View Profile
Rivard
- 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!”
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 (13 km).
5 open weekends · all 24 rated 4.5+
Data verified October 19, 2026
View Profile
Daniel Binet Notaire
- Price
- Service
“Always excellent service from Me Binet and his team.”
View Profile
Olivier Truchon Conseiller en Sécurité Financière
- 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.”
View Profile
Stratéginc Groupe Financier
- 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.”
View Profile
Financière AT - Gestion de Patrimoine
- Monetary Investment
- Mind
- Honest
“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.”
View Profile
Émergence Cabinet de Services Financiers Inc.
- 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.”
The 24 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 24 firms on this page are rated from 4.6 to 5.0 across 1,509 reviews; 11 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (98%), responsiveness (52%) and quality (48%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "understanding". 5 are open on Saturdays and 3 on Sundays. 5 have ten or more years of experience, the longest 18 years. 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 16 publish a contact page; 20 list a public email and 10 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 24 firms are in Terrebonne itself. The rest come from other towns within 35 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.
View Profile
Rothenberg Wealth Management
- 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.”
View Profile
Annie Pelletier | Assurances et Investissements
- Labor
- 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.”
View Profile
Groupe Natale
- Industry
- Investment
- Knowledge
“Have been a client of Groupe Natale for many years now and benefited greatly from the professional and high quality service and advice provided.”
View Profile
Services Financiers Ton Courtier
- 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!”
View Profile
Mathieu Marcil, Pl.fin.
- Strategy
- Trust
- Service
“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.”
View Profile
Lacasse Financial Services
- 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.”
View Profile
Services Financiers Avie Financial Services
- 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.”
View Profile
TÙS Gestion de Patrimoine
- 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.”
View Profile
Reei.ca
- Patient
- Information
- Empathy
“Very good service, the super friendly representative who was able to answer all our questions.”
View Profile
Planificateur Financier Indépendant | Marc-Olivier Desmarais
- Service
- Trust
“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.”
View Profile
Mylène Lapointe - Planificateur Financier Indépendant
- Trust
- Human
- Elle
“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.”
View Profile
AEC Financial Group - National Bank Financial
- 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!”
View Profile
Lumos Services Financiers
- 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.”
View Profile
Veltista Financial Services
- Questions
- Company
- Life Insurance
“He was very attentive and always made sure we understood the importance of insurance coverage and made us realize certain things we had never thought of before.”
View Profile
Magnolia Gestion - Groupe Financier
- Life
- Jargon
- Popular Science
“Personalized service, an advisor who really cares about my needs, who is available and always on the lookout for the best strategies to advise me adequately and what's more, he is good company!”
View Profile
Espace Finance, Cabinet de Services Financiers
- Popular Science
- Proactive
- Team
“Listens to my needs and always takes the time to explain strategies adapted to my financial reality in order to maintain the relationship of trust that has been built over the years!”
View Profile
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...”
View Profile
Groupe Financier Mondial
- Meeting
- Financial Literacy
- Financial Freedom
“They are independent and I believe that is why there was finally someone who took the time to sit down with me, make personal finance accessible, simple and fun.”
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
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
