Mont-Royal, QC

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Mont-Royal, QC
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Best Financial Advisors near Mont-Royal, QC

None of these firms is based in Mont-Royal; they work from towns including Laval, Montreal and Saint-Hubert.

24 firms listed · 5 open weekends · all 24 rated 4.5+

Data verified October 19, 2026

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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Insurance
  • Patient
  • Service
“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Strategy
  • Planning
  • Team
“Truly, I am a satisfied client and, without doubt, one of the best decisions I made a few years before my retirement was to transfer my assets to StratégInc.”
In Business Since 2011
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
  • Investments
  • Honest
  • Insurance
“Professional, dedicated and committed to meeting our objectives, André has in-depth market and product expertise, analytical skills as well as a keen sense of market-synchronized investments.”
In Business Since 2020
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(48)
  • Team
  • Future
  • 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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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
  • Cover
  • Sympathetic
  • Financial
“I'm not personally comfortable with investments and money in general, but my brother Keven took the time to explain and guide me through the different options available to me.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Mom
  • Patience
  • Receptionist
“They so much appreciated the very helpful and thoughtful interactions they had with Ms Tina Patel, so much so that they deliberately went to the offices for any transactions they needed to undertake.”
Transparent Fees & Pricing
Serving Mont-Royal Area
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The 24 firms listed for Mont-Royal, 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: Mont-Royal, QC

The 24 firms on this page are rated from 4.6 to 5.0 across 1,603 reviews; 12 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (52%) and quality (49%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "knowledge". 5 are open on Saturdays and 3 on Sundays. Domain records put 5 websites of the firms on this page at ten or more years old; the oldest dates from 2008. 1 offers a free initial consultation. We have a website on file for all 24 of the firms on this page; 18 publish a contact page; 21 list a public email and 11 take bookings online. We count these figures across the firms on this page; hours and prices change, so confirm the details with the firm before you book a consultation.

Do firms listed for Mont-Royal take financial planning bookings online?

11 of the 24 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.

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Pauls & Associates

Pauls & Associates

(44)
  • Income Tax
  • File
  • Family
“I'm highly recommended Pauls and associates, been client with them for 5 years, they are professional and helpful with my tax refund, I'm happy and will continue working with them in the future!”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Annie Pelletier | Assurances et Investissements

Annie Pelletier | Assurances et Investissements

(50)
  • Trust
  • Understanding
  • Service
“Rarely have we seen a person so dedicated, taking the happiness of families so seriously and who is so invested in ensuring that each of his clients, whether wealthy or not, can have access to so much information.”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • Work
  • Team
  • Insurance
“My wife had called to have a car policy and we had excellent help from Sandra Moreno, but I also wanted to add a room policy and the service I received was of high quality.”
In Business Since 2013
Serving Mont-Royal Area
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Groupe Natale

Groupe Natale

(27)
  • Business
  • Knowledge
  • Team
“Natale and his entire administrative team are always available to answer our questions.”
Free Initial Consultation
In Business Since 2018
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • House
  • Professionalism
  • Heart
“Alena, I want to express our gratitude to you for your professionalism and personal approach to our file, in finding the best conditions in the bank and completing documents in a short time.”
768 Rue de Namur, Saint-Lambert, QC, J4S 1Z5
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
  • Trust
  • Strategy
  • Service
“He was not only interested in the professional side, but also on the personal level to be sure to give me a personalized service that meets my needs and those of my family.”
In Business Since 2019
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Trust
  • Monetary Investment
  • Questions
“He took the time to listen to us, to clearly establish our needs based on the objectives we have and thus be able to make a detailed and precise plan for the entire year!!”
In Business Since 2014
Serving Mont-Royal Area
Featured

Le mythe de la date limite. Qui n’a pas entendu à la radio ou lu sur un site quelconque des formules telles que : « La date limite des REER est le 1er mars »? Rassurez-vous, les cotisations peuvent être faite à longueur d'année.

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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Trust
  • Merger
  • Hands
“From the bottom of my heart, I would like to thank Enrique and Étienne for guiding and advising me in the most important decisions for my business and my personal financial situation.”
In Business Since 2021
Serving Mont-Royal Area
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Reei.ca

Reei.ca

(32)
  • Explanation
  • Empathy
  • Merger
“Very genuine and efficient service.”
In Business Since 2008
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
  • Service
  • Trust
“I am more than satisfied with the results, he supported me in developing a solid plan to achieve financial independence much sooner than I would have thought possible.”
de la, 3509 Blvd. de la Concorde E #205, Laval, Quebec H7E 2C6
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Rivard

Rivard

(37)
  • Monetary Investment
  • Team
  • Service
“Very good service, we took the time to go to dinner together so that they could explain to me all the possible scenarios for my file, thank you for your time on a Monday evening Keven I recommend to everyone”
In Business Since 2020
792 Rue Saint-Louis #108, Terrebonne, Quebec J6W 1J8
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
  • Elle
  • Human
  • Service
“I really appreciated the first contacts that my partner and I had with Mylène to clearly analyze our situation and advise us in the maze of financial options for our projects.”
In Business Since 2019
Serving Mont-Royal Area
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
  • Wallet
  • Merger
  • Service
“Although this was only the free preliminary meeting, he took the time to answer all my questions, in clear and simple language and even showed me tools that I did not know (for taxes and for make a personal budget).”
In Business Since 2021
7750 Bd Cousineau Bureau 305, Saint-Hubert, Quebec J3Z 0C8
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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!”
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
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Veltista Financial Services

Veltista Financial Services

(19)
  • Professional
  • Life Insurance
  • Patient
“He took the time to clearly target my objectives and explain my options, to reassure me and above all, he takes the time to follow up and is always available to answer my questions.”
1565 Bd de l'Avenir bureau 206, Laval, Quebec H7S 2N5
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Lumos Services Financiers

Lumos Services Financiers

(19)
  • Monetary Investment
  • Insurance
“I purchased my life insurance policy with Lumos in addition to letting them manage my personal investments and I am very satisfied with the results and the service provided, a modern and professional team.”
In Business Since 2019
6455 Rue Jean-Talon E bureau 804, Saint-Léonard, QC H1S
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Magnolia Gestion - Groupe Financier

Magnolia Gestion - Groupe Financier

(14)
  • Popular Science
  • Jargon
  • Service
“Personalized service, an advisor who really cares about my needs, who is available and always on the lookout for the best strategies to advise me adequately and what's more, he is good company!”
Remote Consultations Available
In Business Since 2022
Serving Mont-Royal Area
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Espace Finance, Cabinet de Services Financiers

Espace Finance, Cabinet de Services Financiers

(17)
  • Honest
  • Team
  • Strategy
“Listens to my needs and always takes the time to explain strategies adapted to my financial reality in order to maintain the relationship of trust that has been built over the years!”
400 Blvd. Saint-Martin O #300, Laval, QC H7M 3Y8
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HomeWealth Management AdvisorsQuebecMont-Royal, QC

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.

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Financial Advisors near Mont-Royal

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