Best Financial Advisors in Vaudreuil-Dorion, QC

“They always treat us like family and take the time to answer our questions, walk us through the projections, and help us to better understand where we are and what we need to do to reach our goals as a family.”

“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.”

“I've got a privilege to meet Mr Andre Tcholakian, 3 years ago and I'm proud of his amazing work and dedication as my financial advisor and for my family as well, very professional and competent a great human being.”

“To be able to seek out and train new advisors is a special skill that speaks to Steven's extensive level of knowledge in finance and I have witnessed first hand how that confidence is transferred to his client relationships.”

“I believe it is a privilege for me to be able to benefit from the services of Alexandre Bergeron and Hugo Quenneville, he really listens to my needs and we adapted the service offerings to my situation brilliantly.”

“I found really hard to find a valuable support when you are searching for a life insurance, buy lucky me, Augusto Pascuas was very understanding during the whole process, questions were answered, and the most important, he worked at our own rhythm.”

“The experience working there was great, I felt more like a partner rather than an employee and being able to pick at Angelo's brain was amazing as he is truly knowledgeable about what he does.”

“They are very committed in providing good customer services and has truly done an incredible job in taking a simple tax service to a leading tax preparation and accounting service in Montreal areas.”

“I say thank you to Alex who helped me a lot and informed me of my rights concerning a debt supposed by a collection company called Veritas Alliance which harasses me and who tells me that I had a debt dated 2007 for Canadien Tires, I have no debt to ...”

“I've been working with Dimitri for a couple of years now and he always has a smile on his face, takes the time to be sure I understand the complexities of the market, and has helped me at arrive at the place I want to be, portfolio wise.”

“They initially helped me organize my finances and built a plan for me to be able to comfortably purchase my first revenue property, which I purchased a little over a year and a half ago.”

“Haven't submit my Tax for last 2 years since my previous accountant really messed it up and I ended owing Gov alot, After much hesitant reached out to Rene on Social Media, He seems very efficient, went trough my documents carefully and made my submi...”

“Finally, the message I would like to convey is simple and direct: if you are looking for an expert to guide you in the financial field, or if you have questions relating to the management of your finances, do not hesitate to contact Benoît Bérard”

“At the very beginning, in our search to find a broker, we called other firms who simply did not return our calls and that was for the best!”

“Darren goes above and beyond to take the time to explain my options, ensuring that I have a very good understanding of each, so that I can make the best decision that fits my short and long term goals.”

“Christine is a dynamic advisor who listens to the customer's needs and who will do everything to find the best products suited to your situation.”

“From the first visit for my taxes, I immediately knew that I was going to be back with them the following year.”

“As a business-owner, you know your business inside-out, but when it comes to tax reduction opportunities or tax traps you are undoubtedly looking for the appropriate advice. Let us help you meet your accounting and tax compliance requirements, organi...”

“Their team comprises of highly skilled, knowledgeable, and approachable experts who not only make the pursuit of financial freedom achievable but also profoundly reassuring.”