Rivard
“Very good service, we took the time to go to dinner together so that they could explain to me all the possible scenarios for my file, thank you for your time on a Monday evening Keven I recommend to everyone”
Best Financial Advisors near Terrebonne, QC
2 of these firms are based in Terrebonne; the others serve Terrebonne from towns including Laval (16 km), Montreal (22 km) and Saint-Léonard (11 km).
2 open weekends · 14 rated 4.5+
Data verified October 21, 2026
Daniel Binet Notaire
“The time required to have an appointment was very short and for the signature it only took a few working days before the document was ready.”
Gennaro Natale - Groupe Natale
“Adequate advice, follow-up on investments therefore, exceptional support.”
Financière AT - Gestion de Patrimoine
“They know our particular needs and always offer us what we need rather than trying to sell us products we don't need like banks do”
Monarque Conseil
“Paret is very kind and gives a lot of her time to explain the workings to us and share her knowledge of financial investments.”
Émergence Cabinet de Services Financiers Inc.
“I would like to thank him for his attention to me and I would not fail to recommend his professional qualities to those around me.”
The 15 firms listed for Terrebonne, 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: Terrebonne, QC
The 15 firms on this page are rated from 4.0 to 5.0 across 849 reviews; 9 have 50 or more reviews and 14 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "trust" and "patient". 2 are open on Saturdays. 2 have ten or more years of experience, the longest 11 years. 1 offers a free initial consultation. We have a website on file for all 15 of the firms on this page; 11 publish a contact page; 14 list a public email and 7 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 Terrebonne listed here?
2 of the 15 firms are in Terrebonne itself. The rest come from other towns within 25 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
Olivier Truchon Conseiller en Sécurité Financière
“Olivier answers all my questions and knows how to understand my financial needs very well.”
TÙS Gestion de Patrimoine
“Enrique is a friend above all and behind this friendship is a hard-working, professional and above all integrated man in the work he does and in everyday life.”
Espace Finance, Cabinet de Services Financiers
“He takes the time and very clearly explains the options to help you depending on your situation.”
Planico
“It is essential for me to have an effective communication channel and this is the case with Denis and Catherine.”
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Planificateur Financier Indépendant | Marc-Olivier Desmarais
“Very good service, the planner of choice for stress-free financial planning.”
Banville Gestion de Patrimoine
“Very good consulting services firm with all the choices of investment products available.”
Magnolia Gestion - Courtier Assurance Vie au Québec
“Finance is ultimately simple when it is well explained!”
Lumos Services Financiers
“Ann-Rebecca Savard is really excellent at guiding me and recommending financial products in a strategy that suits my needs.”
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Movative
“With Michael Angiletta everything is possible!”
Why these companies made our list
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