3 Best Financial Services in Montreal

“Kerr Financial Consultants is a fee-only financial planner in Montreal, Canada. Robert J. Kerr is the chairman and founder of the firm. As founder and CEO, he has been devoted to building Kerr Financial Group of Companies since its inception in 1979. He currently focuses on providing complex financial advisory services and investment management to sophisticated high-net-worth clients, as well as business development, strategic planning, and writing. The team at Kerr Financial Consultants takes pride in doing what’s right for their clients, staff, and the communities where they live and work. They work to provide an environment of caring and trust that fosters individual leadership, where they support one another to learn new skills in the spirit of continuous improvement. Their mission is to keep busy, successful Canadian families financially healthy and to help them build legacies for their children and future generations. The team combines a broad range of services with deep technical knowledge to provide comprehensive and robust solutions. Kerr Financial also has offices in Toronto.”

Read more

“Experior Financial Group Inc. is a top-notch financial planner in Montreal, Canada. The team has experienced associates throughout Canada who can assist you in reaching your financial goals. You can have one of their highly trained and licensed agents meet with you to help you create a personalized financial pathway that meets your family's unique needs and goals. Their success is due to their client solutions, built around their proprietary Expert Financial Analysis software (EFA). Their executives boast hundreds of years of combined experience in the financial industry. They teach financial literacy based on proven principles to facilitate personal financial freedom and responsibility for individuals and families. They clearly and accurately analyze your current financial situation and show you a step-by-step plan. Contact them to arrange a free, no-obligation meeting with an Experior associate in your area. They are highly trained and licensed agents with nine years of experience in the finance industry.”

Read more

“Financière des professionnels is one of the leading financial consultants in Montreal, Canada. Léa Saadé is the Vice-présidente régionale of the Montreal branch. Her experience as a manager in various major Canadian financial institutions has allowed her to acquire in-depth knowledge of professional support for teams specialized in financial planning and savings. Her background and expertise regularly lead her to collaborate on informative and journalistic content. At Financière des professionnels, the team provides the highest level of support to clients in private wealth management by maximizing the impact of each area of expertise on their personal, professional, and business lives. All major life events are considered, from the beginning of your studies to retirement. Their investment solutions are designed with performance, personalization, and sophistication. They strive to maintain your trust with their culture of impartiality and constant rigour. More than forty years of maintaining close ties and consolidating their expertise with their customers and families has allowed them to develop a flexible approach that meets the industry's complexities and highest standards.”

Read more