Varennes, QC

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Varennes, QC
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Best Financial Advisors in Varennes, QC

The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Varennes area.

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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Tax Planning, Retirement Planning, Investment 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)
“To be honest i would rather have my teeth pulled than change my credit card processing company, but this is by far the best experience I have had in lowering my rates and having exceptional customer service.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2012
3 Place Ville Marie #200, Montréal, QC H3B
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Strategy
  • Team
  • Service
“Truly, I am a satisfied client and, without doubt, one of the best decisions I made a few years before my retirement was to transfer my assets to StratégInc.”
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)
Placements, Assurances, Gestion de Patrimoine
“Professional, dedicated and committed to meeting our objectives, André has in-depth market and product expertise, analytical skills as well as a keen sense of market-synchronized investments.”
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)
  • Cover
  • Sympathetic
  • Professionalism
“I'm not personally comfortable with investments and money in general, but my brother Keven took the time to explain and guide me through the different options available to me.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Price
  • Company
  • Questions
“The level of professionalism and exceptional attitude of this team allow me to refer all my colleagues and those around me to this reference knowing that your experience will always be excellent.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Mom
  • Receptionist
  • Portfolio
“They so much appreciated the very helpful and thoughtful interactions they had with Ms Tina Patel, so much so that they deliberately went to the offices for any transactions they needed to undertake.”
Transparent Fees & Pricing
Serving Varennes Area
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Assuruni

Assuruni

(44)
  • Car Insurance
  • Price
  • Service
“I've been working with Aiman Alameddine for a couple of years referring clients to him for auto and home insurance, he has taken good care of them from start to finish and has again come through for me with my auto insurance.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Pauls & Associates

Pauls & Associates

(44)
  • Income Tax
  • File
  • Questions
“I'm highly recommended Pauls and associates, been client with them for 5 years, they are professional and helpful with my tax refund, I'm happy and will continue working with them in the future!”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Dettes.ca

Dettes.ca

(50)
  • Merger
  • Info
  • Elle
“I am completely satisfied with the service offered but I am still in the process so I am waiting to see the final result but so far I have nothing to say except that they took the time to listen to my situation and my needs we work together to move t...”
In Business Since 2004
3325 Boulevard de la Pinière, Terrebonne, Quebec J6X 4P7
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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
“Always present and available to provide excellent service and support.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Planification Financière, Planification Pour Entreprises, Tarification
“He was not only interested in the professional side, but also on the personal level to be sure to give me a personalized service that meets my needs and those of my family.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • House
  • Professionalism
  • Mortgage
“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.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Trust
  • Monetary Investment
  • Questions
“He took the time to listen to us, to clearly establish our needs based on the objectives we have and thus be able to make a detailed and precise plan for the entire year!!”
In Business Since 2014
Serving Varennes Area
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Trust
  • Hands
  • Service
“From the bottom of my heart, I would like to thank Enrique and Étienne for guiding and advising me in the most important decisions for my business and my personal financial situation.”
In Business Since 2021
Serving Varennes Area
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Reei.ca

Reei.ca

(32)
  • Explanation
  • Merger
  • Service
“Very cordial and informative.”
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)
Planification de Retraite, Gestion de Portefeuille, Planification Financière
“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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Rivard

Rivard

(37)
  • Monetary Investment
  • Team
  • Service
“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”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
Gestion Des Risques, Investissements et Retraite, Coach Financier
“I really appreciated the first contacts that my partner and I had with Mylène to clearly analyze our situation and advise us in the maze of financial options for our projects.”
In Business Since 2019
Serving Varennes Area
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Montreal Financial

Montreal Financial

(36)
  • Small Business
  • Work
  • Questions
“Through finding the best business structure to suit my needs, helping me prepare financial documents included in my business operations, and providing advice on business banking, she's helped me collect, analysis and report much of my financial infor...”
Licensed
4615 Marcil Ave, Montreal, Quebec H4A 3A2
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
Placements, Planification de la Retraite, Assurances
“Although this was only the free preliminary meeting, he took the time to answer all my questions, in clear and simple language and even showed me tools that I did not know (for taxes and for make a personal budget).”
In Business Since 2021
7750 Bd Cousineau Bureau 305, Saint-Hubert, Quebec J3Z 0C8
Featured

Pour tous vos besoins en assurances de personnes, qu’il s’agisse d’assurance-vie, invalidité, maladies graves ou d’assurances collectives, nous pouvons vous aider. Nous offrons également des produits d’assurances adaptés aux travailleurs autonomes. Contactez nous pour plus d'informations.

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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • Professional
  • Finances
  • 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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Veltista Financial Services

Veltista Financial Services

(19)
  • Professional
  • Life Insurance
  • Family
“He took the time to clearly target my objectives and explain my options, to reassure me and above all, he takes the time to follow up and is always available to answer my questions.”
1565 Bd de l'Avenir bureau 206, Laval, Quebec H7S 2N5
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Retirement Planning and Investment Management Services in Varennes, QC Cost Estimates

Minimum cost
$1204
Maximum cost
$10234
National Average
$3612
Avg Per Hour Rates
$362
$2408
$6622
Average price range is based on 511 cost profiles
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Average Cost $3612
Minimum cost $1204
Maximum cost $10234
Avg Per Hour Rates $362

Average range $2408 to $6622 is based on 511 cost profiles.

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