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.

Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(6)
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
i
Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Retirement Planning, Tax 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
i
Elan Accounting Services

Elan Accounting Services

(29)
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
In Business Since 2019
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
i
Sekure Payment Experts

Sekure Payment Experts

(27)
  • Processor
  • Merchant Services
  • Account
“I contacted her several times today and she very patiently answered my questions and made sure I understood how to navigate several screens within the sekure merchant payments hub / website.”
Remote Consultations Available
Transparent Fees & Pricing
In Business Since 2012
3 Place Ville Marie #200, Montréal, QC H3B 2E3
i
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!”
Transparent Fees & Pricing
In Business Since 2012
Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1
i
Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
99.6 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
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
i
Services Financiers Avie

Services Financiers Avie

(14)
  • Professionalism
  • House
  • 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
i
Richter

Richter

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

LCA CPA

(1)
Support For Other CPA Practices, Corporate Financing, Consulting
“Excellent accounting practice for both personal and corporate matters.”
Offers Financing Options
In Business Since 2015
5000 Rue Jean-Talon O #240, Montréal, QC H4P 1W9
i
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
i
RSW Accounting + Consulting

RSW Accounting + Consulting

(1)
Taxation, Property Management, IT System Consulting
“Kinda sussy”
In Business Since 2001
300 Rue Léo Pariseau #1900, Montreal, Quebec H2X 4B5
i
LS Financial

LS Financial

(1)
“Professional, trustworthy and loyal.”
Family Business
In Business Since 2004
3070 Jean Girard St, Montreal, Quebec H3H 1Y2
i
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
i
ASD Group

ASD Group

(2)
“Professional firm, fast and knowledgeable experts, highly recommended!!”
In Business Since 2004
1455 Rue Drummond Bureau 2B, Montréal, QC H3G 1W3
i
Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(1)
  • Cover
  • Professionalism
“Brunelle is very professional and helped us organize our finances to build a plan for our future.”
In Business Since 2022
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
i
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
i
Les Services Financiers Acco

Les Services Financiers Acco

(11)
  • Business
  • Tax
  • Professional
“Good company, Recommend!!!”
In Business Since 2010
6600 Decarie Blvd #110, Montreal, Quebec H3X 2K4
i
Blaise Laplante

Blaise Laplante

(1)
“Service A1”
In Business Since 2015
9120 Rue d'Iberville #2, Montréal, QC H1Z 2P9
i
Groupe d'Analyse

Groupe d'Analyse

(1)
“Great firm”
In Business Since 2009
Deloitte Tower, 1190 Av. des Canadiens-de-Montréal Suite 1500, Montreal, Quebec H3B 0G7
i
Guillaume Aussant, Conseiller en Sécurité Financière

Guillaume Aussant, Conseiller en Sécurité Financière

“Guillaume et Dominique ont en plus de leur professionnalisme, de leur pédagogie, une grande écoute ainsi qu'une grande patience, ce qui est particulièrement apprécié surtout quand on est novice dans le domaine de la finance. Rajoutez y de l'humour et...”
In Business Since 2018
1084 Rue de l'Église, Montréal, QC H2J 1G2
i
BHM Financial Group

BHM Financial Group

“BHM offers flexible repayment plans because our goal is to help you make your payments on time. Paying your monthly statement on time will help improve your credit rating, which you'll need for other things like rental applications and even job appli...”
In Business Since 2006
5655 Du Parc Ave, Montréal, QC H2V 4H2
i
Lafond - Cabinet de Services Financiers

Lafond - Cabinet de Services Financiers

In Business Since 2000
740 Rue Saint-Maurice Bureau 600, Montréal, QC H3C 1L5
i
Audris Poulin-Leduc

Audris Poulin-Leduc

“Nous prônons des relations avec des clients qui misent sur des services se basant sur la dubabilité, l'honnêteté et la qualité afin d'améliorer leurs finances et d'atteindre leurs objectifs et ambitions personnelles. Que l'objectif soit simplement la...”
In Business Since 2021
5620 Rue de la Roche, Montréal, QC H2S 2C6
i
Lorne Steinberg Wealth Management

Lorne Steinberg Wealth Management

“Our approach to investing is securely founded on a value-based philosophy – we are stubbornly focused on only buying quality businesses that meet our strict financial criteria, and whose prices are trading for less than we believe them to be worth.”
In Business Since 2009
1000 Rue De La Gauchetière O, Montréal, QC H3B 4W5
i

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
Click to copy
Successfully copied!
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.

Why these companies made our list

Is this page useful? Yes
No
Is there anything wrong with this page?
Back To Top