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.

Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(48)
  • Service
  • Patient
  • Insurance
“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!”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
i
Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(39)
Gestion de Patrimoine, Planification de la Retraite, Planification Fiscale
“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.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
i
Groupe Financier Signature

Groupe Financier Signature

(42)
  • Service
  • Finance
  • Insurance
“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.”
In Business Since 2018
83 Rue Champlain, Salaberry-de-Valleyfield, QC J6T 1W4
i
Everest Financial Services

Everest Financial Services

(42)
  • Family
  • Plan
  • Team
“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.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
i
Moon Tax Services

Moon Tax Services

(50)
  • Accountant
  • Expertise
  • Labor
“One of the best experience I had with an accoutant in a very long time, has excellent knowledge of not only taxes filed withen Canada but overseas as well.”
In Business Since 1997
740 Mnt Montrougeau, Laval, QC H7P 5K4
i
Groupe Natale

Groupe Natale

(27)
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“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.”
In Business Since 2018
Free Initial Consultation
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
i
M.i.a.g.e. Business Solutions

M.i.a.g.e. Business Solutions

(18)
  • Tax
  • Accounting
“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.”
In Business Since 2007
6600 Trans-Canada Hwy, Pointe-Claire, Quebec H9R 4S2
i
Bureau DE Credit

Bureau DE Credit

(23)
  • Service
  • Financial
  • Debt
“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 ...”
Serving Vaudreuil-Dorion Area
i
Icjc Valleyfield

Icjc Valleyfield

(16)
“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 🥰☺️ …”
In Business Since 2021
106 Rue du Marché, Salaberry-de-Valleyfield, QC J6T 1P7
i
Whitehaven

Whitehaven

(8)
“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!”
Offers Financing Options
Coupons & Offers
1595 Bd Daniel-Johnson #300, Laval, Quebec H7V 4C2
i
Veltista Financial Services

Veltista Financial Services

(15)
  • Family
  • Professional
  • Company
“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.”
1565 Bd de l'Avenir bureau 206, Laval, Quebec H7S 2N5
i
Groupe Financier Mondial

Groupe Financier Mondial

(35)
  • Service
  • Life
  • Financial Literacy
“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 😃.”
4650 Boulevard des Laurentides Bureau 300, Laval, Quebec H7K 2J4
i
Services Financiers Ton Courtier

Services Financiers Ton Courtier

(25)
  • Attention
“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.”
In Business Since 2013
Serving Vaudreuil-Dorion Area
i
The Financial Independence Club

The Financial Independence Club

(11)
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...”
2572 Bd Daniel-Johnson 2nd Floor, Laval, QC H7T 2R3
i
3D Financial

3D Financial

(9)
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.”
3080 Boul. le Carrefour bureau 500, Laval, Quebec H7T 2R5
i
Dimitri Lappos - Wealth Management

Dimitri Lappos - Wealth Management

(12)
  • Financial
“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.”
Licensed
Serving Vaudreuil-Dorion Area
i
Canadian Wealth Creation Centre

Canadian Wealth Creation Centre

(10)
“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!”
3899 A. des Laurentides Suite 203, Laval, QC H7L 3H7
i
Liliana Danila - Financial Security Advisor Montreal

Liliana Danila - Financial Security Advisor Montreal

(6)
  • 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...”
In Business Since 2016
Free Initial Consultation
6100 Trans-Canada Hwy #110, Pointe-Claire, Quebec H9R 1B9
i
L'équipe VIP Services Financiers

L'équipe VIP Services Financiers

(8)
  • Monetary Investment
“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”
In Business Since 2009
2540 Bd Daniel-Johnson bur. 710, Laval, QC H7T 2S3
i
The St-Georges Group

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.”
Serving Vaudreuil-Dorion Area
i
FD Comptabilité

FD Comptabilité

(2)
“From the first visit for my taxes, I immediately knew that I was going to be back with them the following year.”
In Business Since 2015
Coupons & Offers
405 Rue Félicien, Laval, QC H7P 3A9
i
NMP Groupe Financier

NMP Groupe Financier

Investissements, En Vue de la Retraite, Gestion de Patrimoine
“NMP Groupe Financier Inc. est un cabinet de services-conseils indépendant qui procure à ses clients des solutions de placements et de protection de patrimoine en partenariat avec Groupe Cloutier Investissements Inc. En faisant affaire avec le groupe,...”
In Business Since 2018
450 Rue Lyrette Suite 200, Salaberry-de-Valleyfield, QC J6S 5W1
i
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
i
Whitrod Leduc CPA

Whitrod Leduc CPA

Tax Planning, Personal Integrated Financial Planning, Corporate Financial Planning
“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...”
Serving Vaudreuil-Dorion Area
i

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
Click to copy
Successfully copied!
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

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top