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BEST RATED LAVAL, QC FINANCIAL SERVICES FR

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!

Juba Ait Menguellet - Laval, QC Financial Services - Professional Highlights
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JUBA AIT MENGUELLET

(4.8 Score)
PRIMERICA 495 Boul Saint Martin Ouest, Suite 203,
Laval, QC H7M 1Y9 Directions

Since 2016

Specialty:

✓Investments and Savings ✓Term Life Insurance ✓Segregated Funds ✓Mutual Funds ✓Managed Investment Programs ✓RRSPs ✓RRIFs ✓TFSAs ✓RESPs ✓RDSPs ✓Group RRSPs ✓Group TFSAs ✓Financial Needs Analysis ✓Income Protection ✓Retirement Protection ✓Debt Solutions ✓Education Funding ✓Mortgage Loans

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

2026 Highlights: Juba Ait Menguellet assists you by conducting a Financial Needs Analysis (FNA) to create a customized and comprehensive strategy for your financial security."

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Contact:

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

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TBR® Inspection Report:

Caroline Provencher-Virgilio - Laval, QC Financial Services - Portrait
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CAROLINE PROVENCHER-VIRGILIO

(4.7 Score)
4305 Autoroute des Laurentides,
Laval, QC H7L 5W5 Directions

Since 2019

Specialty:

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

"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 her expertise in insurance brokerage, she offers solutions in life, disability and critical illness insurance for complete financial protection.

2026 Highlights: Caroline Provencher-Virgilio helps structure strategies for employees and owners to ensure that, in the event that something happens, business owners and those who run the business are protected."

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License #2263589238

Contact:

(514) 967-1621

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

TBR® Inspection Report:

Financière AT-Gestion de Patrimoine - Laval, QC Financial Services - Portrait
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FINANCIÈRE AT-GESTION DE PATRIMOINE

(4.7 Score)
2990 Avenue Pierre-Péladeau, Suite 230,
Laval, QC H7T 3B3 Directions

Since 2020

Specialty:

✓Wealth Management ✓Investments ✓Insurance ✓Retirement Planning ✓Estate Planning ✓Tax Planning ✓TFSA ✓RRSP ✓Retirement Savings Strategy ✓Pension Plan ✓Optimizing Assets ✓Income for Savings

"Financière AT-Gestion de Patrimoine offers life, disability and critical illness insurance solutions and products. They provide all types of investment products. They help individuals, professionals, and business owners optimize 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 and videoconference meeting with Andre Tcholakian. He speaks French, English, Armenian and Polish. Financière AT offers free consultation.

2026 Highlights: Financière AT-Gestion de Patrimoine analyzes your financial situation and works together to establish effective strategies to achieve your growth, retirement or succession goals."

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License #1175151332

Contact:

(514) 975-3738

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

TBR® Inspection Report:

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JUBA AIT MENGUELLET - PRIMERICA REVIEWS

Talking to a knowledgeable and professional make a significant difference. Juba is not only a financial professional but a proper adviser who takes someone along the financial path to help him not only invest for the future but understand and owner the process. Keept it up.

Congratulations to Antoine Plante and Silvère Williams Kafando for their information and sound advice on the importance of good financial management. Honestly, they piqued our interest and shed some light on how to effectively manage our portfolio. Thank you and good luck on your successful journey.

Thanks to Juba for these tips. Their transparent approach, combined with the competence of their advisors and their ability to personalize recommendations, makes them an attractive option for those seeking effective financial management. As a result, I would likely recommend this firm to those looking for reliable, personalized financial advice.

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CAROLINE PROVENCHER-VIRGILIO REVIEWS

I highly recommend Caroline as a financial advisor. She is incredibly knowledgeable, professional, and trustworthy. From the very beginning, I felt she truly had my best interests at heart. Her poise and knowledge of the field gave me confidence, and she was always able to clearly explain my options. Her integrity and professionalism are exemplary. Thank you, Caroline, for your invaluable support and your attentive listening skills!.

Caroline is dedicated, patient, and attentive to her clients' questions and needs. She's always easily accessible. All this in a friendly, yet no less professional, atmosphere.

Caroline listens to us regardless of our financial situation and has a deep desire to offer us the best advice. I highly recommend her.

FINANCIÈRE AT-GESTION DE PATRIMOINE REVIEWS

Andre is amazing at what he does and I love working with him! 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. He has also been proactive in suggesting newer products available in the market and customize them to my requirements. If you have questions about investing, irrespective of your market knowledge/ experience, he is your guy! I highly recommend him.

Andre has proven to be an invaluable asset to my families financial planning. He is very thorough when explaining options available and working with us to determine the best solution for or needs. We couldn’t be happier with his services!.

Highly recommended. He explains everything in detail and gives multiple options. Very easy to communicate as well. It was my first time investing, and he made the process very easy and efficient.

TBR® Inspection Score Report

JUBA AIT MENGUELLET - PRIMERICA Total Inspection Points: 114/120
Acknowledgments: 8
Experience: 8
Complete Info: 9
Current Evaluation: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy: 10
Website Standard: 10

TBR® Inspection Score Report

CAROLINE PROVENCHER-VIRGILIO Total Inspection Points: 113/120
Acknowledgments: 8
Experience: 8
Complete Info: 9
Current Evaluation: 9
Reviews Study: 9
Business Images: 10
Contact Info: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

FINANCIÈRE AT-GESTION DE PATRIMOINE Total Inspection Points: 112/120
Experience: 7
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy: 10
Website Source: 10
Website Standard: 10

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