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 ON TBR
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FINEXIA

663, rue Dorchester,
Saint-Jean-sur-Richelieu, QC J3B 5A5 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)

"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.

2026 Highlights: Finexia's main goal is to guide their customers towards enriching and protecting their assets. They have access to a wide range of financial products from a large number of insurers and investment funds from both private and bank funds."

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License #1170054903

Contact:

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

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

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6+ YEARS ON TBR
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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 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. 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.

2026 Highlights: Services Financiers Conseils RM inc. simplifies complex financial issues and helps clients stay focused on what matters most through personalized advice, structured strategies, and ongoing support."

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License #1173115917

Contact:

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

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

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Marie-Eve Mc Lean - Saint Jean sur Richelieu, QC Financial Services - Portrait
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MARIE-EVE MC LEAN

525 Bd du Séminaire North, Bur 300-3,
Saint-Jean-sur-Richelieu, QC J3B 5L8 Directions

Since 2015

Specialty:

✓Planning for Retirement ✓Wealth Management ✓Estate Planning ✓Protection of Heritage ✓Income and Tax Strategies ✓Disability and Long-term Care

“2026 Highlights: Marie-Eve Mc Lean helps you understand your options, weigh the pros and cons, and make informed decisions to preserve your quality of life. Her role is not to sell you a product, but to help you build a sustainable and logical plan. She takes the time to explain every recommendation so that you understand the why behind each choice. She designs tailor-made plans, with no home product or sales objective. Marie-Eve Mc Lean's approach is part of a long-term relationship, where every stage of your financial life is followed by the same financial planner.”

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License #230166

Contact:

(450) 300-1998

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

TBR® Inspection Report:

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