Montreal may be known for its powerhouse vocals and hockey legends, but it’s also home to a hidden army of financial experts ready to turn your money dreams into a chart-topping reality. 

Our guide is your backstage pass to the best in the biz, the financial advisors who can hit all the right notes when it comes to growing your wealth.

Whether you’re a financial rookie or a seasoned investor, we’ve done the legwork (and the listening!) to find the advisors who will help you compose a financial symphony that even Céline would be proud of.

How much do financial advisors charge in Montreal? Financial advisors in Montreal typically charge $240 per hour or 0.5% of the assets under management. However, this may still change depending on the advisor’s experience, service provided, and other additional fees.

How we chose

1. Unison Financial Solutions Inc.

Location: 1001 Dorchester Square Suite 600, Montreal, Quebec H3B 1N1, Canada

Contact: +1 514-548-3439

Operating hours:

• Monday to Friday – 8:30 AM to 5:30 PM

Website

If you’re looking for a financial advisor who truly understands your needs, Unison Financial Solutions is worth considering. We’ve researched this company and are quite impressed with its offerings.

Their holistic approach is commendable. They consider all aspects of your financial life, from investments and insurance to retirement planning. 

We spoke to several clients, and they won’t stop praising the advisors’ tailored approach. They make sure to create personalised plans for each client.

Speaking of customers, Unison seems to be pretty popular with a diverse crowd. We’ve heard from business owners, professionals, and even folks who are just starting out in their careers. 

The fact that they offer services in English, French, and Mandarin is also a huge plus in our book – it shows they’re committed to serving a wide range of clients.

However, we’re just a bit sceptical about one aspect. Since Unison shares in the appreciation or depreciation of your property, you might end up paying more if property values rise significantly.

Provides a 100% reliable system

“I first started working with Jeffrey and his team a few years ago when I needed help with retirement planning. They are extremely knowledgeable, very responsive and completely trustworthy.  Jeffrey has guided me through the uncertainty of the pandemic and thanks to his reassuring and very knowledgeable financial advice, I am looking forward to a secure and comfortable retirement.  I highly recommend Jeffrey and his team!”

Lynn Landrigan, Google Review

Boosts confidence in financial future

“I had an exceptional experience with Unison Financial Solutions Inc. Their professional approach and expert financial planning services exceeded my expectations. The team was knowledgeable, attentive, and genuinely cared about my financial goals. I feel more confident about my financial future thanks to their guidance. I highly recommend Unison Financial Solutions for anyone seeking top-notch financial advice and planning.”

Geoffrey Ottinger, Google Review

2. Rothenberg Wealth Management

Location: 4420 Saint-Catherine St W, Westmount, Quebec H3Z 1R2, Canada

Contact: +1 514-934-0586

Operating hours:

• Monday to Friday – 8:30 AM to 4:30 PM

Website

Started by Jack Rothenberg in 1979, Rothenberg Wealth Management has been around for over 40 years. It has grown into a well-respected name in wealth management, and it’s easy to understand why.

What we love most about them is that they’re not just about investments. They take a really comprehensive approach to managing your money, covering everything from retirement planning to taxes and estate planning. 

Rothenberg even takes the time to evaluate each client’s financial situation, define their goals, and create tailored strategies to manage investments effectively. Their specialised Guaranteed Investment Certificate (GIC) rates are often among the best on the market, with no hidden fees. 

We were also impressed to learn that they shop around 20 financial institutions daily to ensure their clients get competitive rates. They even offer special rates for amounts over $25,000.

We also explored their online tools, and we have to give it to them – the suite of financial calculators they provide is incredibly handy. From deciding on debt repayments and investments to calculating potential tax impacts and planning for retirement, their tools make it easy to make informed decisions.

Builds trust and fondness with long-term clients

“My parents and I have dealt with Rothenberg, and with Tina Patel to be specific, for over 30 years. Her professionalism has been exceptional.  She has also been very kind and caring to my parents as they got older and a fondness and trust was built over the years.  She often took the time to explain things, never judging or rushed them. My dealings with Tina, in support of my parents has been wonderful as well.  I highlighly recommend her.”

Frances Cheslo, Google Review

Answers all questions thoroughly

“I have been a client of Rothenberg and Rothenberg for several years now. I have dealt with Miss Patel during this time and I have always felt that she was very professional, courteous, accommodating and knowledgeable. She always answered all my questions and went out of her way to meet with me at my convenience. Furthermore, from the moment you enter this establishment you are welcomed by the receptionist who is always very cordial and pleasant. I’m very satisfied with the services that I have received to date and will continue to recommend Rothenberg and Rothenberg and Miss Patel to both to family and friends.”

Vicky Zanon, Google Review

3. Ralph Zeidan Wealth Management | Manulife Wealth

Location: 5365 Rue Jean-Talon E Suite 500, Montréal, QC H1S 3G2, Canada

Contact: +1 514-812-7093

Operating hours:

• Monday to Friday – 8:00 AM to 6:00 PM

Website

When we think of financial experts for high-net-worth individuals and business owners, Ralph Zeidan immediately comes to mind. With over 25 years of experience, Ralph specialises in wealth planning, investment management, and estate and tax strategies.

What we love most about Ralph is his independence as a broker. This gives him the flexibility to choose the best products and strategies from various companies, ensuring his clients always get the most effective financial solutions. 

Whether it’s tailored investment strategies to optimise portfolios or retirement planning to secure a comfortable future, Ralph covers it all with a personalised touch.

Another standout aspect of Ralph’s services is his comprehensive approach. His retirement planning considers every detail, from income needs to lifestyle goals, ensuring clients can look forward to a secure and enjoyable retirement. 

We also have to give it to Ralph for his estate and tax planning services. He works diligently to minimise tax liabilities and facilitate efficient wealth transfer to future generations. 

Demonstrates great knowledge and skill in tax filing

“Great service from Mr. Katev. This year we couldn’t go to his office due to the virus but he made everything so easy and accessible with his planning, website and email communication. Reminder for appointments via email and phone, clear instructions to upload documents and sign forms, and, of course, his great knowledge and skill in tax filing can help you save your money.”

Evlogui Drianov, Google Review

Offers reliable support for diverse financial needs

“Daniel has been my accountant since my first day in Canada, back in 2004. Since then I have moved to different provinces, had a Corporation, moved to the States, owned property and he has ALWAYS been competent with financial planning, tax returns, payroll services, my professional corporation financials. All of this works for me, you decide for yourselves.”

Joe Jabbour, Google Review

4. AEC Financial Group – National Bank Financial

Location: Place Ville Marie, Suite 1700, Montreal, Quebec H3B 2C1, Canada

Contact: +1 514-412-2912

Operating hours:

• Monday to Friday – 6:00 AM to 11:00 PM
• Saturday to Sunday – 6:00 AM to 6:00 PM

Website

AEC Financial Group’s affiliation with National Bank Financial is what initially caught our attention. It’s a true sign of the group’s credibility and resources.

Its team of seasoned professionals, particularly Tony El-Chamy,  further impressed us with their ability to craft financial plans that align with clients’ life goals rather than just their financial aspirations.

Their transparent fee structure is another highlight we love. Rates for their comprehensive financial planning services vary based on the complexity of the client’s financial situation but typically range from 1% to 1.5% of assets under management annually.

The group also excels in leveraging technology to provide top-notch online services, including secure client portals for real-time portfolio monitoring and virtual consultations. This makes their financial advice more accessible. 

Special offers often include free initial consultations and financial health check-ups, allowing potential clients to experience the quality of their services firsthand.

Exudes professionalism and attention to detail

“AEC Financial group is knowledgeable, dedicated and sincerely interested in achieving the best performance for their clients. I am impressed with their professionalism and attention to detail and recommend their services whenever possible.  Having worked with them for over the past year, I truly value their relationship.”

Michelle Sickini, Google Review

Takes time to understand your financial situation

“They take the time to understand your financial situation and propose solutions tailored to your needs. The team is a quick phone call away, always available to answer questions. Manages clients’ money as if it were their own. Highly recommend!”

Ayssar Nasrallah, Google Review

5. Sante-financiere

Location: 530 rue St Hubert, Montreal, H2Y 0B9

Contact: (579) 337-5350

Operating hours: By appointment basis

Website

Sante-Financière has been an invaluable partner in helping us achieve our financial goals. From our first consultation, their team demonstrated exceptional expertise and a deep understanding of our unique needs.

Moreover, their personalized approach made complex financial concepts easy to grasp. They provided clear and actionable strategies that aligned perfectly with our objectives.

Throughout our engagement, their proactive communication kept us informed and confident. They were always available to address our questions and adapt to changes in our circumstances.

Additionally, Sante-Financière’s attention to detail ensured that no aspect of our financial planning was overlooked. Their comprehensive solutions gave us peace of mind about our financial future.

What impressed us most was their genuine commitment to our success. Their professionalism and dedication made us feel valued and supported every step of the way.

Sante-Financière has exceeded our expectations with their exceptional service. Their guidance has set us on a path to long-term financial security and prosperity.

6. Everest Financial Services

Location: Tour Est, 1 Holiday Ave Suite 315, Pointe-Claire, Quebec H9R 5N3, Canada

Contact: +1 514-609-8313

Operating hours:

• Monday to Friday – 8:30 AM to 4:30 PM

Website

Founded on the principles of tenacity and determination, Everest Financial Services lives up to its name by helping clients reach new financial heights. 

Their holistic approach covers a wide range of financial needs, including personalised financial planning, investment management, and tax preparation.

What we love about them are their comprehensive services. Whether you’re buying your first home, saving for your child’s education, or planning for retirement, they’ve got you covered. 

Plus, their initial consultations are free, giving you a risk-free chance to understand their value and approach.

We also love that they emphasise increasing clients’ financial awareness. They equip clients with the knowledge needed to make informed decisions through regular market updates and educational resources that simplify complex financial concepts. 

We also appreciate their involvement in the community. They support several charitable organisations, including the Sian Bradwell Foundation and Shriners Hospitals for Children.

Assists with both insurance and investment products

“Steven really listens and gives plenty of options given your needs and your situation. He has helped me and my spouse with insurance and investment products. I definitely recommend him and his team. Very attentive and makes everything as simple and efficient as possible.”

Alex Bonanni, Google Review

Delivers client-focused service with high-level expertise

“Steven Persaud is the consummate professional. Steve and his team are client focused and combine a high-level of expertise with white glove service. Strongly recommended for wealth management, estate planning and insurance. Of particular interest to small/medium size business owners looking to optimise their present and future financial situation.  Also a great guy!”

Deakin Realty, Google Review