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3 Best Financial Services in Montreal, QC

Expert recommended Top 3 Financial Services in Montreal, QC. All of our Financial Advisors actually face a rigorous 50-Point Inspection, which includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!

EXPERIOR FINANCIAL GROUP INC.

5000 Rue Jean-Talon O, Suite 290, Montreal, QC H4P 1W9 DIRECTIONS

Since 2014

Here’s The Deal:
Experior Financial Group Inc. is a financial planning firm located in Montreal. Hadi Bechara is an associate and sales manager at Experior Financial Group Inc. He has over 15 years of financial industry experience and assists his clients in reaching their financial goals. Experior Financial Group specializes in family financial planning and retirement planning. Their mission is to build economic foundations for families to empower them today and leave a legacy for the future. The EFA provides a clear and accurate analysis of your current financial situation and shows you a step-by-step plan. In addition, the firm handles their client's long-term investment needs, including TFSA’s RRSP’s and open investments, and protects them while their money grows with suitable insurance products such as UL, Whole Life and Term. Contact them to get a no-obligation quote.

SPECIALTY:
Investments, Home and Auto Insurance, Financial and Estate Planning, Consumer Proposals, , Tax-Free Savings Account, Registered Retirement Savings Plan, Wealth Management, Whole Life & Term Insurance Planning

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hbechara.experiorfinancia...

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LAFOND & ASSOCIATES

740 Rue Saint-Maurice, Suite 600, Montreal, QC H3C 1L5 DIRECTIONS

Since 2003

Here’s The Deal:
Lafond & Associates specializes in offering financial consulting services in wealth management for business people and healthcare professionals. Their expert professionals provide 360° financial planning and asset management and help minimize the tax burden through different strategies. They support their clients in the context of accumulation, disbursement, or the sale of your business. Their unique approach provides you with a big-picture understanding of your finances and estate and offers sound advice for every phase of your personal and professional life. They also have the analytical expertise to solve your financial, taxation, unique, legal, and professional management questions. Lafond & Associates has offices in Lévis, Repentigny, Sainte-Agathe-des-Monts, and Quebec.

SPECIALTY:
Financial Management and Analysis, Savings Strategies, Personal and Group Insurance, Risk and Succession Management, Business Continuity, Intergenerational Transfer, Wealth Inventory, Pension Planning, Retirement Profile, Group Pension Plans & Organizational Development

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lafond.ca

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Mon-Fri: 7am - 8pm
Sat & Sun: Closed

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FINANCIÈRE DES PROFESSIONNELS

2, Complexe Desjardins, Tour de l’Est, 31e étage, Montreal, QC H5B 1C2 DIRECTIONS

Since 1978

Here’s The Deal:
Financière des professionals provide a range of solutions based on your requirements and your situation. Their role is to assist you at each stage of your personal and professional life. They offer wealth management solutions designed according to the various professional and family problems of Quebec professionals. Their structured approach and responsiveness to the markets ensure peace of mind. Financière des professionals offer solutions accommodated to your needs and your situation and provide private management of portfolios. They strive to keep your trust with their culture of impartiality and their constant rigour. Financière des professionals has offices in Montréal, Laval, Brossard, Saguenay, Québec City, and Sherbrooke.

SPECIALTY:
Family Trust, Estate and Retirement Planning, Portfolio, Wealth and Asset Management, Advisory Services, Registered Retirement Savings Planning, Banking Solutions, Investment Management & Stocks

Price: $100-$180

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fprofessionnels.com

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Mon-Fri: 8am - 5pm
Sat & Sun: Closed

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