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Sekure Payment Experts
“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.”
Best Financial Advisors in Montreal, QC
The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Montreal area.
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Émergence Cabinet de Services Financiers Inc.
- Financial
- Sympathetic
- Cover
“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.”
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Elan Accounting Services
Accounting and Bookkeeping, Uber & Taxi Driver Income Tax Return, Income Tax Return
“A very organized, detailed and responsive collection, I am happy to meet you and for three years I have been introducing and recommending you to everyone with ease and pride.”
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Pauls & Associates
- Future
- Communication
- Family
“Paul is a very courteous and professional CPA, he takes the time to understand the needs of the client and provides efficient and professional quality service.”
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Services Financiers Avie Financial Services
- Heart
- Professionalism
- House
“She helped me throughout the whole mortgage application process, she always works in her customer's interest to find the best deal on the market, it is really a pleasure to work with Aliona.”
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Reei.ca
- Empathy
- Disabled
- Children
“Benjamin took the time to explain everything to me”
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Montreal Financial
- Information
- Personal Tax
- Finances
“Ronika was pleasant and effective - she was able to immediately address some bookkeeping questions I had, and provided sound advice + links to more resources.”
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AEC Financial Group - National Bank Financial
- 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!”
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Magnolia Gestion - Groupe Financier
- Jargon
- Popular Science
- 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!”
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Planico
- Insurance
- Thoughtful
“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 $$$.”
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Vsf Services
- Patient
- Savings
- Team
“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.”
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Joorney Business Plans Canada
Saskatchewan Immigrant Sinp, Northwest Territories Ntnp, Nova Scotia Nsnp
“Their professionalism, attention to detail, and thorough understanding of the requirements ensure that our clients' business plans are always top-notch.”
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Les Services Financiers Acco
- Financial Services
- Business
- Tax
“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.”
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LS Financial
“Professional, trustworthy and loyal.”
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Patrick Joseph Services Financiers
“So recommended :)”
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ASD Group
“Response to our request with speed and precision.”
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Heward Investment Management
“Top notch financial management and professional staff.”
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Groupe Financier Trihey
“Best advice experience I ever had”
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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.”
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Giverny Capital
“Nicolas and François are experts who not only knew how to make good moves but also learned from their bad moves!”
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Lorne Steinberg Wealth Management
“Great recommendation on bnn!”
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Blaise Laplante
“Service A1”
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Groupe d'Analyse
“Great firm”
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Standard Life Investments
Keep Your Member Health Plan Sustainable, Digital Claims Experience For Plan Members, Support Services
“Check out these stories for current news and updates about insurance, group benefits, and more.”
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
Why these companies made our list
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