Best Financial Advisors in Vaudreuil-Dorion, QC

The highest-rated Financial Planning & Wealth Management companies out of 34 vetted & reviewed in the Vaudreuil-Dorion area.

Everest Financial Services

Everest Financial Services

(28)
  • Knowledge
  • Plan
  • Pleasure
“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.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Groupe Natale

Groupe Natale

(16)
Services For Corporations, Entrepreneurs and Affluent Clients, Individual & Family
“I would strongly recommend anyone to give Group Natale a chance to prove their expertise and professionalism in the finance / insurance industry.”
In Business Since 2018
Free Initial Consultation
3055 Boulevard Saint-Martin O suite 620, Laval, Quebec H7T 0J3
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Moon Tax Services

Moon Tax Services

(29)
  • Accountant
  • Financial
  • Family
“My tax filings for the last 4 years had many issues and tax consultants whom I previously consulted didn't have the knowledge to file taxes for a resident in Ontario working for a Quebec company so I had to end up paying more.”
In Business Since 2022
Free Initial Consultation
740 Mnt Montrougeau, Laval, QC H7P 5K4
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3D Financial

3D Financial

(8)
Financial Planning, Insurance, Wealth Management
“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.”
In Business Since 2019
Free Initial Consultation
3080 Boul. le Carrefour Suite 500, Laval, Quebec H7T 2R5
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The Financial Independence Club

The Financial Independence Club

(9)
Wealth Management, Tax Planning, Retirement Planning
“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...”
In Business Since 2015
2572 Bd Daniel-Johnson 2nd Floor, Laval, QC H7T 2R3
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Valeurs Mobilières Whitehaven

Valeurs Mobilières Whitehaven

(4)
“Great broker, exclusive exempt market opportunities.”
In Business Since 2013
Coupons & Offers
Offers Financing Options
1595 Bd Daniel-Johnson #300, Laval, Quebec H7V 4C2
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Liliana Danila - Financial Security Advisor Montreal

Liliana Danila - Financial Security Advisor Montreal

(6)
  • Patience
  • Budget
  • Goals
“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...”
In Business Since 2016
Free Initial Consultation
6100 Trans-Canada Hwy #110, Pointe-Claire, Quebec H9R 1B9
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FD Comptabilité

FD Comptabilité

(1)
“A great company.”
In Business Since 2015
Coupons & Offers
405 Rue Félicien, Laval, QC H7P 3A9
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Robert Gagnon

Robert Gagnon

Services Personnalisés, Alliances Stratégiques, Services Aux Entreprises et Travailleurs Autonomes
“Robert Gagnon inc. est un cabinet de services financiers indépendant, fondé en 1997. Sa mission première est d'amener le client à prendre conscience de ses objectifs, d'élaborer un plan financier et des stratégies personnalisées pour y parvenir, tout...”
In Business Since 2014
2200 Boul. le Corbusier, Laval, QC H7S 2C9
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Azur Cabinet de Services Financiers

Azur Cabinet de Services Financiers

Individus, Entreprise, Travailleur Autonome
“Nous travaillons en collaboration et avec le soutien d'autres professionnels tels que comptables, fiscalistes, avocats et notaires ainsi que des gestionnaires de fonds afin de couvrir tous les aspects de vos projets.”
In Business Since 2015
291 Rue Sylvain-Lelièvre, Vaudreuil-Dorion, QC J7V 0C1
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Potvin Allard CPA Inc.

Potvin Allard CPA Inc.

Déclaration D’impôts
“Les législations et les réglementations étant de plus en plus complexes, il peut être difficile de s'y retrouver. Les règles comptables et fiscales sont en évolution. Que l'on soit particulier ou société ou fiducie, la fiscalité est particulièrement ...”
In Business Since 2010
17 Bd de la Cité-des-Jeunes suite 200, Vaudreuil-Dorion, QC J7V 0N3
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NMP Groupe Financier

NMP Groupe Financier

Investissements, En Vue de la Retraite, Gestion de Patrimoine
“NMP Groupe Financier est un cabinet offrant des solutions de placement, d'assurance et de gestion de patrimoine et d'actifs à titre de courtier indépendant en partenariat avec Groupe Cloutier Investissements. En faisant affaire avec NMP Groupe Financ...”
In Business Since 2018
85 Rue Notre-Dame bureau 6, Salaberry-de-Valleyfield, QC J6S 1E7
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Spencer Mancini Wealth Management / Gestion de Patrimoine

Spencer Mancini Wealth Management / Gestion de Patrimoine

(3)
“He completed all the documentation very quickly and efficiently, and was very pleasant to deal with.”
In Business Since 2019
1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(1)
  • Service
  • Insurance
“Super bon service”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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McLean Capital

McLean Capital

(1)
“The very best!”
In Business Since 2015
4020 Boul. le Corbusier Suite 200, Laval, QC H7L 5R2
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Assurance Tout en Ligne

Assurance Tout en Ligne

(1)
“Makes you feel comfortable and reassuring immediately.”
In Business Since 2020
1647 Rue Carpentier, Boisbriand, Quebec J7G 3A8
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Assurances & Produits

Assurances & Produits

“Fondée en novembre 2013 par Bernard Varennes et Robert Laquerre, Gestion Laquerre et Varennes offre à sa clientèle plus de 44 ans des services auprès des entrepreneurs et des familles de la région. La planification financière est au cœur de toutes le...”
In Business Since 2018
406 Chem. de la Grande-Côte, Boisbriand, QC J7G 1B1
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Monconseiller.ca | Planificateur Conseiller Financier

Monconseiller.ca | Planificateur Conseiller Financier

“Veuillez noter qu'aucune information personnelle ou confidentielle ne doit être transmise via ce formulaire. Si tel est le cas, vous pouvez nos contacter par téléphone ou par courriel.”
In Business Since 2004
12 Av. Saint-Jean-Baptiste, Vaudreuil-Dorion, QC J7V 2N9
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LD CPA Inc

LD CPA Inc

“De nos jours, la lourdeur de la gestion quotidienne empêche souvent le propriétaire d'une entreprise d'avoir une vision à moyen ou à long terme de son exploitation. LD CPA inc. est votre partenaire en affaires. Nous mettons à votre disposition une tr...”
In Business Since 2022
450 Rue Lyrette suite 100, Salaberry-de-Valleyfield, QC J6S 5W1
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Audris Poulin-Leduc

Audris Poulin-Leduc

“Nous prônons des relations avec des clients qui misent sur des services se basant sur la dubabilité, l'honnêteté et la qualité afin d'améliorer leurs finances et d'atteindre leurs objectifs et ambitions personnelles. Que l'objectif soit simplement la...”
In Business Since 2021
5620 Rue de la Roche, Montréal, QC H2S 2C6
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Planification Financière FB

Planification Financière FB

“Bien des gens redoutent de prendre en charge leurs finances et/ou remettent constamment à plus tard cette tâche qui leur semble complexe. Ou alors, ils craignent d'aller chercher de l'aide, de peur de se faire influencer à tort ou de tomber sur un ve...”
In Business Since 2018
187 Chem. de la Grande-Côte, Saint-Eustache, QC J7P 1B1
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Jean-Denis Giguère

Jean-Denis Giguère

“Nous élaborerons avec vous des solutions afin d'atteindre les objectifs que vous vous êtes fixés. Pour vous faciliter la tâche, nous pouvons aussi travailler, au besoin, avec des experts de chacun des domaines spécialisés connexes (notaire, comptable...”
In Business Since 2009
149 Rue Saint-Eustache suite 104, Saint-Eustache, Quebec J7R 2L6
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Dimitri Lappos - Wealth Management

Dimitri Lappos - Wealth Management

(4)
“Dimitri's approach allows solid services and advise for lots of portfolio types, not just large ones that involve million dollar sums.”
In Business Since 2019
Licensed
Serving Vaudreuil-Dorion Area
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Quenneville Walsh Private Wealth Management of Raymond James

Quenneville Walsh Private Wealth Management of Raymond James

(2)
“Had the pleasure to deal with this company on a few occasions recently, the staff is very friendly and welcoming.”
In Business Since 2015
Serving Vaudreuil-Dorion Area
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Retirement Planning and Investment Management Services in Vaudreuil-Dorion, QC Cost Estimates

Minimum cost
$1220
Maximum cost
$10368
National Average
$3660
Avg Per Hour Rates
$366
$2440
$6709
Fair price range is based on 410 cost profiles
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Average Cost $3660
Minimum cost $1220
Maximum cost $10368
Avg Per Hour Rates $366

Fair range $2440 to $6709 is based on 410 cost profiles.

Why these companies made our list

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