Montreal, QC

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Montreal, QC
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Best Financial Advisors in Montreal, QC

Handpicked from 57 vetted & reviewed Financial Planning & Wealth Management firms in the Montreal area, explore the top 5 leading options among the selected group of 24 finalists.

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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(9)
Tax Management Services, Payroll 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.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2017
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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Elan Accounting Services

Elan Accounting Services

(49)
Tax Planning, Uber & Taxi Driver Income Tax Return, 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
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

Sekure Payment Experts

(46)
“Amanda Jessica Motter is my POC at Sekure merchant service and she is very excellent and always trying to help customer with loyalty, patients and with low cost.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2012
3 Place Ville Marie #200, Montréal, QC H3B
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(46)
  • Cover
  • Professionalism
“Thank you Keven, thank you for everything I enjoyed working with you it was a real pleasure knowing you, thank you again for the help you gave me I really appreciate it.”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Pauls & Associates

Pauls & Associates

(44)
  • Review
  • File
  • Income Tax
“My experience was great, one the finest service by Ruhin, it was my second year to file my taxes and they are pretty quick, and guide you through the process.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
98.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(40)
  • Professionalism
  • House
  • Mortgage
“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.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
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Reei.ca

Reei.ca

(39)
  • Documents
  • Sympathetic
  • Trust
“We were supported, advised, reassured and accompanied with kindness and professionalism in this administrative maze which causes too many parents to abandon the steps (or never take them!”
4 Pl. Ville-Marie #300, Montréal, QC H3B
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • Finances
  • Professional
  • 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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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.”
Free Initial Consultation
Licensed
In Business Since 2017
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2
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Magnolia Gestion - Groupe Financier

Magnolia Gestion - Groupe Financier

(14)
  • 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 Montreal Area
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LCA CPA

LCA CPA

(3)
Support For Other CPA Practices, Corporate Financing, Consulting
“Great knowledge.”
Offers Financing Options
5000 Rue Jean-Talon O #240, Montréal, QC H4P 1W9
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Planico

Planico

(7)
“He was able to present us with the most beneficial options for our situation and sometimes, making certain changes in our portfolio or insurance can make a big difference in $$$.”
7171 Rue Jean-Talon E Bureau 300, Montreal, Quebec H1M 3N2
Featured

Sans planification financière, il est beaucoup plus difficile de prendre action. Dans la région du grand Montréal, de la Rive-Nord et de la Rive-Suid, auprès de particuliers et des entrepreneurs, notre vaste expérience dans le domaine financier vous permettrons d’atteindre vos objectifs plus facilement et plus rapidement. Et ce, de façon claire, proactive et transparente.

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Richter

Richter

(3)
“Reception 11th, deliveries 12th.”
Family Business
1981 McGill College Ave, Montreal, Quebec H3A 0G6
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Vsf Services

Vsf Services

(6)
“Vahan's advising style focused on explaining and educating, which is super helpful for us as new immigrants to figure out the system and make better decisions.”
3420 Av. Wilson #100, Montreal, Quebec H4A 2T5
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Les Services Financiers Acco

Les Services Financiers Acco

(16)
  • Business
  • Tax
  • Professional
“Gontt promised something, he is always a man of his word, this was very nice to see comparing with other companies that any the most vulnerable for you moment can set you up or deny information they provided.”
In Business Since 2010
6600 Bd Décarie #110, Montréal, QC H3X 2K4
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Sherbrooke Street Capital

Sherbrooke Street Capital

(1)
Institutional Services, Capital Markets, Personal Wealth Management
“Ken and his team are fantastic.”
In Business Since 2004
4749 Rue Notre Dame O, Montréal, QC H4C 1S9
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LS Financial

LS Financial

(1)
“Professional, trustworthy and loyal.”
Family Business
3070 Jean Girard St, Montreal, Quebec H3Y 3L2
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RSW Accounting + Consulting

RSW Accounting + Consulting

(1)
Taxation, Property Management, IT System Consulting
“Kinda sussy”
300 Rue Léo Pariseau #1900, Montreal, Quebec H2X 4B5
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ASD Group

ASD Group

(4)
“Response to our request with speed and precision.”
In Business Since 2004
1455 Rue Drummond Bureau 2B, Montréal, QC H3G 1W3
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Groupe PAF

Groupe PAF

Conseils en Finances Personnelles, Budget, Impôts Personnels
“Que vous soyez en phase de démarrage, en pleine croissance, en période de maturité ou que vous connaissiez des difficultés financières, nous avons l'expertise qui vous est nécessaire afin de garantir la santé financière de votre entreprise. Nos compé...”
In Business Since 2003
6833 Av. de l'Épée Suite 200, Montreal, Quebec H3N 2C7
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Patrick Joseph Services Financiers

Patrick Joseph Services Financiers

(4)
“So recommended :)”
In Business Since 2021
Place Ville Marie, 3, bureau 400, Montreal, Quebec H3B
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Heward Investment Management

Heward Investment Management

(2)
“Top notch financial management and professional staff.”
In Business Since 1998
2115 Rue de la Montagne, Montréal, QC H3G 1Z8
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Groupe Financier Trihey

Groupe Financier Trihey

(1)
“Best advice experience I ever had”
In Business Since 1999
1010 Sherbrooke St W #1615, Montreal, Quebec H3A 2R7
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Blaise Laplante

Blaise Laplante

(1)
“Service A1”
9120 Rue D'Iberville #2, Montréal, QC H1Z 2P9
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Retirement Planning and Investment Management Services in Montreal, QC Cost Estimates

Minimum cost
$1250
Maximum cost
$10621
National Average
$3749
Avg Per Hour Rates
$375
$2499
$6873
Typical price range is based on 394 cost profiles
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Average Cost $3749
Minimum cost $1250
Maximum cost $10621
Avg Per Hour Rates $375

Typical range $2499 to $6873 is based on 394 cost profiles.

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Wealth Management Advisors near Montreal

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