3 Best Financial Services in Laval

“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.”

Read more

“Charles Gaucher-Services Financier's commitment to professionalism and client satisfaction has earned them a reputation for excellence in financial consulting. Charles Gaucher serves as the president and financial planner of the firm. He holds a Bachelor of Commerce degree from the University of Ottawa and is also a Chambre de la sécurité financière member. With a right to practice granted by the Autorité des marchés financiers, Charles Gaucher brings his clients a wealth of knowledge and expertise. His firm specializes in providing comprehensive financial planning services tailored to individuals and businesses unique needs and goals. Charles and his team are dedicated to helping clients achieve economic security and success through strategic investment management, retirement planning, estate planning, and risk management strategies.”

Read more

“Coaching Financier Trek's main areas of expertise include financial, tax, estate planning, insurance, retirement planning, and investments. Marc Bérubé is the firm's principal and financial advisor. With an engineering degree from the École Polytechnique de Montréal, he began his career in financial security at London Life in 1999 before founding Coaching Financier Trek in 2002. The team at Coaching Financier Trek relies on several experienced advisors who cover all financial advisory needs, as well as a lawyer and tax specialist who work closely with business owners to help them secure their financial future. As an independent firm specializing in financial services, they provide advice to professionals, businesses, and families. The team helps clients develop the necessary tools and processes to achieve their financial goals.”

Read more