3 Best Financial Services in Montreal, QC

“Kerr Financial's mission is to keep busy, successful Canadian families financially healthy and to help them build legacies for their children and future generations. Robert J. Kerr is the chairman and founder of the firm. 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 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. 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.

“Experior Financial Group Inc.'s 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. You can contact them to arrange a free, no-obligation meeting with an Experior associate in your area.

“Financière des professionnels' investment solutions are designed with performance, personalization, and sophistication. Elena Rizzuto is the Regional Vice President of the Montreal branch. 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. 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.