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Review Keywords Analysis

  1. Canada
  2. Best Financial Consultants
  3. Financial Consultants in Quebec
  4. Montreal

Best Financial Consultants In Montreal

Montreal Financial Consultants stats: Key insights from this page’s listings Updated
Businesses listed
6
Average rating
4.9 36 reviews
Typical service price
$50 – $300 Median of 5 priced services
Owner reviewed
1 of 6 Claimed or managed by the owner
Most-offered services
Financial AdvisoryInsurance ConsultationFinancial PlanningInsurance Services
What customers praise
recommend×10highly recommend×4excellent service×3very knowledgeable×3
Financial consultantMontreal, QC

1

pret-express

Verified

En 2026, un prêt express au Québec se traite entièrement en ligne, sans rendez-vous ni document papier. Un micro prêt express est approuvé en quelques minutes via la vérification IBV qui analyse les dépôts bancaires récents plutôt que l'historique de crédit.

View Profile
(647) 370-6655
Closed Now
6500 Route Transcanadienne
2

Lawadvisors Inc

Known for its personalized, long-term financial planning, Lawadvisors Inc serves both individuals and companies with tailored wealth management strategies. The team works closely with clients to understand their goals and financial situations, providing clear explanations and regular portfolio reviews. Customers appreciate their thoroughness and consistent availability for support.

Services & Prices
Portfolio Management $100 - $200
Investment Strategy $150 - $300
Retirement Planning $200 - $400
Life Insurance $50 - $100
View Profile
(514) 954-1888
Closed Now
614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2, Canada
General Services
Financial Advisory
3

Jafri Financial Solutions Inc.

Known for patient guidance and clear explanations, this team helps clients create personalized financial strategies that address both goals and unexpected events. They offer services including long-term financial planning, life insurance, and health and dental insurance, with a focus on understanding individual needs. Clients appreciate the straightforward advice and respectful, pressure-free… more...

Known for patient guidance and clear explanations, this team helps clients create personalized financial strategies that address both goals and unexpected events. They offer services including long-term financial planning, life insurance, and health and dental insurance, with a focus on understanding individual needs. Clients appreciate the straightforward advice and respectful, pressure-free approach.

Services & Prices
Financial Planning $100 - $200
Investment Advice $150 - $250
Retirement Planning $200 - $300
Life Insurance $50 - $150
View Profile
(514) 641-9093
Closed Now
1001 Rue du Square Dorchester Bureau 600, Montreal, QC H3B 1N1, Canada
General Services
Financial Advisory
4

David Miron - TD Financial Planner

With a financial planning designation from the Quebec Institute of Financial Planning, this team focuses on understanding clients’ priorities before reviewing their finances. They offer retirement strategies and personalized financial planning, with clients appreciating their clear explanations and approachable manner.

View Profile
(514) 768-1000
Closed Now
5790 Av de Monkland, Montréal, QC H4A 1E9, Canada
5

BMO Nesbitt Burns

Our Investment Advisors at BMO Nesbitt Burns are available to help you create a plan that meets your current and future needs. Our Advisors can help you, your family, and business leaders, no matter what stage of life. Our advisors are here to assist you in planning for both the predictable and the extraordinary. We can assist you with everything from getting married to buying a house, building… more...

Our Investment Advisors at BMO Nesbitt Burns are available to help you create a plan that meets your current and future needs. Our Advisors can help you, your family, and business leaders, no matter what stage of life. Our advisors are here to assist you in planning for both the predictable and the extraordinary. We can assist you with everything from getting married to buying a house, building your business or planning for the future of your child, and even purchasing a mortgage. These important transitional periods can be helped by a BMO Nesbitt Burns Investment Advisor. Through more than 50 locations across the country, we offer clients highly personalized service.

View Profile
(514) 286-7200
Closed Now
1501 McGill College Ave 32e étage, Montreal, QC H3A 3M8, Canada
Where they are 5 on the map Click a pin for the profile and directions
6

Groupe Financier Trihey Inc

Over 30 years of experience working with families, individuals and businesses have given us the opportunity to work closely over many generations. We have learned over the years that clients appreciate and value our unique combination of skills. Our clients have received planning advice through many market conditions since our inception. Our long-term outlook and prudent approach are based on… more...

Over 30 years of experience working with families, individuals and businesses have given us the opportunity to work closely over many generations. We have learned over the years that clients appreciate and value our unique combination of skills. Our clients have received planning advice through many market conditions since our inception. Our long-term outlook and prudent approach are based on this extensive experience. Our combined experience of more than fifty years is available to every client. The team approach allows clients to have access to all the expertise of all our professionals. Independent advice is a powerful tool. We are committed to providing objective opinions without conflicting interests. We share the goals of both our clients and theirs.

View Profile
(514) 876-3616
Closed Now
1010 Sherbrooke St W #1615, Montreal, QC H3A 2R7, Canada

Latest reviews of Montreal Financial Consultants

Written on TrustAnalytica by clients of the businesses in this list
  • Energy D.

    Honest financial advisor who cares for the wellbeing of the clients I would surely recommend. A gentleman

Montreal Financial Consultants stats: 6 businesses compared side by side · updated
# Business Rating Reviews Starting price Phone Website
1 pret-express 0.0 0 — (647) 370-6655 Visit
2 Lawadvisors Inc 5.0 16 $50 (514) 954-1888 Visit
3 Jafri Financial Solutions Inc. 5.0 10 $30 (514) 641-9093 Visit
4 David Miron - TD Financial Planner 4.7 6 — (514) 768-1000 Visit
5 BMO Nesbitt Burns 5.0 3 — (514) 286-7200 Visit
6 Groupe Financier Trihey Inc 5.0 1 — (514) 876-3616 Visit

Frequently asked questions

8 questions
How do I choose the best financial consultant in Montreal?
Consider verified reviews, ratings, review volume, and if the business claims its profile. TrustAnalytica ranks based on these factors for a data-driven choice.
What services do financial consultants typically offer?
Financial consultants provide advice on investments, retirement planning, tax strategies, and estate planning. They help clients manage finances and plan for future goals.
Are free consultations common with financial consultants in Montreal?
Free consultations are common, allowing potential clients to discuss needs and assess the consultant's suitability before committing.
What questions should I ask a financial consultant before hiring?
Ask about their experience, qualifications, fee structure, services offered, and how they plan to meet your financial goals.
How are financial consultants typically compensated?
Financial consultants may charge hourly rates, flat fees, or a percentage of assets managed. Discuss fee structures upfront to understand costs.
Do I need a financial consultant?
Consider hiring a financial consultant if you need help with complex financial planning, investment strategies, or managing substantial assets.
How long does it take to develop a financial plan?
The process can take several weeks, depending on the complexity of your financial situation and the consultant's approach.
What are the benefits of hiring a financial consultant in Montreal?
A financial consultant can provide personalized advice, help optimize financial strategies, and assist in achieving financial goals effectively.

General information, not financial advice — consult a qualified professional.

Our Methodology

Best 10 financial consultant list assembly and recognition by TrustAnalytica for Montreal is based on online reputation backed by review sources as google reviews, TrustAnalytica reviews and more.

We choose the best companies in the location and rank them based on rating, quantity of reviews and verification (Claimed or unclaimed profile).

Rankings are frequently updated to reflect the latest reviews from trusted sources.

Profile verification is free and may improve ranking, as we prioritize accurate, up-to-date profiles that are actively maintained and regularly reviewed.

TrustAnalytica's procedure for listing financial consultant companies involves manual research, review and placement. Please note that some companies are placed here through their registration with our services as every company gets not only access to our Saas services but also a profile that gets listed. We evaluate businesses based on their online reputation, accessibility, online resources such as website and their fit for best 10 financial consultant category.

The Process

1

Business Verification

Verified financial consultant listings in Montreal are based on robust online activity and Google reviews, ensuring credibility.

2

Business Details

Comprehensive financial consultant profiles offer vital details for informed decisions in Montreal.

3

Reviews And Ratings

Real-time customer ratings guide our financial consultant rankings in Montreal, reflecting genuine reputation.

4

SEO And Keywords

Our SEO strategy elevates the visibility of top financial consultant providers in Montreal.

5

AI Search Visibility

Every financial consultant listing in Montreal is published with structured data that AI search tools like ChatGPT, Perplexity and Google AI Overviews can read and cite.