Directory of Financial Services Resources

Home > Regional > North America > Canada > Quebec > Localities > M > Montreal > Business and Economy > Financial Services

This category includes banking and insurance.

Resources in This Category

• Assurances LeBoutillier

  http://www.votrecourtier.com/
  A general insurance broker with offices in Montreal and Gaspe specializing in automotive, residential and commercial insurance. Includes tips and a glossary.

• Douglas F. Hudson, CMA, MBA, CFP, CD

  http://www.rrsp.org/contact.htm
  Mutual funds, RRSPs, RRIFs, insurance products, financial, estate and retirement planning; and leverage strategies.

• Dr Tax

  http://www.drtax.ca/
  Tax preparation and efile software in both English and French, with client management.

• Groupe conseil Wermenlinger

  http://www.wermenlinger.com/
  Specializes in integrated wealth management advice and services. [French/English]

• Impots Ici!

  http://www.impots-ici.com/
  Professional accounting and income tax services, including payroll services and a Commissioner of Oaths.

• J. Gerard Fortin et Associes Inc.

  http://www.jgfortin.com/
  An insurance broker offering a full range of policy types, as well as financial services.

• Jimmy (Dimitrios) Menegakis, CA

  http://www.menegakis.ca/
  Chartered accountant offering financial and advisory services to small and medium sized corporations.

• Justin Case Insurance

  http://www.justincaseinsurance.com/
  Arranges coverage for life, health and long-term disability, as well as plans for private health, dental and drug care. Daniel La Tour, broker.

• Lussier Dale Parizeau

  https://lussierdaleparizeau.ca/en/
  Develops custom insurance programs tailored to the needs of each client. Caters to institutional and commercial sector as well as to groups and associations.

• Northstar Brokers

  http://northstarbrokers.ca/
  Provides short-term financial solutions, short-term cash loans, mortgages and commercial loans.

• Padgett Business Services

  http://www.padgettwestisland.com/
  Services include small business accounting, financial reporting, payroll services and government remittances.

• Personal Investing With Mark Lalonde

  http://www.marklalonde.com/
  A Chartered Financial Analyst advising on the management of investment portfolios to high net-worth investors. Discusses qualifications and services.

• Progres Consulting

  http://www.progres.ca/
  Specialists in the Canadian Scientific Research and Experimental Development (SR&ED) tax credit program, assisting companies throughout the claim process. [French/English]

• Securex Filings LLC.

  http://www.secfile.com/
  Registered SEC EDGAR filing agents providing complete solutions to public corporations. Describes the filing process and lists fees and resources.

• Stonebridge Financial Corporation

  http://www.stonebridge.ca/
  Specializes in financial services for companies, and structuring finances for syndication in the institutional market.

• The Wealth Management Group - David Edey

  http://www.the-successful-wealth-approach.com/
  Offers advice about how life planning can align lifestyle decisions with effective financial planning tactics.

• Van Berkom and Associates

  http://www.vbassociates.com/
  An investment firm. Overview and staff.

Related Categories

• Home > Regional > North America > Canada > Quebec > Business and Economy > Financial Services

Other Languages

• French

 

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