Akiwa Karniol
“Even though he didn't have a better option for me at the moment, he still provided valuable insights and made it clear that if I ever wanted to explore other options in the future, he'd be happy to help”
Best Financial Advisors near Outremont, QC
1 of these firms is based in Outremont; the others serve Outremont from towns including Montreal (4 km), Laval (13 km) and Westmount (4 km).
3 open weekends · 14 rated 4.5+
Data verified October 19, 2026
Stuart Investment
Gennaro Natale - Groupe Natale
“He's a true master of his art who wants only to help and serve his clients.”
Financière AT - Gestion de Patrimoine
“I recommend Financiere AT to anyone seeking financial advice related to their investments and financial peace of mind.”
Olivier Truchon Conseiller en Sécurité Financière
“Super friendly and generous with his time, Olivier was able to guide me towards the right life insurance at a very advantageous price.”
Espace Finance, Cabinet de Services Financiers
“He takes the time and very clearly explains the options to help you depending on your situation.”
The 15 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
14 of the 15 firms on this page have a rating, from 4.6 to 5.0 across 2,623 reviews; 11 have 50 or more reviews. When clients rate these firms on specific qualities, they most often praise professionalism (100%), quality (57%) and responsiveness (57%). The topics that come up most in reviews of the firms on this page are "trust", "patient" and "understanding". 2 are open on Saturdays and 2 on Sundays. 5 have ten or more years of experience, the longest 19 years. 1 offers a free initial consultation. We have a website on file for 14 of the firms on this page; 11 publish a contact page; 12 list a public email and 4 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 Outremont take financial planning bookings online?
4 of the 15 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.
Émergence Cabinet de Services Financiers Inc.
“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.”
TÙS Gestion de Patrimoine
“Quality service and incredible attention to our needs.”
Reei.ca
“I really liked the approach and the explanations I received from Mr.”
Planico
“It is essential for me to have an effective communication channel and this is the case with Denis and Catherine.”
Rothenberg Wealth Management
“He was incredibly transparent and really took the time to explain the different strategies, avenues, and most importantly the risks associated with each avenue we could take for my portfolio & retirement.”
Pauls & Associates
“Filed 4 years of income tax at once with my spouse and they managed to get everything done and shipped in less than 24h!”
Book onlineBook
Planificateur Financier Indépendant | Marc-Olivier Desmarais
“Marc-Olivier is very friendly, competent, generous with his time, and he will put you at ease, all without judgment.”
Banville Gestion de Patrimoine
“Very good consulting services firm with all the choices of investment products available.”
Services Financiers Ton Courtier
“Thank you Tatiana M for your excellent service, kindness and response time.”
Why these companies made our list
Is this page useful? Yes
No
Is there anything wrong with this page?
