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Gestion Phocus
Assurance Entreprise, Épargne et Placements, Assurance Particuliers
“Excellent service!”
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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Pauls & Associates
- Income Tax
- File
- Questions
“I had to fix an issue with a previous year tax return, and Shubhra was very helpful in explaining the details, and was very clear about what was needed to be done, and ensured the process went very smoothly.”
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Conseil Kad-Kad Consultancy
Payroll Management Services, Tax Management Services, Financial Accounting and Management
“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.”
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie
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.”
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Sekure Payment Experts
“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.”
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Dettes.ca
- Merger
- Info
- Elle
“I was quickly taken care of everything happened very quickly and everything was done in less than a week, I can finally breathe I strongly suggest for anyone who needs help”
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Émergence Cabinet de Services Financiers Inc.
- Cover
- 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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Financière AT - Gestion de Patrimoine
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.”
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Services Financiers Avie Financial Services
- House
- Professionalism
- Mortgage
“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.”
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Reei.ca
- Explanation
- Questions
- Service
“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!”
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Stratéginc Groupe Financier
- Monetary Investment
- Strategy
- Service
“Professional and courteous service, always available to answer my questions, I have an action plan tailored perfectly for me, Thank you very much and I strongly refer you!!!”
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SV Taxes and Accounting
- 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.”
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TÙS Gestion de Patrimoine
Solutions D'assurances, Solutions Financières
“His customer service is excellent, in particular thanks to the diligent follow-ups from him and his team (Special mention to Camille with whom I communicate a lot 🫶🏼).”
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Groupe Natale
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.”
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Mathieu Marcil, Pl.fin.
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.”
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Assuruni
- Home Insurance
- Professional
- Car
“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.”
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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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Planificateur Financier Indépendant | Marc-Olivier Desmarais
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.”
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Rivard
- Monetary Investment
- Team
- Service
“In addition, their building brings together everything you need in the real estate field: investment, mortgage broker, insurance broker, real estate agents, a construction and renovation contractor and more.”
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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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Lawadvisors
Life Insurance
“I have been with Norman and Sheena for the last 20 years, so far they have done excellent work for me with quick response on all the questions I needed.”
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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
- 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!”
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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