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Émergence Cabinet de Services Financiers Inc.

(48)

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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Pauls & Associates

(44)

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

(44)

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

(32)

Empathy
Disabled
Children

“Benjamin took the time to explain everything to me”

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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!”

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Magnolia Gestion - Groupe Financier

(14)

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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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 3.7 to 5.0 across 892 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 (52%) and quality (24%). 3 are open on Saturdays and 2 on Sundays. 11 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.

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Planico

(8)

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

(8)

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

(4)

“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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LS Financial

(1)

“Professional, trustworthy and loyal.”

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Patrick Joseph Services Financiers

(4)

“So recommended :)”

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Heward Investment Management

(2)

“Top notch financial management and professional staff.”

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Blaise Laplante

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Groupe Financier Trihey

(1)

“Best advice experience I ever had”

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Clinique FinanciÈre

(1)

“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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Lorne Steinberg Wealth Management

(1)

“Great recommendation on bnn!”

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Giverny Capital

(1)

“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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IOU Financial

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Standard Life Investments

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Accuracy

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Efront Financial Solutions

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Claret Asset Management Corporation

FAQs

Is my investment portfolio identical to every other client portfolio managed by Claret?

Not necessarily. If we previously bought a stock for an existing client, we would not necessarily buy it today for a new client, unless it is still trading at a significantly discounted value.

If I decide to transfer my existing investment accounts to Claret, what happens?

When we transfer an account from another firm, we have the option to transfer everything as is or in cash. As each situation is unique, a strategy is determined between the Portfolio Manager and his client in order to decide what is the most beneficial manner to proceed.

If I need cash transferred from my investment account to my bank account, how long will it take?

If the cash is available in the investment account, the funds can generally be transferred within one business day. However, if we need to sell certain investments to generate the necessary cash, the transfer will take at least 3 business days.

Once I have deposited cash in my investment account, does Claret immediately invest all available funds or do you keep a certain portion of cash at all times?

For every new client, we will take the time necessary to invest or rebalance the portfolio. We do not create opportunities, we only attempt to identify them.

What do you mean by that comment?

Claret does not earn fees from trading (commissions), instead, we charge a fixed management fee which represents a percentage of the value of each account. This way, there is no possible confusion as to how much you pay and we earn. As a client, you are generally looking for your portfolio to grow in value. As your portfolio increases in size, our remuneration increases accordingly. Therefore, our interests are aligned.

You'll find more information on the FAQ page of our website.

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Lafond & Assoc

(6)

Service

“They took the time to meet with all of our employees to ensure that everyone understood their involvement and all the benefits that the insurance program will provide them.”

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Dorchester Wealth Management

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Average Cost	$3749
Minimum cost	$1250
Maximum cost	$10621
Avg Per Hour Rates	$375

Best Financial Advisors in Montreal, QC

Émergence Cabinet de Services Financiers Inc.

Pauls & Associates

Services Financiers Avie Financial Services

Reei.ca

AEC Financial Group - National Bank Financial

Magnolia Gestion - Groupe Financier

Area overview: Montreal, QC

Planico

Vsf Services

Joorney Business Plans Canada

LS Financial

Patrick Joseph Services Financiers

Heward Investment Management

Blaise Laplante

Groupe Financier Trihey

Clinique FinanciÈre

Lorne Steinberg Wealth Management

Giverny Capital

IOU Financial

Standard Life Investments

Accuracy

Efront Financial Solutions

Claret Asset Management Corporation

Lafond & Assoc

Dorchester Wealth Management

Retirement Planning and Investment Management Services in Montreal, QC Cost Estimates

Why these companies made our list

Financial Advisors near Montreal

Popular in Montreal

Tools: Financial Advisors