Gennaro Natale - Groupe Natale
“Always present and available to provide excellent service and support.”
Best Financial Advisors near Mont-Royal, QC
None of these firms is based in Mont-Royal; they work from towns including Montreal, Laval and Saint-Hubert.
24 firms listed · 3 open weekends · all 24 rated 4.5+
Data verified October 24, 2026
Financière AT - Gestion de Patrimoine
“Great service , was always available to provide us with good advice !”
Mylène Lapointe - Planificateur Financier Indépendant
“Client needs are her priority and she offers impeccable personalized service.”
Espace Finance, Cabinet de Services Financiers
“What a professional team, I have been a customer for over 20 years and I have been served quickly and diligently throughout our collaboration!”
Olivier Truchon Conseiller en Sécurité Financière
“He was able to popularize concepts that were little known to me and recommended a product that suited our needs.”
Everest Financial Services
“Thank you so much for your help on getting the right life and CI policies that actually meet my needs and are within my budget.”
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 3,264 reviews; 15 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (54%) and responsiveness (54%). The topics that come up most in reviews of the firms on this page are "trust", "knowledge" and "patient". 3 are open on Saturdays and 1 on Sundays. Domain records put 7 websites of the firms on this page at ten or more years old; the oldest dates from 2006. 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; 20 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.
Émergence Cabinet de Services Financiers Inc.
“You are dealing with a charming, competent man who, above all, listens to the needs of his customers.”
TÙS Gestion de Patrimoine
“Super good service, nothing to complain about!”
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Groupe Financier Strateginc
“Great service, flexible, attentive and above all excellent financial advice!”
Reei.ca
“Very good service, thank you Benjamin!”
Planico
“Following the meeting with Denis, I was able to get better advice for my personal finances.”
Lacasse Financial Services
“Lacasse and the SFL team are people who work for their clients and it shows by their efforts and the service received”
Mathieu Marcil, Pl.fin.
“Exceptional quality as far as I'm concerned - he knows his field well and will be able to offer you advice that matches the specifics of your financial situation.”
Rothenberg Wealth Management
“I have been dealing with Rothenberg for over 25 years and have always had first-class service.”
Pauls & Associates
“For a very professional, responsive, reliable and affordable tax accountants to complete your taxes, you can't do better than Pauls & Associates.”
Gestion de Patrimoine Villeneuve
“His professionalism and expertise make him the ideal partner to help you with your finances!”
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Planificateur Financier Indépendant | Marc-Olivier Desmarais
“I highly recommend, objective opinions on our finances and informed advice!”
Banville Gestion de Patrimoine
“In addition, Antoine, Yves and Marjorie took the opportunity to review my retirement plan and gave me excellent advice!”
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Annie Pelletier | Assurances et Investissements
“I appreciated the flexibility of the meeting times, the attention to detail and the in-depth knowledge that Annie had regarding the subject of insurance.”
Services Financiers Ton Courtier
“Very friendly staff committed to their work, they explain everything to you and answer your questions… excellent service!!”
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Tulett, Matthews & Associates
“They always treat us like family and take the time to answer our questions, walk us through the projections, and help us to better understand where we are and what we need to do to reach our goals as a family.”
Rivard
“The range of products offered is incredible, the expertise of the advisors is worth gold and they introduced me to enormous opportunities that I had never heard of despite the fact that I had already met an advisor at my bank.”
Magnolia Gestion - Courtier Assurance Vie au Québec
“If you are looking for an advisor who truly cares about meeting the needs of his clients, Magnolia Gestion is the one for you.”
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Jean-François Vinet, Pl. Fin. CIM | Gestion de Patrimoine Assante
“We have been working with him since 2016 for all our investment and retirement planning, and he has more than surpassed our expectations.”
Why these companies made our list
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