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Olivier Truchon Conseiller en Sécurité Financière

(50)

Service
Merger
Honest

“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.”

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Financière AT - Gestion de Patrimoine

(45)

Service
Honest
Trust

“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.”

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Everest Financial Services

(48)

Family
Future
Plan

“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.”

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Groupe Financier Signature

(42)

Service
Options
Team

“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.”

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Groupe Natale

(27)

Team
Industry
Investment

“I have referred Gennaro Natale to several of my contacts and they have all expressed to me that his services and recommendations have benefited them.”

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Services Financiers Ton Courtier

(45)

Attention
Team
Bon

“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.”

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The 24 firms listed for Vaudreuil-Dorion, 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: Vaudreuil-Dorion, QC

The 24 firms on this page are rated from 4.4 to 5.0 across 551 reviews; 6 have 50 or more reviews and 22 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (98%), quality (70%) and responsiveness (66%). The topics that come up most in reviews of the firms on this page are "knowledge" and "patient". 3 are open on Saturdays. 1 shows a licence on its website. 8 have ten or more years of experience, the longest 20 years. 2 offer a free initial consultation. We have a website on file for 23 of the firms on this page; 18 publish a contact page; 21 list a public email and 6 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Vaudreuil-Dorion listed here?

2 of the 24 firms are in Vaudreuil-Dorion itself. The rest come from other towns within 35 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

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Veltista Financial Services

(19)

Family
Needs
Questions

“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.”

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Groupe Financier Mondial

(35)

Service
Financial Freedom
Financial Security

“Finally we can do business with human people, who listen to our needs and who have access to all institutions and insurance companies, which allows us to have the products best suited to us at the best possible price 😃.”

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Dimitri Lappos - Wealth Management

(14)

Financial
Market
Portfolio

“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.”

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Liliana Danila - Financial Security Advisor Montreal

(8)

Patience
Goals
Plan

“And most of all, her patience and positive attitude meant a lot for us: every time we met to discuss our financial situation and objectives and to set -up our goals, Liliana took her time to explain in detail, not only the choices we have but as well...”

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The Financial Independence Club

(11)

Classes
Learn
Investment

“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...”

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Whitehaven

(8)

Broker

“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!”

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L'équipe VIP Services Financiers

(8)

Monetary Investment
Insurance
Strategy

“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”

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The St-Georges Group

(7)

Team

“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.”

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Les Entreprise CLS

(6)

Elle
Service

“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.”

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Robert Gagnon

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NMP Groupe Financier

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Azur Cabinet de Services Financiers

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Whitrod Leduc CPA

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Quenneville Walsh Private Wealth Management of Raymond James

(10)

Financial
Business

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

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Spencer Mancini Wealth Management / Gestion de Patrimoine

(3)

“He completed all the documentation very quickly and efficiently, and was very pleasant to deal with.”

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Jean-Denis Giguère

(2)

“Giguère for your excellent service and for the yields this year.”

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Monconseiller.ca | Planificateur Conseiller Financier

(2)

“Very good place to invest your money, my advisor is Dominique, very efficient and the investments are going very well.”

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Tulett Matthews & Assoc

(2)

Knowledge

“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.”

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Best Financial Advisors near Vaudreuil-Dorion, QC

Olivier Truchon Conseiller en Sécurité Financière

Financière AT - Gestion de Patrimoine

Everest Financial Services

Groupe Financier Signature

Groupe Natale

Services Financiers Ton Courtier

Area overview: Vaudreuil-Dorion, QC

Veltista Financial Services

Groupe Financier Mondial

Dimitri Lappos - Wealth Management

Liliana Danila - Financial Security Advisor Montreal

The Financial Independence Club

Whitehaven

L'équipe VIP Services Financiers

The St-Georges Group

Les Entreprise CLS

Robert Gagnon

NMP Groupe Financier

Azur Cabinet de Services Financiers

Whitrod Leduc CPA

Quenneville Walsh Private Wealth Management of Raymond James

Spencer Mancini Wealth Management / Gestion de Patrimoine

Jean-Denis Giguère

Monconseiller.ca | Planificateur Conseiller Financier

Tulett Matthews & Assoc

Why these companies made our list

Financial Advisors near Vaudreuil-Dorion

Popular in Vaudreuil-Dorion

Tools: Financial Advisors