The Best Financial Services in Montreal

Handpicked Top 3 Financial Services in Montreal, QC. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


1000 Sherbrooke St. W, Suite 1600, Montreal, QC H3A 3G4

Since 1979

Financial Planning, Investment Management, Succession Planning, Asset Allocation, Cash Flow Management, Cost/Benefit Analysis, Budgeting, Accounting & Tax Advisory

Expert knowledge of Investment Management, Risk Avoidance, Income Tax Planning and Estate Strategies

Mon - Thu 8:30 am - 5:00 pm Fri 9:00 am - 5:00 pm Sat & Sun Closed

Kerr Financial continues to provide honest, useful financial advice. They provide all of the other services needed to manage clients finances effectively.
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3070 Jean Girard, Montreal, QC H3Y 3L2

Since 1995

Retirement Planning, Insurance Planning, Estate Planning, Charitable Giving, Private Asset Management Programs, Employee Compensation, Business Succession Planning, Key Person Insurance, Buy/Sell Agreement Funding, Group Pension Plans & Group Insurance Benefits

Provides Business Owners and Individuals advice on Wealth Management, Financial Planning and Insurance Planning

Mon - Fri 8:00 am - 5:00 pm Sat & Sun Closed

I was referred to L.S. Financial Services Inc. by a friend and have been a client since 2010. Mr. Lando is a very knowledgeable advisor, professional and well-informed. He is also very patient when answering questions, and generous with his advice. On occasion when I’ve dealt with staff, they were always very pleasant, helpful and courteous. It’s a pleasure to deal with this company.

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2000, rue Mansfield, 18th Floor, Montreal, QC H3A 3A6

Since 1990

Investments, Insurance, Portfolio Management, Asset Protection, Wealth Management, Mutual Funds & Mortgage Services

Focuses on areas of Wealth Management, Mutual Funds, Securities, Insurance & Financial Planning

By Appointment

Peak offers a comprehensive range of personalized financial services designed for individuals with significant financial assets.
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