Best Financial Advisors in Vaudreuil-Dorion, QC

“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.”

“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.”

“Professional and dynamic, he knew exactly how to help me in order to provide me with the best personalized package/service specific to my reality!”

“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.”

“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 ...”

“Very very satisfied with my accountant Janick Cousineau fast service nothing to say and even that she helps me to open my own business wow thank you again Janick 🥰☺️ …”

“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!”

“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.”

“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...”

“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.”

“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.”

“And, Michael, the « Excel » guy, the « Master of ceremony », thank you for your dedication in helping your dad and mom help other people in becoming wealthy and happy!”

“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”

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

“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.”

“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...”

“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...”