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Financial Advisors & Planning Services in Montreal

Montreal's diverse economy—from biotech and aerospace to finance and real estate—creates distinct financial planning needs for individuals and business owners across the city. Whether you're managing wealth accumulated in the professional sector, planning for retirement in Quebec's tax environment, or seeking guidance on investment strategy, a qualified financial advisor can help you navigate provincial regulations, federal tax considerations, and your personal goals. This directory lists 109 verified financial advisors and planning professionals serving the Montreal area. Use it to compare qualifications, services, and local expertise.

Based on 9 financial advisors in Montreal

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9 businesses
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9 Financial Advisors in Montreal

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Our experts can help you find the perfect financial advisors professional in Montreal based on your specific needs.

Best Financial Advisors Serving Montreal

6683 Rue Jean-Talon E #221, Montreal, QC, H1S 0A5

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Google4.9(353)

Why choose this provider

Financière Victoria operates as a private mortgage lender serving the Montreal area. Its substantial review base and consistently high ratings reflect steady customer confidence in its mortgage services. This well-established provider appeals to borrowers seeking an alternative to traditional bank lending, particularly those with non-standard financing needs or timelines.

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Financial Advisors

Best Financial Advisors Serving Montreal

1155 Boul. René-Lévesque O Suite 2500, Montreal, QC, H3B 2K4

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Google5.0(272)
Financial Advisors

Frequently asked questions

How do I choose a financial advisor in Montreal?
Compare verified financial advisors on Experts.ca by reading customer reviews, checking response times, and confirming licensing where applicable. Look for transparent pricing, clear communication, and providers experienced with the kind of work you need done.
Are the financial advisors listed on Experts.ca verified?
Yes. Every business in our Montreal directory passes a basic verification check covering business registration, contactability, and active status. See our review process for the full vetting workflow.
How much does it cost to hire a financial advisor in Montreal?
Pricing varies by job complexity, materials, and provider. Most listings offer free quotes — request two or three to compare. Experts.ca does not set prices and is not a party to any work agreements between you and a listed business.

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