Best Financial Advisors near Verdun, QC

2 of these firms are based in Verdun; the others serve Verdun from towns including Montreal (7 km), Saint-Hubert (14 km) and Laval (21 km).

3 open weekends · 14 rated 4.5+

Data verified October 19, 2026

Cf2g Investissement

Cf2g Investissement

Since 2008
1084 Rue de l'Église
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Yohann Corbeil Conseiller Financier

Yohann Corbeil Conseiller Financier

5.0 3 reviews
“Yohann listened to our needs and provided good advice to make the right choices to plan our financial future!”
Since 2020
Laval, QC · 21 km from Verdun
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M Bacal Group

M Bacal Group

Serves Montreal, Quebec, Canada30+ yearsFamily-owned
4 Pl. du Commerce #210
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Book onlineBook
Stratéginc Groupe Financier

Stratéginc Groupe Financier

5.0 50 reviews
“Strateginc is a professional and dynamic team, organized, with attentive advisors on whom I can count for quality professional financial advice.”
Since 2009
Saint-Bruno-de-Montarville, QC · 19 km from Verdun
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

4.9 48 reviews
“Take the time to explain well, take the time you need to make sure everything is understood,”
Montreal, QC · 7 km from Verdun
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Rothenberg Wealth Management

Rothenberg Wealth Management

4.7 47 reviews
“Always getting good rates and great service from Tina Patel!”
Serves CanadaSince 1986Prices online
Westmount, QC · 4 km from Verdun
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The 15 firms listed for Verdun, QC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.

Area overview: Verdun, QC

14 of the 15 firms on this page have a rating, from 4.6 to 5.0 across 1,075 reviews; 6 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (96%), responsiveness (47%) and quality (33%). The topics that come up most in reviews of the firms on this page are "trust" and "patient". 3 are open on weekends. Domain records put 6 websites of the firms on this page at ten or more years old; the oldest dates from 2000. 1 is family- or locally-owned. We have a website on file for all 15 of the firms on this page; 12 publish a contact page; 14 list a public email and 4 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.

Why are financial advisers outside Verdun listed here?

2 of the 15 firms are in Verdun itself. The rest come from other towns within 25 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

Pauls & Associates

Pauls & Associates

4.8 44 reviews
“Seven years ago I asked them to fill my taxes for the first time, was astonished with their level of expertise and since then never met better accountants and advisors.”
Since 2012
Montreal, QC · 7 km from Verdun
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Lacasse Financial Services

Lacasse Financial Services

4.9 34 reviews
“André is accessible and expert in his field.”
Serves Greater Montreal, QuebecSince 2014
Saint-hubert, QC · 14 km from Verdun
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

5.0 44 reviews
“We have been working with her for 2 years now and she accompanied us through all the steps to purchase our house.”
Speaks Français, Romanian
Saint-Lambert, QC · 7 km from Verdun
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

5.0 33 reviews
“From the bottom of my heart, I would like to thank Enrique and Étienne for guiding and advising me in the most important decisions for my business and my personal financial situation.”
Since 2021
Saint-leonard, QC · 16 km from Verdun
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Reei.ca

Reei.ca

5.0 32 reviews
“He was able to answer all my questions in order to make the best possible choice for my child.”
Since 2008
Montreal, QC · 7 km from Verdun
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Book onlineBook
Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

5.0 24 reviews
“No matter your projects, your objectives, your goal In life Marc is the person you need for your game plan”
Laval, QC · 21 km from Verdun
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

4.9 22 reviews
“I used Mylène's services for my needs as a young self-employed worker and I was very happy with her personalized approach to my situation.”
Serves MontérégieSince 2019
Saint-hubert, QC · 14 km from Verdun
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

5.0 18 reviews
“Alexandre knew how to direct my investments into the right investment portfolio.”
Since 2021
Saint-hubert, QC · 14 km from Verdun
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

5.0 21 reviews
“Amazing team helping you every step of the way with great guidance.”
Montreal, QC · 7 km from Verdun
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Why these companies made our list

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