Best Financial Advisors in Vaudreuil-Dorion, QC

“I was truly upset and ready to just throw in the towel however, after working with her and seeing her responsiveness, her patience and her ability to work with me on behalf of my employer persuaded me to re think my concerns and stay with Sekure Mer...”

“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.”

“He was able to adapt the strategies proposed according to the evolution of our needs and the explanations of the different options are clear, which allows us to make informed choices.”

“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.”

“He is a responsible and professional agent who was able to, in a few words, give me the information relevant to my achievements, but also provide me with answers to questions and an understanding of the financial uncertainty that we are currently exp...”

“He was incredibly transparent and really took the time to explain the different strategies, avenues, and most importantly the risks associated with each avenue we could take for my portfolio & retirement.”

“Working with Elan Accounting Services Inc was not only hassle-free, but it also provided me with peace of mind knowing that my financial matters were being handled by true professionals.”

“In addition, the owner of SV Taxes and Accounting provides updates to the clients throughout the year on all latest development in tax and other laws, allowing to take advantage of any new benefits offered by the federal and provincial governments.”

“An excellent professional service, very knowledgeable and experienced staff, they take the time to explain your case in detail, give you the necessary advises and recommendations on how to optimize your tax return.”

“What an amazing service by my broker Aiman Allameddine, after having a water damage at my house last Friday due to the severe weather and after the insurance sent the crew to take care of the problem which never happened, Saturday after noon the wate...”

“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”

“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.”

“I am quite familiar with how the TFSA works but I liked the fact that it can be transferred to the surviving spouse without affecting their maximum allowed and still with tax-free returns.”

“I want to encourage everyone who want to buy a house to contact Aliona Cozari , as she would be able to answer all your questions and advise what are the steps that have to be taken to be able to have your dream house.”

“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”

“A year later, I couldn't be happier to have met him, he pushed and supported me so that I invested in my future and this investment that we make together, gives me peace of mind, which she is priceless!!”

“She helped me with the application for the tax credit for disabled children since having the Service Canada line was impossible.”

“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.”