Outremont, QC

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Outremont, QC
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Best Financial Advisors near Outremont, QC

3 of these firms are based in Outremont; the others serve Outremont from towns including Montreal (4 km), Laval (13 km) and Saint-Hubert (18 km).

4 open weekends · 23 rated 4.5+

Data verified October 19, 2026

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Équipe Major Gestion Privée | Assante

Équipe Major Gestion Privée | Assante

(16)
  • Service
  • Monetary Investment
“All of the services offered, including financial management, retirement planning, wealth management, insurance coverage recommendations, processing of tax returns, review of wills and incapacity mandates ensure that all these elements are taken into ...”
In Business Since 2009
1225 Bernard Ave, Outremont, Quebec H2V 1V7
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John Michalopoulos - BMO Financial Planner

John Michalopoulos - BMO Financial Planner

1554 Ave Van Horne, Outremont, Quebec H2V 1L5
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Stuart Investment

Stuart Investment

In Business Since 2007
1035 Av. Laurier O, Outremont, QC H2V 2L1
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(50)
  • Service
  • Honest
  • Insurance
“I was advised by Olivier and the least I can say is that he listens to your needs and he looks at all the most advantageous options for your situation and he takes the time to check carefully.”
In Business Since 2018
Laval, QC · 13 km from Outremont
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(50)
  • Trust
  • Meeting
  • Proactive
“He was able to adapt the strategies proposed according to the evolution of our needs and the explanations of the different options are clear, which allows us to make informed choices.”
In Business Since 2011
Saint-Bruno-de-Montarville, QC · 21 km from Outremont
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(45)
  • Market
  • Registered Retirement Savings Plan
  • Questions
“I've got a privilege to meet Mr Andre Tcholakian, 3 years ago and I'm proud of his amazing work and dedication as my financial advisor and for my family as well, very professional and competent a great human being.”
In Business Since 2020
Laval, QC · 13 km from Outremont
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The 24 firms listed for Outremont, 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: Outremont, QC

23 of the 24 firms on this page have a rating, from 4.6 to 5.0 across 1,565 reviews; 12 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (97%), responsiveness (52%) and quality (48%). The topics that come up most in reviews of the firms on this page are "trust", "knowledge" and "patient". 4 are open on Saturdays and 3 on Sundays. 7 have ten or more years of experience, the longest 19 years. 1 offers a free initial consultation. We have a website on file for 23 of the firms on this page; 16 publish a contact page; 18 list a public email and 9 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.

Why are financial advisers outside Outremont listed here?

3 of the 24 firms are in Outremont itself. The rest come from other towns within 30 km. Registration category and provincial coverage matter more than proximity. Distances are straight-line.

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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(48)
  • Financial
  • Professionalism
  • Explanation
“He is a responsible and professional agent who was able to, in a few words, give me the information relevant to my achievements, but also provide me with answers to questions and an understanding of the financial uncertainty that we are currently exp...”
Montreal, QC · 4 km from Outremont
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Everest Financial Services

Everest Financial Services

(48)
  • Goals
  • Confident
  • Expertise
“Steven had encouraged us to purchase critical illness insurance (which in all honesty I did begrudgingly) and it turned out to be best decision we ever made.”
In Business Since 2020
Pointe-Claire, QC · 17 km from Outremont
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Business
  • Google Account
  • Telephone
“Mylène was very informative and helpful as she took the time to explain each investment in my portfolio and the best strategies that I can benefit from.”
Transparent Fees & Pricing
Westmount, QC · 4 km from Outremont
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Pauls & Associates

Pauls & Associates

(44)
  • Communication
  • Future
  • Family
“I appreciate how simple the process has been from A to Z as well as the recommendation he made for me to get a bigger return (even if in my case, I chose not to proceed with).”
In Business Since 2012
Montreal, QC · 4 km from Outremont
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Annie Pelletier | Assurances et Investissements

Annie Pelletier | Assurances et Investissements

(50)
  • Stars
  • Concept
  • Myriad
“Being a fervent fan of beer and seeing that the majority of my budget was spent on it, Annie simply advised me to stick to Coors Light for a while since it is cheaper”
In Business Since 2017
Blainville, QC · 27 km from Outremont
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Groupe Natale

Groupe Natale

(27)
  • Team
  • Investment
  • Business
“They have provided exceptional service in making the implementation of our group insurance plan as effortless as possible.”
In Business Since 2018
Free Initial Consultation
Laval, QC · 13 km from Outremont
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Services Financiers Ton Courtier

Services Financiers Ton Courtier

(45)
  • Prices
  • Information
  • Understanding
“I found really hard to find a valuable support when you are searching for a life insurance, buy lucky me, Augusto Pascuas was very understanding during the whole process, questions were answered, and the most important, he worked at our own rhythm.”
In Business Since 2013
Dollard-des-Ormeaux, QC · 16 km from Outremont
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
  • Service
  • Trust
  • Strategy
“Professional, available and excellent knowledge of different financial planning strategies, he listens to our needs and always finds what will optimize our financial situation.”
In Business Since 2019
Saint-Bruno-de-Montarville, QC · 21 km from Outremont
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(44)
  • Heart
  • Mortgage
  • Questions
“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.”
Saint-Lambert, QC · 8 km from Outremont
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Lacasse Financial Services

Lacasse Financial Services

(34)
  • Questions
  • Trust
  • Monetary Investment
“I am quite familiar with how the TFSA works but I liked the fact that it can be transferred to the surviving spouse without affecting their maximum allowed and still with tax-free returns.”
In Business Since 2014
Saint-hubert, QC · 18 km from Outremont
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(33)
  • Future
  • Adaptive Expertise
  • Wallet
“If you are looking for an advisor who listens, who is professional and who really cares about your development, look no further, Enrique is the advisor you need!”
In Business Since 2021
Saint-leonard, QC · 9 km from Outremont
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Reei.ca

Reei.ca

(32)
  • Children
  • Disabled
  • Trust
“Philippe olivier was very clear and supported us throughout the process”
In Business Since 2008
Montreal, QC · 4 km from Outremont
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Planificateur Financier Indépendant | Marc-Olivier Desmarais

Planificateur Financier Indépendant | Marc-Olivier Desmarais

(24)
  • Trust
  • Service
“I am more than satisfied with the results, he supported me in developing a solid plan to achieve financial independence much sooner than I would have thought possible.”
Laval, QC · 13 km from Outremont
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Rivard

Rivard

(37)
  • Service
  • Monetary Investment
  • Strategy
“Thank you to the Rivard & Chagnon Group for their service and the beautiful transition of my investments, everything was done with ease and professionalism.”
In Business Since 2020
Terrebonne, QC · 20 km from Outremont
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Mylène Lapointe - Planificateur Financier Indépendant

Mylène Lapointe - Planificateur Financier Indépendant

(22)
  • Service
  • Elle
  • Trust
“We transferred all our funds from two other broker services, not only thanks to better returns, but thanks to exceptional service, truly personalized advice, as well as an annual review and a retirement plan that fits our reality.”
In Business Since 2019
Saint-hubert, QC · 18 km from Outremont
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Gestion de Patrimoine Villeneuve

Gestion de Patrimoine Villeneuve

(18)
  • Service
  • Wallet
  • Human
“Although this was only the free preliminary meeting, he took the time to answer all my questions, in clear and simple language and even showed me tools that I did not know (for taxes and for make a personal budget).”
In Business Since 2021
Saint-hubert, QC · 18 km from Outremont
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AEC Financial Group - National Bank Financial

AEC Financial Group - National Bank Financial

(21)
  • Team
  • Professional
  • Finances
“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!”
Montreal, QC · 4 km from Outremont
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Lumos Services Financiers

Lumos Services Financiers

(19)
  • Insurance
  • Monetary Investment
“I purchased my life insurance policy with Lumos in addition to letting them manage my personal investments and I am very satisfied with the results and the service provided, a modern and professional team.”
In Business Since 2019
Saint-leonard, QC · 9 km from Outremont
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HomeWealth Management AdvisorsQuebecOutremont, QC

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

Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on 296 cost profiles
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Average Cost $3000
Minimum cost $1000
Maximum cost $8500
Avg Per Hour Rates $300

Fair range $2000 to $5500 is based on 296 cost profiles.

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