Émergence Cabinet de Services Financiers Inc.
“No matter how much you want to invest, it's there for you.”
Best Financial Advisors in Montreal, QC
24 firms listed · 23 in Montreal · 2 open weekends · 19 rated 4.5+
Data verified October 23, 2026
Pauls & Associates
“Seven years ago I asked them to fill my taxes for the first time, was astonished with their level of expertise and since then never met better accountants and advisors.”
Services Financiers Avie Financial Services
“With Aliona, we are with a person whose work is of unparalleled quality, professional, we feel confident and in good hands.”
Reei.ca
“I really liked the approach and the explanations I received from Mr.”
AEC Financial Group - National Bank Financial
“AEC Financial group is knowledgeable, dedicated and sincerely interested in achieving the best performance for their clients.”
Magnolia Gestion - Groupe Financier
“I saved a lot thanks to him, but above all, I now feel secure and I feel that I am putting the money in the right place.”
The 24 firms listed for Montreal, 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: Montreal, QC
23 of the 24 firms we list are based in Montreal; the other one serves Montreal from Saint-Lambert (4 km). 23 of the firms on this page have a rating, from 3.9 to 5.0 across 893 reviews; 4 have 50 or more reviews and 19 are rated 4.5 or higher. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (53%) and quality (27%). 2 are open on weekends. 12 have ten or more years of experience, the longest 30 years. 2 offer payment plans; 1 is family- or locally-owned and 1 lists coupons or special offers. We have a website on file for all 24 of the firms on this page; 19 publish a contact page; 19 list a public email and 3 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 Montreal take financial planning bookings online?
3 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.
Vsf Services
“Vahan is great at explaining his approach and takes the time to help you understand the various financial best practice.”
Planico
“I recommend for anyone who wants a future with good financial health.”
LS Financial
Patrick Joseph Services Financiers
“Professional to the core, he was able to answer my questions quickly so he knows his stuff.”
Heward Investment Management
“Top notch financial management and professional staff.”
Groupe Financier Trihey
“Best advice experience I ever had”
Giverny Capital
“Nicolas and François are experts who not only knew how to make good moves but also learned from their bad moves!”
Lorne Steinberg Wealth Management
Clinique FinanciÈre
“Lawrence is my financial advisor to prepare for my retirement and he gave me very good advice for investing, tools that I don't know that will help me have an easier retirement.”
Accuracy
IOU Financial
Efront Financial Solutions
Standard Life Investments
Claret Asset Management Corporation
Lafond & Assoc
“Very attentive and always available, really takes the time to make a complete report on your financial state and your needs.”
Dorchester Wealth Management
LCA CPA
“Excellent accounting practice for both personal and corporate matters.”
Finances Au Feminin
Why these companies made our list
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