Best Financial Advisors in Mont-Royal, QC

The highest-rated Financial Planning & Wealth Management companies out of 46 vetted & reviewed in the Mont-Royal area.

Socium Groupe Financier

Socium Groupe Financier

“Notre service aux particuliers est différent de ce que vous retrouvez sur le marché actuellement. Nous avons pour but d'aider nos clients à atteindre leurs objectifs financiers et de leur assurer une retraite à la hauteur de leurs rêves, sans qu'ils ...”
In Business Since 2012
Serving Mont-Royal Area
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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(6)
Payroll Management Services, Tax Management Services, Financial Accounting and Management
“Wow KAD consultancy is an awesome place to do all ur taxes, accounting, payroll n all kinds of administrative work n also all areas of consultancy a business is required to be successful.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2017
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Tax Planning, Retirement Planning, Investment Planning
“Not only is he able to present to them the right solution for their needs, he is extremely knowledgeable about changes in the economic environment and keeps me updated on a consistent basis.”
In Business Since 2016
10-, 474 McGill St, Montreal, Quebec H2Y 2H2
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Elan Accounting Services

Elan Accounting Services

(29)
Uber & Taxi Driver Income Tax Return, Tax Planning, Income Tax Return
“I have worked with Elan Accounting from my first time filing tax until now and they have proved to be professional,on-time and reliable in every aspect.”
Transparent Fees & Pricing
In Business Since 2019
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

Sekure Payment Experts

(27)
  • Credit Card
  • Processor
  • Call
“To be honest i would rather have my teeth pulled than change my credit card processing company, but this is by far the best experience I have had in lowering my rates and having exceptional customer service.”
Transparent Fees & Pricing
Remote Consultations Available
In Business Since 2012
3 Place Ville Marie #200, Montréal, QC H3B 2E3
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Everest Financial Services

Everest Financial Services

(28)
  • Family
  • Pleasure
  • Knowledge
“Financial plans are much like tailor made suits, and Steve always makes sure that the plans he creates for his clients are well fitted for their personnal, professional and family goals.”
In Business Since 2020
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • Professional
  • Finances
  • Team
“Professional team that not only takes the time to listen to your financial needs but goes above and beyond to make sure you are truly part of the decision making process!”
Transparent Fees & Pricing
In Business Since 2012
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Groupe Natale

Groupe Natale

(16)
Individual & Family, Services For Corporations, Entrepreneurs and Affluent Clients
“I would strongly recommend anyone to give Group Natale a chance to prove their expertise and professionalism in the finance / insurance industry.”
Free Initial Consultation
In Business Since 2018
3055 Boulevard Saint-Martin O suite 620, Laval, Quebec H7T 0J3
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Moon Tax Services

Moon Tax Services

(29)
  • Understand
  • Financial
  • Questions
“My tax filings for the last 4 years had many issues and tax consultants whom I previously consulted didn't have the knowledge to file taxes for a resident in Ontario working for a Quebec company so I had to end up paying more.”
Free Initial Consultation
In Business Since 2022
740 Mnt Montrougeau, Laval, QC H7P 5K4
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Lawadvisors

Lawadvisors

(12)
Life Insurance
“I have been with Norman and Sheena for the last 20 years, so far they have done excellent work for me with quick response on all the questions I needed.”
Licensed
Free Initial Consultation
In Business Since 2017
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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SV Taxes and Accounting

SV Taxes and Accounting

(17)
  • Price
  • Accountant
  • Government
“She always works in the best interests of her clients, always on time with the reminders and government updates and she never delays with the feedback to whatever requests you might have.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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3D Financial

3D Financial

(8)
Wealth Management, Insurance, Financial Planning
“Having both Sophie and Scott manage my RRSPS for the last 21 years, I can say without a doubt that entrusting my Retirement Porfolio with 3D Financial was a great decisison.”
Free Initial Consultation
In Business Since 2019
3080 Boul. le Carrefour Suite 500, Laval, Quebec H7T 2R5
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Les Services Financiers Dupont

Les Services Financiers Dupont

Retirement Planning, Tax-Efficient Strategies, Investments Strategies
“*Felix Dupont is attached to PEAK Investment Services Inc. PEAK Investment Services Inc. is a mutual fund dealer that is registered with the Autorité de marchés financiers du Québec and the Mutual FundDealers Association of Canada. PEAK Investment Se...”
Emergency Services
In Business Since 2021
40 Pl. Caledonie, Candiac, QC J5R 4G8
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Melkonian Finance

Melkonian Finance

(10)
Debt Management, Review Mortgage, Specific Purchases
“As a business owner, my income can sometimes fluctuate so planning for the future is even more important - Alex and his team have done a fantastic job of making sure I am set to reach my goals.”
In Business Since 2015
7575 Trans Canada Route Suite 555, Saint-Laurent, Quebec H4T 1V6
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Montreal

Montreal

(6)
Personal Tax Planning Services, Bookkeeping Services, Professional Services
“Singer was nice enough to come by my office, where he took charge and basically took care of everything, It was such a relief!”
Free Initial Consultation
In Business Since 2012
Serving Mont-Royal Area
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Services Financiers Avie

Services Financiers Avie

(14)
  • House
  • Professionalism
  • Mortgage
“I want to encourage everyone who want to buy a house to contact Aliona Cozari , as she would be able to answer all your questions and advise what are the steps that have to be taken to be able to have your dream house.”
In Business Since 2006
1080 Côte du Beaver Hall #002, Montréal, QC H2Z 1S8
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The Financial Independence Club

The Financial Independence Club

(9)
Budget Development, Debt Management, Insurances
“Haven't submit my Tax for last 2 years since my previous accountant really messed it up and I ended owing Gov alot, After much hesitant reached out to Rene on Social Media, He seems very efficient, went trough my documents carefully and made my submi...”
In Business Since 2015
2572 Bd Daniel-Johnson 2nd Floor, Laval, QC H7T 2R3
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Chowdhury Aktar & Associates

Chowdhury Aktar & Associates

(9)
“Really helpful, kind and patient with lots of honesty and attention to detail that will help you improve and get what you need!”
Free Initial Consultation
In Business Since 2019
3700 Rue Griffith #116, Saint-Laurent, QC H4T 2B3
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Sohon Assurances et Services Financiers

Sohon Assurances et Services Financiers

(13)
  • Women
“She is very knowledgeable, easy to communicate with and provides excellent support throughout the process, and all of this wile giving her time to the community by organising workshops for the Women & Money MTL community.”
In Business Since 2019
1111 Bd Dr.-Frederik-Philips suite 600, Saint-Laurent, Quebec H4M 2X6
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Valeurs Mobilières Whitehaven

Valeurs Mobilières Whitehaven

(4)
“Thanks to the whole team!”
Offers Financing Options
Coupons & Offers
In Business Since 2013
1595 Bd Daniel-Johnson #300, Laval, Quebec H7V 4C2
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Jamali Financials

Jamali Financials

(4)
  • Insurance
“This is one of the best experience that i have ever had for life insurance to take.”
Transparent Fees & Pricing
Free Initial Consultation
In Business Since 2021
4030 Blvd. Cote-Vertu Ouest Office#107, Saint-Laurent, Quebec H4R 1V4
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Liliana Danila - Financial Security Advisor Montreal

Liliana Danila - Financial Security Advisor Montreal

(6)
  • Plan
  • Goals
  • Patience
“Danila assisted me choosing the best suitable solution for my needs, giving me the best advice and counseling, ensuring that I clearly understand all terms and conditions that I was not familiar with.”
Free Initial Consultation
In Business Since 2016
6100 Trans-Canada Hwy #110, Pointe-Claire, Quebec H9R 1B9
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Richter

Richter

(2)
“Reception 11th, deliveries 12th.”
Remote Consultations Available
Family Business
In Business Since 2000
Richter Tower, 1981 McGill College Ave, Montreal, Quebec H3A 0G6
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Shukr Group

Shukr Group

(1)
Business Services, Tax Consulting, Personal Services
“God service”
Offers Financing Options
In Business Since 1997
Serving Mont-Royal Area
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Retirement Planning and Investment Management Services in Mont-Royal, QC Cost Estimates

Minimum cost
$1199
Maximum cost
$10190
National Average
$3597
Avg Per Hour Rates
$360
$2398
$6594
Average price range is based on 414 cost profiles
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Average Cost $3597
Minimum cost $1199
Maximum cost $10190
Avg Per Hour Rates $360

Average range $2398 to $6594 is based on 414 cost profiles.

Why these companies made our list

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