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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...”

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Yohann Corbeil Conseiller Financier

(3)

“Yohann listened to our needs and provided good advice to make the right choices to plan our financial future!”

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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...”

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Pauls & Associates

(44)

Team
Price
Questions

“This firm has been handling my tax matters for the past 5 years and service has always been professional, timely and they always accommodated any special scheduling needs of mine.”

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Conseil Kad-Kad Consultancy

(9)

Business Management Tools, Financial Accounting and Management, Tax Management Services

“Wow KAD consultancy is an awesome place to do all ur taxes, accounting, payroll n all kinds of administrative work n also all areas of consultancy a business is required to be successful.”

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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.”

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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.”

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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.”

Featured

Explore the vital role of understanding risk tolerance in successful investing, especially crucial for physicians and independent investors. This article weaves together the importance of recognizing your financial stress threshold with the benefits of informed, aligned decision-making. It underscores how expert guidance can shape a portfolio that resonates with your goals and risk comfort, steering clear of costly emotional errors. Read the full article to delve deeper into the dynamic nature of risk tolerance and discover how strategic wealth management, backed by professional knowledge, can navigate financial uncertainties.

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Elan Accounting Services

(49)

Non-Residence Filing, Income Tax Return, Tax Planning

“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.”

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Sekure Payment Experts

(46)

“My experience with Danielle Bourgeois at SeKure Merchants was very pleasant… Your patience is stellar and your communication is by far impeccable… 🤗🏆🤗 …”

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Olivier Truchon Conseiller en Sécurité Financière

(48)

Service
Patient
Insurance

“Fast and efficient, he always has time to help us.”

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Émergence Cabinet de Services Financiers Inc.

(46)

Professionalism
Cover

“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...”

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Rothenberg Wealth Management

(47)

Business
Knowledge
Team

“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!”

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Financière AT - Gestion de Patrimoine

(39)

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.”

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Everest Financial Services

(42)

Goals
Team
Family

“Steven had encouraged us to purchase critical illness insurance (which in all honesty I did begrudgingly) and it turned out to be best decision we ever made.”

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Moon Tax Services

(50)

Financial
Communication
Understand

“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.”

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Services Financiers Avie Financial Services

(40)

Questions
Mortgage
Professionalism

“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.”

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Reei.ca

(39)

Children
Disabled
Merger

“They explained it to me well and took the time to answer me, which for me is complicated but confirmed to me that there will be people for each step to help you and in addition for a program that I don't know.”

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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.”

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Stratéginc Groupe Financier

(38)

Popular Science
Team
Service

“I wanted to take a few minutes to write to you about how Pascal Dion was able to listen to me and advise me to develop my investments, thank you very much.”

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SV Taxes and Accounting

(37)

Government
Accountant
Questions

“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.”

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TÙS Gestion de Patrimoine

(32)

Solutions Financières, Solutions D'assurances

“If you are looking for an advisor who listens, who is professional and who really cares about your development, look no further, Enrique is the advisor you need!”

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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 !”

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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.”

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Average Cost	$3000
Minimum cost	$1000
Maximum cost	$8500
Avg Per Hour Rates	$300

Best Financial Advisors in Verdun, QC

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

Cf2g Investissement

Yohann Corbeil Conseiller Financier

M Bacal Group

Pauls & Associates

Conseil Kad-Kad Consultancy

Dimitri Lappos - Wealth Management

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

The St-Georges Group

Elan Accounting Services

Sekure Payment Experts

Olivier Truchon Conseiller en Sécurité Financière

Émergence Cabinet de Services Financiers Inc.

Rothenberg Wealth Management

Financière AT - Gestion de Patrimoine

Everest Financial Services

Moon Tax Services

Services Financiers Avie Financial Services

Reei.ca

Finexia

Stratéginc Groupe Financier

SV Taxes and Accounting

TÙS Gestion de Patrimoine

Groupe Natale

Mathieu Marcil, Pl.fin.

Retirement Planning and Investment Management Services in Verdun, QC Cost Estimates

Why these companies made our list

Wealth Management Advisors near Verdun

Popular in Verdun