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Stratéginc Groupe Financier
- 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.”
Best Financial Advisors near Varennes, QC
These firms serve Varennes from nearby bases in towns including Laval, Montreal and Saint-Léonard.
24 firms listed · 7 open weekends · all 24 rated 4.5+
Data verified October 18, 2026
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Financière AT - Gestion de Patrimoine
- Investments
- Insurance
- Service
“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.”
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Émergence Cabinet de Services Financiers Inc.
- 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.”
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Rothenberg Wealth Management
- 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.”
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Pauls & Associates
- 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!”
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Groupe Natale
- Business
- Knowledge
- Team
“Always present and available to provide excellent service and support.”
The 24 firms listed for Varennes, 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: Varennes, QC
The 24 firms on this page are rated from 4.6 to 5.0 across 1,419 reviews; 9 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (54%) and quality (43%). The topics that come up most in reviews of the firms on this page are "trust" and "patient". 7 are open on Saturdays and 3 on Sundays. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 2008. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 19 publish a contact page; 21 list a public email and 11 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Varennes take financial planning bookings online?
11 of the 24 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
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Services Financiers Avie Financial Services
- 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.”
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Lacasse Financial Services
- 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!!”
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Mathieu Marcil, Pl.fin.
- Trust
- Strategy
- Service
“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.”
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TÙS Gestion de Patrimoine
- 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.”
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Reei.ca
- Explanation
- Merger
- Service
“Very cordial and informative.”
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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.”
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Rivard
- 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”
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Mylène Lapointe - Planificateur Financier Indépendant
- Elle
- Human
- Service
“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.”
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Gestion de Patrimoine Villeneuve
- Wallet
- Merger
- Service
“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).”
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AEC Financial Group - National Bank Financial
- 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!”
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Veltista Financial Services
- 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.”
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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.”
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Magnolia Gestion - Groupe Financier
- Popular Science
- Jargon
- Service
“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!”
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Monarque Conseil
- Availability
- Life
- 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...”
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Espace Finance, Cabinet de Services Financiers
- Honest
- Team
- Trust
“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!”
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Groupe Financier Mondial
- Merger
- Insurance
- Service
“On the other hand, following a few meetings, she was able to make a big difference in my life in terms of good habits to adopt, the use of existing products and especially how to use them in my personal situation.”
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Movative
- Team
- Business
“He simply took me by the and ma made sure my business was safe but most importantly my family would be taken care of making sure that they wouldn't have to Worry about a thing if something would happen to me.”
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Jamali Financials
- Insurance
“Morteza was able to save me money for my life insurance with great coverage.”
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
Why these companies made our list
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