Find the 11 Best Financial Advisors in Montreal, QC

Kerr Financial is a Canadian fee-only wealth management firm specializing in integrated financial planning and investment advisory services. Established in 1979, we provide personalized solutions for tax planning, estate settlement, and portfolio management through offices in Montreal and Toronto. Our multi-manager approach combines strategic planning with institutional-grade investment management for individuals and families.

Lester Asset Management offers responsible portfolio management services specializing in equities, fixed income, and ESG-focused global investments. Founded in 1987, we serve private and institutional clients through tailored strategies that integrate biodiversity considerations and sustainable growth principles. Our proven investment approach combines over 50 years of collective experience with a commitment to preserving client wealth through market cycles.

Pension Planning Centre is a financial services firm specializing in strategic wealth management for individuals and businesses. We offer tailored solutions including retirement planning, insurance strategies, investment management, and business succession planning. With over 30 years of experience, we combine personalized guidance with tax-efficient strategies to help clients build and protect wealth.

Rothenberg & Rothenberg provides independent investment solutions and wealth planning services to Canadian clients. With over 37 years of experience, we offer customized financial strategies through retirement planning, tax optimization, and portfolio management. Our client-centric approach combines personalized service with national expertise to help individuals and families achieve long-term financial goals.

Letko Brosseau & Associates is an independent investment management firm founded in 1987, specializing in global and Canadian equity strategies, fixed income, and balanced portfolios. We safeguard and grow client assets through fundamental analysis, price discipline, and ESG integration. Our exclusive focus on investment management ensures transparent, client-centric solutions tailored to institutional and private client needs.

Alpine Macro provides independent global investment research focused on macroeconomic trends and financial market strategies. The firm analyzes cyclical and secular shifts in economies worldwide, delivering actionable insights for asset allocation and investment decisions. With expertise spanning equities, bonds, currencies, and geopolitical risks, Alpine Macro serves qualified professionals through data-driven research and historical market analysis.

Galliant Advisors LP is a Montreal-based investment management firm specializing in tailored solutions for high-net-worth individuals and institutions. We employ a proprietary event-driven and fundamental investment approach to uncover undervalued North American securities. Our strategies focus on generating superior returns while preserving capital through disciplined risk management.

Heward Investment Management provides discretionary portfolio management services focused on sustainable capital growth and risk mitigation. Since 1981, we've delivered personalized investment solutions through custom portfolios and pooled funds. Our disciplined approach combines global research with tailored strategies to meet individual client objectives.

Plan A Capital is a specialized financial advisory firm serving power and infrastructure sectors. We provide project financing solutions, financial modeling expertise, and transaction advisory services for complex infrastructure and energy projects. Our team combines decades of experience in project development, deal structuring, and capital raising to deliver value-added solutions.

Oberoi Financial Group provides personalized financial planning, investment strategies, and insurance solutions tailored to professionals and businesses. With decades of experience, we specialize in tax-efficient wealth management for healthcare providers, entrepreneurs, and high-net-worth individuals. Our independent boutique model ensures objective advice aligned with client priorities.

Royal Wealth Management provides personalized financial planning and investment advisory services, helping clients achieve financial freedom through customized strategies. Our team of experts offers unbiased guidance in areas such as tax planning, insurance, retirement, and estate management. By focusing on individual goals and leveraging a collaborative approach, we empower clients to make informed decisions for long-term wealth preservation.