3 Best Financial Services in Laval, QC

Expert-recommended Top 3 Financial Services in Laval, QC. All of our Financial Advisors actually undergo a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and price - all to ensure overall excellence. You deserve only the best!

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JUBA AIT MENGUELLET

PRIMERICA 495 Boul Saint Martin Ouest, Suite 203,
Laval, QC H7M 1Y9 Directions

Since 2016

Specialty:

Mutual and Segregated Funds Managed Investment Programs Group RRSPs and TFSAs Retirement and Income Protection Education Planning Registered Retirement Savings and Registered Retirement Income Funds Tax-Free Savings Accounts Registered Education Savings and Registered Disability Savings Plans Term Life Insurance and Segregated Funds

Juba Ait Menguellet is passionate about helping his neighbours and community achieve their financial and life goals through personalized investment strategies. His primary aim is to offer his clients value and peace of mind. With a strong commitment to education and continuous learning, Juba stays updated with the latest financial trends and strategies to serve his clients better. He believes in transparent communication and takes the time to listen and understand each client's unique situation and aspirations. Whether you're planning for retirement, protecting your family's future, or investing for growth, he is dedicated to helping you navigate the complexities of financial planning with clarity and confidence.

2025 Update: Juba Ait Menguellet is a Primerica financial representative, a Mutual Fund Dealing Representative and a Financial Security Advisor.

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Contact:

(888) 827-9172 (438) 494-1795

Mon-Fri: 10am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Laval financial service Caroline Provencher-Virgilio
Laval financial service Caroline Provencher-Virgilio
Laval financial service Caroline Provencher-Virgilio
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CAROLINE PROVENCHER-VIRGILIO

4305 Laurentian Autoroute,
Laval, QC H7L 5W5 Directions

Since 2019

Specialty:

Estate Planning Pension Plan Optimization of Retirement Income Incorporation and Financial Benefits Tax Planning for Entrepreneurs Investment Management Financial Analysis Regular Monitoring and Adjustment of Financial Plans Disability and Critical Illness Insurance Life Insurance Corporate Tax Strategies

2025 Update: Caroline Provencher-Virgilio is a financial advisor who supports individuals and entrepreneurs in the Sainte-Rose sector. She develops tailor-made solutions to optimize your security and your assets. She is an expert in corporate tax strategies, and she helps entrepreneurs with tax planning, incorporation and optimization of financial benefits. Caroline Provencher-Virgilio offers personalized retirement plans, strategic investment management and regular monitoring to adjust each plan. With its expertise in insurance brokerage, she offers solutions in life, disability and critical illness insurance for complete financial protection.

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License #2263589238

Contact:

(514) 967-1621

Mon-Fri: 9am - 9am
Sat & Sun: 9am - 5pm

TBR® Inspection Report:

Laval financial service Financière AT - Gestion de Patrimoine
Laval financial service Financière AT - Gestion de Patrimoine
Laval financial service Financière AT - Gestion de Patrimoine
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FINANCIÈRE AT

GESTION DE PATRIMOINE
2990 Avnue Pierre-Péladeau, Suite 230,
Laval, QC H7T 3B3 Directions

Since 2020

Specialty:

Wealth Management Placements Insurance Planning for Retirement Estate Planning Tax Planning Transfer of Assets Tax Optimization REER CELI CELIAPP REEE FERR

2025 Update: Financière AT Gestion de Patrimoine offers life, disability and critical illness insurance solutions and products. They provide all types of investment products. They assist individuals, professionals and business owners in optimizing their wealth. Andre Tcholakian is a financial security advisor, life and health insurance broker, group savings representative and mortgage broker. The team offers tailor-made advice. Andre is available on weekdays, evenings and Saturdays. You can also arrange a Home, corporate or videoconference meeting with Andre Tcholakian. He speaks French, English, Armenian and Polish. Financière AT offers free consultation.

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Contact:

(514) 975-3738

Mon,Tue & Fri: 9am - 5pm
Wed & Thu: 9am - 8pm
Sat: 10am - 4pm
Sun: Closed

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