Best Financial Advisors in Varennes, QC

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

Gestion Phocus

Gestion Phocus

(1)
Assurance Entreprise, Épargne et Placements, Assurance Particuliers
“Excellent service!”
In Business Since 2007
294 Rue Sainte-Anne, Varennes, QC J3X 1R7
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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(9)
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.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2017
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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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

(46)
“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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Dettes.ca

Dettes.ca

(50)
  • 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”
3325 Bd de la Pinière, Terrebonne, QC J6X 4P7
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(46)
  • 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.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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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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Pauls & Associates

Pauls & Associates

(44)
  • 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.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(39)
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.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(40)
  • 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.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
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Reei.ca

Reei.ca

(39)
  • 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!”
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(38)
  • 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!!!”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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SV Taxes and Accounting

SV Taxes and Accounting

(37)
  • 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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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
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 🫶🏼).”
In Business Since 2021
Serving Varennes Area
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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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Assuruni

Assuruni

(29)
  • 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.”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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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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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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Rivard

Rivard

(36)
  • 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.”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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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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Lawadvisors

Lawadvisors

(12)
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.”
Licensed
Free Initial Consultation
In Business Since 2017
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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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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Magnolia Gestion - Groupe Financier

Magnolia Gestion - Groupe Financier

(14)
  • 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!”
Remote Consultations Available
In Business Since 2022
Serving Varennes Area
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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.

Why these companies made our list

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