10 Best Wealth Management Companies in Montreal

Ralph Zeidan is positioned in the top ten list due to his exceptional personalized service, professionalism, and commitment to client education and satisfaction. He consistently goes the extra mile to ensure that clients fully understand the financial services and products they're getting. Ralph is also reputed for his responsiveness, engaging approach, and competence in complex more...

Ralph Zeidan is positioned in the top ten list due to his exceptional personalized service, professionalism, and commitment to client education and satisfaction. He consistently goes the extra mile to ensure that clients fully understand the financial services and products they're getting. Ralph is also reputed for his responsiveness, engaging approach, and competence in complex subjects like insurance and wealth management. Clients appreciate his fast responses and proactive strategies and trust him with their investments and insurance. This creates strong relationships and proves that he is reliable and effective.

We have always put the people's interests first since we started. William M. Mercer, Ltd. was founded in Canada in 1945 and grew into a leading provider of actuarial services and benefits consulting. Marsh McLennan acquired the company in 1959. The firm merged its employee benefits department to grow and become a leader in global health, retirement investments, talent, and o more...

We have always put the people's interests first since we started. William M. Mercer, Ltd. was founded in Canada in 1945 and grew into a leading provider of actuarial services and benefits consulting. Marsh McLennan acquired the company in 1959. The firm merged its employee benefits department to grow and become a leader in global health, retirement investments, talent, and other areas. We have always made a positive difference in the lives of people, despite changing times and evolving our business. We have been providing clients with forward-thinking insights for generations. As our resources and global reach has expanded, our abilities have increased. Today, Mercer has 130 clients around the globe, helping to brighten the future for employees. Mercer is committed to building better futures. This includes redefining work and reshaping investment and retirement outcomes. Mercer employs around 25,000 people in 43 different countries. The firm also has operations in 130 other countries. Mercer is a Marsh McLennan business (NYSE: MMC), which has 83,000 employees and a revenue of almost $20 billion annually. Marsh McLennan, with its leading businesses Marsh, Guy Carpenter, and Oliver Wyman helps clients navigate an ever-changing and more complex world. Visit mercer.ca for more information. Follow Mercer via Twitter and LinkedIn.

RBC Wealth Management is the company you can trust to assist you in achieving your financial goals. You may have aspirations for your family or business, and you might want to leave a legacy. Our team can assist you in navigating opportunities, changes, and challenges that arise from generation to generation. Each person has their own values, goals, and needs. So we take time t more...

RBC Wealth Management is the company you can trust to assist you in achieving your financial goals. You may have aspirations for your family or business, and you might want to leave a legacy. Our team can assist you in navigating opportunities, changes, and challenges that arise from generation to generation. Each person has their own values, goals, and needs. So we take time to get to know you so that we can make a strategy wealth plan that is based on your values and goals. We are a leader in the industry with extensive resources, proactive risk management, and a strong focus on sustainability. This allows us to continue growing, evolving and setting new standards. Our success has been guided by our unwavering commitment to our clients for more than 100 years. RBC Capital Markets, LLC is an RBC subsidiary and separate legal entity. RBC Capital Markets LLC does not assume any obligations or debts. RBC Capital Markets, LLC's assets under management and market capitalization are a reflection of the company's fiscal responsibility. However, these metrics don't affect RBC Wealth Management's performance or implied protection for investments in RBC Wealth Management accounts.

Dorchester is committed to helping clients reach their financial goals by providing unbiased, highly personal investment management services. Dorchester has been registered with l'Autorite des marches financières du Quebec as well as the Securities Commissions of Alberta and British Columbia, Manitoba, and New Brunswick. The Securities and Exchange Commission of the United more...

Dorchester is committed to helping clients reach their financial goals by providing unbiased, highly personal investment management services. Dorchester has been registered with l'Autorite des marches financières du Quebec as well as the Securities Commissions of Alberta and British Columbia, Manitoba, and New Brunswick. The Securities and Exchange Commission of the United States has also recognized us as a Registered Investment Adviser RIA (non-resident). Assets currently managed to have a market value exceeding $1.5 billion Canadian Dollars. The firm's partners and professionals play multiple roles on the client side as well as in the investment department. This allows for clients to have more information and is easier for them to access. They are partners or professionals involved in primary and quantitative investment research as well as technical and qualitative analysis.

Our Investment Advisors are available to help customers find the best solutions for them. These advisors go beyond by listening to their clients and understanding what they want. We use a strategic approach to wealth management to make sure that all aspects of your financial lives are working in harmony to meet both your current needs and future goals. Taking aspects of your f more...

Our Investment Advisors are available to help customers find the best solutions for them. These advisors go beyond by listening to their clients and understanding what they want. We use a strategic approach to wealth management to make sure that all aspects of your financial lives are working in harmony to meet both your current needs and future goals. Taking aspects of your financial landscape into consideration, we will determine your optimal asset allocation and help develop comprehensive wealth planning anchored by institutional-quality discretionary portfolio management. We will collaborate with a team of TD Specialists who are knowledgeable and have the experience to ensure that your wealth management needs, including private banking, Philanthropic Giving, Estate Planning, and more, are met. As our relationship grows, we will work closely with you and your loved ones to provide insights and actionable recommendations that will help to differentiate your future and leave a lasting legacy.

Palos Wealth Management has been registered with Quebec's provincial regulators as a portfolio manager and the Autorite des Marches Financiers, in Quebec. Palos Wealth Management is also registered as an Exempt Market Dealer and a portfolio manager for derivatives. Portfolio management is a team of experienced investment professionals with extensive knowledge and experience more...

Palos Wealth Management has been registered with Quebec's provincial regulators as a portfolio manager and the Autorite des Marches Financiers, in Quebec. Palos Wealth Management is also registered as an Exempt Market Dealer and a portfolio manager for derivatives. Portfolio management is a team of experienced investment professionals with extensive knowledge and experience. We are driven to excel. Independent thinking is essential to our ability to think independently and act with no bias. We make it a point to have face-to-face meetings with senior executives and analysts from companies that we are following. It allows us to ask pertinent questions and receive straight answers from the people who answer.

CI Assante Wealth Management, one of Canada's largest wealth management companies, supports 900 advisors and manages over $46 Billion in wealth for Canadian business owners and families. Assante is a division of CI Financial Corp. which is a global diversified investment firm. The most significant decision you will ever make is choosing a financial partner. CI Assante Wealt more...

CI Assante Wealth Management, one of Canada's largest wealth management companies, supports 900 advisors and manages over $46 Billion in wealth for Canadian business owners and families. Assante is a division of CI Financial Corp. which is a global diversified investment firm. The most significant decision you will ever make is choosing a financial partner. CI Assante Wealth Management is a popular choice for Canadians. Our goal is to provide you with comprehensive wealth planning advice that will help you reach your goals and leave a legacy. To solve the problem of building wealth and protecting it, our comprehensive approach considers all aspects of your financial picture. You can be confident knowing your financial affairs are in the hands of an Assante advisor, whether you are a business owner or saving for retirement.

Echelon offers investors unbiased solutions for their investments, exceptional service, and professional management. Our doors opened in 2010, as Euro Pacific Canada. Since then, we've been steadily growing. We tripled our size after acquiring Dundee Goodman Private Wealth in early 2016. This allowed us to expand our services, increase our expertise and extend our geographic more...

Echelon offers investors unbiased solutions for their investments, exceptional service, and professional management. Our doors opened in 2010, as Euro Pacific Canada. Since then, we've been steadily growing. We tripled our size after acquiring Dundee Goodman Private Wealth in early 2016. This allowed us to expand our services, increase our expertise and extend our geographical reach. Our future is brighter than ever and we are more determined than ever. Our services are available to individuals, families, businesses, and institutions. Our greatest asset is our team. There are approximately 60 advisor teams in Canada and more than 240 employees. The Advisor teams work together in a collaborative and independent environment. Clients receive the best advice and results, with supervision from the most skilled professionals in the field. We are able to provide independent advice on investment, and our team is able to exceed the expectations of clients. Our clients are only successful if they have a long-lasting relationship with us. We strongly believe that integrity and operation expertise is key to building trust. We aim to provide superior financial advice, quality solutions, and flexible environments that enable clients to reach their financial goals. Trust, honesty, integrity, and respect are the core values that guide our team. Echelon members provide peace of mind to clients who invest in Echelon. All funds that are invested with Echelon are protected by the Canadian Investor Protection Fund.

Lorne Steinberg Wealth Management, an independent investment company that offers discretionary management services to private clients as well as institutional investors, is Lorne Steinberg Wealth Management We are a firm believer in valuing the business we invest in. This means that we only buy quality companies that are financially sound and are selling them at a lower price t more...

Lorne Steinberg Wealth Management, an independent investment company that offers discretionary management services to private clients as well as institutional investors, is Lorne Steinberg Wealth Management We are a firm believer in valuing the business we invest in. This means that we only buy quality companies that are financially sound and are selling them at a lower price than they are worth. Our company's lifeblood is research. We aim to increase client capital in a disciplined way that is less risky. It is vital to preserving capital. Management-owned, we operate independently of any external pressure or influence. We have no ties to financial institutions and product suppliers. The firm's employees and partners own the same securities that our clients. This ensures that their interests align. Lorne Steinberg Wealth Management Inc. offers discretionary investment management services for individuals, corporations, and non-profit organizations. Client circumstances may dictate that accounts are either managed segregated or through proprietary pools of funds.

Mount-Royal Wealth Strategies Group allows clients to access discretionary investment. This option leaves you free to concentrate on other important things. We manage your portfolio and respond quickly to unexpected opportunities or risks in exchange for one transparent asset-based expense. The customized wealth management plan we create guides our strategy. It is tailored to yo more...

Mount-Royal Wealth Strategies Group allows clients to access discretionary investment. This option leaves you free to concentrate on other important things. We manage your portfolio and respond quickly to unexpected opportunities or risks in exchange for one transparent asset-based expense. The customized wealth management plan we create guides our strategy. It is tailored to your financial objectives and determines the allocation of assets and diversification for your portfolio. To get to know you, we start with a thorough discovery process. This allows us to understand your financial situation as well as your future plans. We can then determine what your current and future needs are and create a portfolio to meet those needs. We are driven by genuine concern for helping our clients to understand and articulate their goals. Our focus is on what really matters to them. Mount-Royal Wealth Strategies Group is committed to offering superior services to our clients. Since our first meeting, our focus has been on understanding our clients' needs and anticipating their future, as well as responding to any queries or concerns they may have.