet Notaire
Dettes.ca
Dimitri Lappos – Wealth Management
Financière AT – Gestion de Patrimoine
Groupe Natale
LP Wealth
Lacasse Financial Services
Mathieu Marcil, Pl.fin.
Moon Tax Services
Myriad Private Wealth With Ia Private Wealth – Joseph Alfie
Olivier Truchon Conseiller en Sécurité Financière
REEI.ca
Rivard
Rothenberg Wealth Management
SV Taxes and Accounting
Sekure Payment Experts
Services Financiers Avie
Stratéginc Groupe Financier
The St-Georges Group
TÙS Gestion de Patrimoine
Émergence Cabinet de Services Financiers Inc.
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Dettes.ca
(50)
Trust
Explanation
Choice
“A trustee who makes you feel good and confident and who always makes sure to offer clear and relevant information so that you can make the best choice for you.”
i
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Rivard
(36)
Team
Monetary Investment
Service
“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!”
i
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Daniel Binet Notaire
(3)
“Always excellent service from Me Binet and his team.”
i
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LP Wealth
“From Undervalued opportunities prospection to the final acquisition, we master every step of the project and ensure that our business partners contribute adequately to your goal (Brokers, Financing, Off-Market Sellers, Architects etc.).”
i
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Conseil Kad-Kad Consultancy
(9)
Business Management Tools, Tax Management Services, Payroll Management Services
“Wow KAD consultancy is an awesome place to do all ur taxes, accounting, payroll n all kinds of administrative work n also all areas of consultancy a business is required to be successful.”
i
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Dimitri Lappos - Wealth Management
(12)
Financial
“I've been working with Dimitri for a couple of years now and he always has a smile on his face, takes the time to be sure I understand the complexities of the market, and has helped me at arrive at the place I want to be, portfolio wise.”
i
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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.”
i
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The St-Georges Group
(7)
Team
“Darren goes above and beyond to take the time to explain my options, ensuring that I have a very good understanding of each, so that I can make the best decision that fits my short and long term goals.”
i
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Sekure Payment Experts
(46)
“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.”
i
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Olivier Truchon Conseiller en Sécurité Financière
(48)
Patient
Insurance
Service
“Olivier showed patience and listening to understand my needs in order to offer me the product that best suited my situation.”
i
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Émergence Cabinet de Services Financiers Inc.
(46)
Cover
Professionalism
“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.”
i
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Rothenberg Wealth Management
(47)
Team
Business
Knowledge
“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.”
i
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Financière AT - Gestion de Patrimoine
(39)
Planification de la Retraite, Planification Successorale, Assurances
“André is interested in your financial situation, understands it very well and does everything possible to suggest an investment profile that meets your expectations and your risk tolerance.”
i
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Annie Pelletier | Assurances et Investissements
(50)
Labor
Facebook
Stars
“By taking the time to explain the different insurance policies to me, it gave me confidence and I am now reassured that my children will be safe no matter what might happen in the future.”
i
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Services Financiers Avie Financial Services
(40)
Questions
Professionalism
House
“Alena, I want to express our gratitude to you for your professionalism and personal approach to our file, in finding the best conditions in the bank and completing documents in a short time.”
i
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Moon Tax Services
(50)
Understand
Financial
Expertise
“One of the best experience I had with an accoutant in a very long time, has excellent knowledge of not only taxes filed withen Canada but overseas as well.”
i
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Reei.ca
(39)
Merger
Children
Documents
“We were supported, advised, reassured and accompanied with kindness and professionalism in this administrative maze which causes too many parents to abandon the steps (or never take them!”
i
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Stratéginc Groupe Financier
(38)
Team
Popular Science
Strategy
“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.”
i
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SV Taxes and Accounting
(37)
Accountant
Government
Company
“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.”
i
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TÙS Gestion de Patrimoine
(32)
Solutions D'assurances, Solutions Financières
“Regardless of your initial knowledge in portfolio optimization, TÙS Gestion de Patrimoine will be able to serve you professionally by meeting your consumer needs.”
i
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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.”
i
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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.”
i
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Assuruni
(29)
Service
Price
Professional
“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.”
i
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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.”
i
Retirement Planning and Investment Management Services in Terrebonne, QC Cost Estimates