3 Best Financial Services in Saint-Jean-sur-Richelieu, QC

Expert-recommended Top 3 Financial Services in Saint-Jean-sur-Richelieu, 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!

6+ YEARS IN TBR
CALL EMAIL

FINEXIA

823 Rue Saint-Jacques, Suite B,
Saint-Jean-sur-Richelieu, QC J3B 2N2 Directions

Since 2006

Specialty:

Risk Management Accumulation Strategies Registered Retirement Savings Plan (RRSP) Tax-free Savings Account (TFSA) Disbursement Strategies Registered Retirement Income Fund (RRIF) Personal Finance Budget Planning Debt Management Life Insurance Disability and Critical Illness Insurance Health Insurance and Supplementary Care Individual or Group Insurance Damage Insurance Registered Education Savings Plan (RESP) Estate Report Inheritance Tax Assessment Taxation

Finexia is one of the leading financial advisors in Saint-Jean-sur-Richelieu, Canada. To support your journey toward financial independence, they will collaborate with a team of financial experts and conduct a thorough analysis of the information you provide. This analysis will offer a clear picture of your financial situation, allowing you to make the best decisions regarding investments and insurance. At Finexia, they build relationships with their clients because continuous support is key to the success of a financial program that leads to enrichment, independence, and optimal protection of your assets. They take pleasure in offering you choices and in simplifying your life. Their advisors are committed to being the guides that will help you implement scalable strategies throughout your life. Their team will communicate with you periodically to ensure necessary follow-ups.

2025 Update: Finexia’s mission is to help clients grow and protect their wealth. Francis is the president and Financial Security Advisor of Finexia.

Reviews | Play Video | Write a Review
License #1170054903

Contact:

(450) 357-9496 (833) 966-1964

Mon-Wed: 8am - 5pm
Thu & Fri: 8am - 4:30pm
Sat & Sun: Closed

TBR® Inspection Report:

6+ YEARS IN TBR
CALL EMAIL

SERVICES FINANCIERS CONSEILS RM INC.

650 Boucher, Bureau 302,
Saint-Jean-sur-Richelieu, QC J3B 7Z8 Directions

Since 1991

Specialty:

Savings Plans RRSP TFSA RESP Retirement Income Plans Life and Disability Insurance RRIF Life Annuity Products Investment Products GICs and Insurance Mutual and Segregated Funds Other Investments Workplace Investments Brokerage Services Family and Personal Health Insurance Disability Insurance Critical Illness Insurance

Services Financiers Conseils RM Inc. is a well-known financial planner in Saint-Jean-sur-Richelieu, Canada. Their mission is to guide you toward financial success, and their vision is to be your preferred partner. Clients value them the most for the quality of their relationships. They favour a rigorous and precise approach that is easy to follow. They stand out for the tangible value of their advice. With their team, you will receive close monitoring, develop a long-term relationship, and benefit from the wise guidance of their seasoned professionals. They take the time to understand your needs to help you make decisions that grow and protect your savings, enabling you to fully achieve your goals and plans.

2025 Update: Services Financiers Conseils RM Inc. is a dedicated team focused on helping clients achieve financial success. They believe that teamwork is key to delivering high-quality advice on financial products and services. A strong financial plan can support both your short-term and long-term goals.

Reviews | Play Video | Write a Review
License #1173115917

Contact:

(514) 941-7412 (855) 242-2188

Mon-Thu: 8:30am - 4:30pm
Fri-Sun: Closed

TBR® Inspection Report:

Saint Jean sur Richelieu financial service Charles Messier Planificateur Financier
CALL EMAIL

CHARLES MESSIER PLANIFICATEUR FINANCIER

383 Bd du Séminaire North, bureau 212,
Saint-Jean-sur-Richelieu, QC J3B 5L9 Directions

Since 2023

Specialty:

Portfolio Management Risk Management Strategic Planning Financial Planning Philanthropy Retirement and Investment Planning

Charles Messier Planificateur Financier is a top-notch financial consultant in Saint-Jean-sur-Richelieu, Canada. Charles Messier graduated with a BAA in finance from Université Laval and has been practicing financial consulting since 2016. His mission in his work is to positively impact the lives of as many people as possible through personal finances. He is always good company, and improving the people around him is part of his personality. With a well-developed philanthropic streak, he has always been concerned with giving back to his community. Supporting health and education is a priority for him in his native Saint-Jean-sur-Richelieu. Charles is an experienced professional with a demonstrated history of working in the financial services industry.

2025 Update: Charles Messier knew French, English, and Spanish.

Reviews   |   Write a Review

Contact:

  • agosselin@sfgt.ca
(819) 849-7504

Call for Hours

TBR® Inspection Report:

We use cookies to improve your experience. By continuing, you agree to our Privacy Policy.