3 Best Financial Services in Saguenay, QC

Expert-recommended Top 3 Financial Services in Saguenay, 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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STB SERVICES FINANCIERS INC.

3480 rue de la recherche,
Saguenay, QC G7X 1L0 Directions

Since 2012

Specialty:

✓Strategic Support and Project Management ✓Financial Planning ✓Financing and Insurance Brokerage ✓Human Resources Support ✓Tax Impact Advice ✓Business Purchase or Sale ✓Shareholder Agreements ✓Retirement Planning ✓Investment Planning ✓Estate and Succession Planning

"STB Services Financiers Inc. is an independent financial consulting firm. Their approach begins with comprehensively evaluating each client’s situation and requirements. Stéphanie Blackburn is the president and senior advisor of STB Services Financiers Inc. She brings over a decade of experience in financial planning and corporate finance. She is dedicated to helping businesses and individuals achieve their financial goals and optimize their tax efficiency. As the leader of STB Services Financiers Inc., Stéphanie Blackburn heads a team of professionals who offer customized solutions and strategies. Whether you aim to build, grow, protect, or transfer your wealth, the firm has the expertise to assist you. STB Services Financiers Inc. collaborates with specialists in taxation, accounting, and financial planning to provide holistic advice. Additionally, they partner with reputable insurers and investment firms to ensure access to the best products and services available. Their mission is to become your trusted partner and turn your dreams, priorities, and aspirations into reality. Stéphanie Blackburn is a member of the Financial Security Chamber, and she speaks English and French.

2026 Highlights: STB Services Financiers Inc. optimizes your tax situation and provides advice to anticipate the impacts of legislative changes, manage your wealth and plan for succession."

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License #3000137888

Contact:

(418) 615-3522 (418) 973-3773

Mon-Thu: 9am - 4:30pm
Fri: 9am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

Jean-Philippe Gilbert-Tremblay - Saguenay, QC Financial Services - Portrait
Jean-Philippe Gilbert-Tremblay - Saguenay, QC Financial Services - Office Image
Jean-Philippe Gilbert-Tremblay - Saguenay, QC Financial Services - Client Service Image
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JEAN-PHILIPPE GILBERT-TREMBLAY

3880 Boulevard Harvey, local 2180, Jonquière,
Saguenay, QC G7X 8R6 Directions

Since 2016

Specialty:

✓Financial and Retirement Planning ✓Debt and Portfolio Management ✓Investment and Wealth Management ✓Tax Strategies ✓Budget and Business Succession Planning ✓Taxation and Financial Optimization ✓Financial Analysis ✓Tax Return Production ✓Income Splitting

"Jean-Philippe Gilbert-Tremblay offers a financial plan that integrates all areas of finance and has a lasting relationship with clients. The office is located 12.1 miles away from Saguenay. As a financial security advisor, group savings representative, group insurance specialist, and annuity advisor, he strives to be a go-to resource for sound financial advice by fostering human and effective business relationships. His role is to help clients achieve their goals and dreams through advice that prioritizes their unique situations and needs. Jean-Philippe is dedicated to building lasting relationships with his clients. Jean-Philippe Gilbert-Tremblay holds certification in the Canadian Investment Funds Course (Mutual Funds) and the Personal Insurance Qualification Program. He speaks English and French. Jean-Philippe Gilbert-Tremblay provides different available finance options for your needs, such as budget planning, debt management, project funding and budgeting.

2026 Highlights: Jean-Philippe Gilbert-Tremblay gives a clear role to your savings according to your projects, your horizon and your personality. Jean-Philippe Gilbert-Tremblay is an independent financial security advisor and representative, offering insurance products and services through IDC Worldsource and mutual fund services through Mérici Services Financiers Inc."

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Contact:

(418) 944-9982

Mon-Thu: 9am - 4pm
Fri: 9am - 12pm
Sat & Sun: Closed

TBR® Inspection Report:

Charles-Edouard Coallier - Saguenay, QC Financial Services - Portrait
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CHARLES-EDOUARD COALLIER

255, rue Racine East,
Saguenay, QC G7H 1L7 Directions

Since 2018

Specialty:

✓Personal Accident Insurance ✓Critical Illness and Disability Insurance ✓Mortgage Loan Insurance ✓Life Insurance ✓Collective Savings ✓Retirement Income Products ✓RRSPs ✓TFSAs and Other Savings Plans ✓Registered Education Savings Plans (RESPs)

"Charles-Edouard Coallier's mission is to help you navigate the financial world to achieve your personal and professional goals. He offers tailored solutions that fit your unique situation, with recognized expertise in asset management and investment strategy. Charles-Edouard Coallier offers support as well as specialized services adapted to your situation. He works diligently with the highest professional standards. His approach is based on transparent communication and a relationship of trust. He strives to make finance accessible and demystify the complex issues his clients face.

2026 Highlights: Charles-Edouard Coallier has the skills to meet all your financial needs, whether to optimize and improve your situation; your requests are treated with the utmost consideration."

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Contact:

(418) 549-6914

Mon-Fri: 8:30am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

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