Verdun, QC

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Verdun, QC
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Best Financial Advisors in Verdun, QC

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Verdun area.

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Cf2g Investissement

Cf2g Investissement

“Avec CF2G, ayez cette tranquillité d'esprit. Votre conseiller, appuyé par une équipe multidisciplinaire expérimentée, ira au-delà du simple exercice financier et vous guidera pas à pas dans la concrétisation des projets qui vous tiennent à cœur. Notr...”
In Business Since 2008
1084 Rue de l'Église, Verdun, QC H4G 2N5
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Yohann Corbeil Conseiller Financier

Yohann Corbeil Conseiller Financier

(3)
  • Trust
  • Service
“Yohann listened to our needs and provided good advice to make the right choices to plan our financial future!”
In Business Since 2020
1545 Boul. Du Curé-Labelle, Laval, QC, H7V 2W4
Featured

CELIAPP Maintenant disponible Le CELIAPP s’adresse à toi si tu as l’intention d’acheter une première propriété sous peu ou dans les 15 prochaines années. Cet outil de planification financière te permettra d’investir jusqu'à 40 000 $, sans payer d'impôt sur les gains réalisés, sans exigences de remboursement. Comme le REER, tes cotisations sont déductibles d’impôt.

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M Bacal Group

M Bacal Group

Family Enterprise Advisor - FEA, Strategies For Generosity, Health Risk
“We believe that good insurance planning is not just about creating financial security for your business, your people or your family.​It also means having an approach which is deliberately and thoughtfully tailored to meet and anticipate your specific...”
In Business Since 2000
Family Business
4 Pl. du Commerce #210, Verdun, QC H3E 1J4
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Corporate Planning, Estate and Insurance Planning, Investment Planning
“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”
In Business Since 2016
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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Tulett Matthews & Assoc

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.”
In Business Since 2006
3535 Saint-Charles Blvd, Kirkland, Quebec H9H 5B9
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Sekure Payment Experts

Sekure Payment Experts

(44)
“My experience with Danielle Bourgeois at SeKure Merchants was very pleasant… Your patience is stellar and your communication is by far impeccable… 🤗🏆🤗 …”
In Business Since 2012
Remote Consultations Available
Transparent Fees & Pricing
3 Place Ville Marie #200, Montréal, QC H3B
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Monetary Investment
  • Proactive
  • Popular Science
“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.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Honest
  • Merger
  • Service
“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.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
Planification Successorale, Planification de la Retraite, Gestion de Patrimoine
“He has been constantly working with me on my portfolios with regular changes based on the market fluctuations in perfect alignment with my risk tolerance.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
  • Explanation
  • Pressure
  • Professionalism
“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...”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Everest Financial Services

Everest Financial Services

(48)
  • Needs
  • Expertise
  • Insurance
“His expertise, professionalism and personalized approach have greatly benefited my financial goals, providing me with peace of mind and confidence in my family's financial future.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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SV Taxes and Accounting

SV Taxes and Accounting

(45)
  • Advice
  • Personal Financial
  • Accountant
“We've been using SV T&A services since 2013 for personal income tax filling, as well as for more complex questions, such as cross-border personal income tax and pension income.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Team
  • Telephone
  • Happy
“She has also had accounts with 6 other institutions; there is NO comparison between these institutions and Rothenberg and Tina in particular are THE BEST!”
Transparent Fees & Pricing
Serving Verdun Area
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Elan Accounting Services

Elan Accounting Services

(37)
Gst/Qst Services, Payroll Services, Income Tax Return
“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 Business Since 2019
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Pauls & Associates

Pauls & Associates

(44)
  • Team
  • Family
  • Price
“From personal taxes, to tax strategy, for our family and our business, they have always ensured that we are aware of the best solution to maximize our return and plan long term.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Assuruni

Assuruni

(44)
  • Merger
  • Couple
  • Home Insurance
“I fully recommend him (BTW he turnaround a not so good experience that I had with one agent to the great one, and this rating is just because of his and only his professional and quality service)”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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Taco Finance

Taco Finance

(50)
  • Options
  • Caregivers
  • Information
“I also appreciate the fact that you are very involved in student life and in student events at universities, and the fact that you got in touch with me to see what my needs were.”
In Business Since 2020
1055 Bd du Séminaire N Bureau 404, Saint-Jean-sur-Richelieu, QC J3A 1R7
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Finexia

Finexia

(35)
Succession, Diagnostic Général, Services
“I highly recommend Finexia for their expertise, their professionalism, their ability to develop personalized financial strategies and their human side.”
In Business Since 2009
823 Rue Saint-Jacques suite B, Saint-Jean-sur-Richelieu, QC J3B 2N2
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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
“They really know how to take care of us !”
In Business Since 2018
Free Initial Consultation
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • Quality
  • Understanding
  • Efficient
“She was very nice and understanding, she would take the time to explain to me some things more in depth and actually seemed like she wanted to help me!”
In Business Since 2013
Serving Verdun Area
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Tarification, Planification Pour Entreprises, Planification Financière
“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • Questions
  • Work
  • Mortgage
“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.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Questions
  • Monetary Investment
  • Trust
“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.”
In Business Since 2014
Serving Verdun Area
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Labor
  • Wallet
  • Monetary Investment
“Regardless of your initial knowledge in portfolio optimization, TÙS Gestion de Patrimoine will be able to serve you professionally by meeting your consumer needs.”
In Business Since 2021
Serving Verdun Area
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Retirement Planning and Investment Management Services in Verdun, QC Cost Estimates

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 357 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 357 cost profiles.

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Wealth Management Advisors near Verdun

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