Best Financial Advisors in Outremont, QC

The highest-rated Financial Planning & Wealth Management companies out of 57 vetted & reviewed in the Outremont area.

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 a...”
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

“Stuart est un courtier en valeurs mobilières canadien indépendant, autorisé à agir en tant qu' intermédiaire financier dans le cadre du Programme Immigrant Investisseur du Québec (PIIQ), Stuart est membre de l'Organisme Canadien de Réglementation du ...”
In Business Since 2007
1035 Av. Laurier O, Outremont, QC H2V 2L1
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Conseil Kad-Kad Consultancy

Conseil Kad-Kad Consultancy

(9)
Financial Accounting and Management, Payroll Management Services, Business Management Tools
“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.”
In Business Since 2017
Transparent Fees & Pricing
Remote Consultations Available
555 Rue Chabanel O #1527, Montreal, Quebec H2N 2J2
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Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

Myriad Private Wealth With Ia Private Wealth - Joseph Alfie

(3)
Investment Planning, Corporate Planning, Tax 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
3773 Boulevard Cote Vertu Ouest #350b, Saint-Laurent, Quebec H4R 2M3
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Elan Accounting Services

Elan Accounting Services

(49)
Income Tax Return, Uber & Taxi Driver Income Tax Return, Non-Residence Filing
“Working with Elan Accounting Services Inc was not only hassle-free, but it also provided me with peace of mind knowing that my financial matters were being handled by true professionals.”
Transparent Fees & Pricing
3285 Boul Cavendish Suit 360, Montréal, QC H4B 2L9
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Sekure Payment Experts

Sekure Payment Experts

(46)
“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.”
In Business Since 2012
Transparent Fees & Pricing
Remote Consultations Available
3 Place Ville Marie #200, Montréal, QC H3B
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Dettes.ca

Dettes.ca

(50)
  • Sleep
  • Human
  • Judgement
“I am completely satisfied with the service offered but I am still in the process so I am waiting to see the final result but so far I have nothing to say except that they took the time to listen to my situation and my needs we work together to move t...”
3325 Bd de la Pinière, Terrebonne, QC J6X 4P7
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Olivier Truchon Conseiller en Sécurité Financière

Olivier Truchon Conseiller en Sécurité Financière

(48)
  • Service
  • Insurance
  • Patient
“Being rather new to insurance and investments, I had the pleasure of being advised on services adapted to my situation.”
In Business Since 2018
2400 Rue Michelin bureau #500, Laval, Quebec H7L 5C3
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Émergence Cabinet de Services Financiers Inc.

Émergence Cabinet de Services Financiers Inc.

(46)
  • Professionalism
  • Cover
“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...”
3444 Pl. Joseph-N. Drapeau A2, Montréal, QC H1X 3J1
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Rothenberg Wealth Management

Rothenberg Wealth Management

(47)
  • Needs
  • Questions
  • Knowledge
“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
Serving Outremont Area
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Pauls & Associates

Pauls & Associates

(44)
  • Review
  • Questions
  • Team
“From personal taxes, to tax strategy, for our family and our business, they have always ensured that we are aware of the best solution to maximize our return and plan long term.”
In Business Since 2012
5465 Chem. Queen Mary #485, Montréal, QC H3X 1V5
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Financière AT - Gestion de Patrimoine

Financière AT - Gestion de Patrimoine

(39)
Planification Fiscale, Gestion de Patrimoine, Planification Successorale
“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.”
1555 Bd de l'Avenir bureau 211, Laval, Quebec H7S 2N5
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Everest Financial Services

Everest Financial Services

(42)
  • Insurance
  • Family
  • Goals
“I highly recommend Steven and Everest Financial Services to anyone looking for a trusted financial advisor who genuinely cares about their clients' success.”
Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3
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Moon Tax Services

Moon Tax Services

(50)
  • Knowledge
  • The Moon
  • Communication
“One of the best experience I had with an accoutant in a very long time, has excellent knowledge of not only taxes filed withen Canada but overseas as well.”
In Business Since 1997
740 Mnt Montrougeau, Laval, QC H7P 5K4
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Annie Pelletier | Assurances et Investissements

Annie Pelletier | Assurances et Investissements

(50)
  • Service
  • Finance
  • Facebook
“Annie is a human, warm, available and competent advisor who was able to inform me and advise me about different products, as well as through the realization of my projects.”
In Business Since 2017
30 Rue Émilien Marcoux Suite 200, Blainville, QC J7C 0B5
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Services Financiers Avie Financial Services

Services Financiers Avie Financial Services

(40)
  • Mortgage
  • House
  • 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.”
1080 Beaver Hall Hl #002, Montreal, Quebec H2Z 1S8
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Reei.ca

Reei.ca

(39)
  • Trust
  • Sympathetic
  • Disabled
“They explained it to me well and took the time to answer me, which for me is complicated but confirmed to me that there will be people for each step to help you and in addition for a program that I don't know.”
4 Pl. Ville-Marie #300, Montréal, QC H3B
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Stratéginc Groupe Financier

Stratéginc Groupe Financier

(38)
  • Service
  • Popular Science
  • Monetary Investment
“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
630 Bd Clairevue O bureau 103, Saint-Bruno-de-Montarville, QC J3V 6B4
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SV Taxes and Accounting

SV Taxes and Accounting

(37)
  • Advice
  • Questions
  • Government
“In addition, the owner of SV Taxes and Accounting provides updates to the clients throughout the year on all latest development in tax and other laws, allowing to take advantage of any new benefits offered by the federal and provincial governments.”
In Business Since 2017
125 Boulevard des Laurentides, Laval, Quebec H7G 2T4
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TÙS Gestion de Patrimoine

TÙS Gestion de Patrimoine

(32)
Solutions Financières, Solutions D'assurances
“His knowledge and curiosity are unrivaled in his field and he managed to communicate to me in every detail my investment options for a healthy financial future.”
In Business Since 2021
Serving Outremont Area
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Groupe Natale

Groupe Natale

(27)
Tax, Financial, Retirement & Estate Planning Services For Corporations, Business Owners, and Affluent Clients, Tax, Retirement & Estate Planning Services For Individuals & Families
“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
3055 Blvd. Saint-Martin O Bureau 620, Laval, QC H7T 0J3
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Mathieu Marcil, Pl.fin.

Mathieu Marcil, Pl.fin.

(30)
Tarification, Planification Financière, Planification Pour Entreprises
“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
100 Lansdowne, suite 207, Saint-Bruno-de-Montarville, QC J3V 0B3
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Assuruni

Assuruni

(29)
  • Car
  • Price
  • Home Insurance
“What an amazing service by my broker Aiman Allameddine, after having a water damage at my house last Friday due to the severe weather and after the insurance sent the crew to take care of the problem which never happened, Saturday after noon the wate...”
In Business Since 2016
1955 De la Côte-de-Liesse Rd, Saint-Laurent, Quebec H4N 3A8
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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.

Why these companies made our list

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