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Tulett, Matthews & Associates
“I have been a client for a number of years and for good reason: impartial advice, in depth knowledge and outstanding client service that goes well beyond simple investment.”
Best Financial Advisors near Kirkland, QC
1 of these firms is based in Kirkland; the others serve Kirkland from towns including Laval (17 km), Montreal (25 km) and Pointe-Claire (4 km).
3 open weekends · 14 rated 4.5+ · 1 shows a licence
Data verified October 18, 2026
Gennaro Natale - Groupe Natale
“His respect for clients creates a climate of trust which is necessary when we need financial advice.”
Financière AT - Gestion de Patrimoine
“Great service, and always professional advice based on the individual financial situation of the Client.”
Olivier Truchon Conseiller en Sécurité Financière
“Olivier showed patience and listening to understand my needs in order to offer me the product that best suited my situation.”
Espace Finance, Cabinet de Services Financiers
“Étienne gives very good advice adapted to our needs and his explanations are always clear!”
Everest Financial Services
“I highly recommend Steven and Everest Financial Services to anyone looking for a trusted financial advisor who genuinely cares about their clients' success.”
The 15 firms listed for Kirkland, QC offer financial planning and investment management to clients. Details about services and compensation come from each firm's own website; ratings and quotes come from public reviews.
Area overview: Kirkland, QC
The 15 firms on this page are rated from 4.2 to 5.0 across 1,023 reviews; 7 have 50 or more reviews and 14 are rated 4.5 or higher. The topics that come up most in reviews of the firms on this page are "knowledge", "trust" and "patient". 3 are open on Saturdays. 1 shows a licence on its website. Domain records put 4 websites of the firms on this page at ten or more years old; the oldest dates from 2006. 1 offers payment plans and 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 12 publish a contact page; 12 list a public email and 7 take bookings online. We count these figures across the firms on this page; distances are straight-line, and hours and prices change, so confirm the details with the firm before you book a consultation.
Do firms listed for Kirkland take financial planning bookings online?
7 of the 15 firms accept meeting requests through their websites. A firm without that option usually starts with a phone call. Mention what prompted the inquiry, whether that is retirement, a severance or an inheritance, so the firm can put the right adviser in the room.
Rothenberg Wealth Management
“I have dealt with Tina Patel at Rothenberg for over 20 years and I have always found her to be excellent.”
Pauls & Associates
“We have been filing income tax by this team's help since 2015 and we never had any problem.”
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Planificateur Financier Indépendant | Marc-Olivier Desmarais
“Marc-Olivier is very friendly, competent, generous with his time, and he will put you at ease, all without judgment.”
Services Financiers Ton Courtier
“Excellent personalized service, they help you with the best option and explain how the system works in Qc.”
Groupe Financier Mondial
“Obviously, my experience with my financial security advisor from the World Financial Group was the most personalized ever.”
Veltista Financial Services
“From our first interaction Evangelos was very patient, attentive and made sure we understood all available life insurance products.”
Dimitri Lappos - Wealth Management
“He does an excellent job in understanding my financial objectives and working with me to create the right plans to achieve them.”
Les Entreprise CLS
“Christine is an advisor who knows her products well.”
LCA CPA
“Excellent accounting practice for both personal and corporate matters.”
Why these companies made our list
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