Best Financial Advisors in Ottawa & Montreal, Canada for 2022-2023

Residents of Canada’s capital city of Ottawa or the nearby city of Montreal enjoy a rich history in each of these bustling communities. Another benefit of living in either city is access to some of the best Canadian financial advisors.

The past couple of years of living in a post-pandemic society have been tough, and many individuals who had never before considered getting help from a top Montreal or Ottawa wealth manager are now looking to get their finances in order.

If you haven’t worked with an advisor in the past, the thought can be daunting. It is natural to wonder things like, “How much do they cost?” or “What does the process entail?” But working with a trained Canadian financial planning firm can be the best thing you will ever do for your finances.

Once you find a great financial advisor in Montreal or Ottawa to work with, they can help you organize your assets and help you plan, save, and invest for the future. The key is finding one that best fits your own unique financial needs and personality.

As always, AdvisoryHQ has dedicated itself to making the process easier for you by ranking the top 8 best wealth management firms in Ottawa and Montreal, Canada. We considered a variety of factors in making our decision including fee structures, the presence of a fiduciary commitment to clients, and the depth of services offered.

If you’ve ever wanted to do more with your money and successfully save for the future, keep reading to find out which top Montreal or Ottawa financial firms can help.

Best Financial Advisors in Montreal & Ottawa, CA Red Award Emblem

Award Emblem: 8 Best Financial Advisors in Montreal and Ottawa, Canada

8 Best Financial Advisors in Montreal & Ottawa, Canada in 2022-2023 | Brief Comparison & Ranking

Financial Advisors in Montreal & Ottawa2022-2023 Ratings
Dorchester Wealth Management5
Exponent Investment Management5
Kerr Financial Group5
Polaris Wealth5
Potvin Financial Services5
Rothenberg Wealth Management5
Ryan Lamontagne Inc.5
Tulett, Matthews & Associates5

Table: Top 8 Financial Advisors in Montreal and Ottawa | Above list is sorted by rating

See Also: Identifying the Top Financial Planners in Toronto, Canada

What’s the Difference? Fee-Based vs Fee-Only Financial Advisors in Ottawa & Montreal

When searching for financial advisors in Montreal or Ottawa, you will come across two important terms regarding how they are paid: “fee-only” and “fee-based”.

Which of the two types of Canadian financial planning firms is right for you?

Below, we’ll give you a brief overview of how fee-only and fee-based compensation structures differ, and what you need to look for when choosing a financial advisor in Montreal, Quebec, or Ottawa, Ontario.

Fee-Only Pricing Structure

Fee-only financial advisors in Canada, also known as “advice-only” advisors, are compensated for their services through client fees alone. They do not accept commissions or any other form of compensation from 3rd parties that sell financial products.

Because their only source of income comes from the client, a fee-only pricing structure reduces the inherent conflicts of interest that come along with recommending and selling investment products.

An Ottawa or Montreal wealth management firm is in a better position to act solely in the best interests of their clients when they use a fee-only structure.

Best Financial Advisors in Montreal and Ottawa, Canada

Best Financial Advisory Firms in Montreal & Ottawa, CA

Fee-Based Pricing Structure

While the terms sound similar, a fee-based pricing structure means that a Montreal or Ottawa financial planning firm does accept commissions or incentives from companies selling financial products, in addition to being compensated by client fees.

Because a fee-based structure creates some potential conflict of interest, many top fee-based investment firms are also set up as fiduciaries, which provides a way to counteract the potential for conflict. 

If you choose a fee-based Ottawa or Montreal financial advisor, you’ll want to make sure they are also fiduciary. This means they have taken on a legal responsibility to fully disclose any conflicts of interest and put the interests of their clients ahead of their own.

Don’t Miss: Top Financial Advisors & Financial Planners in Calgary, CA

All-in-One Change Management Tools

Top Rated Toolkit for Change Managers.

Get Your Change Management Tool Today...

2022-2023 AdvisoryHQ’s Selection Methodology

What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?

Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.

Detailed Review – 2022-2023 Ranking of the Best Financial Advisors in Ottawa and Montreal

Below, please find the detailed review of each firm on our list of 2022-2023 best Ottawa and Montreal financial advisors. We have highlighted some of the factors that allowed these wealth management firms in Montreal and Ottawa to score so high in our selection ranking.

Click on any of the names below to go directly to the review section for that firm.    

Click below for previous years’ rankings:

Dorchester Wealth Management Review

With a history spanning nearly 90 years, Dorchester Wealth Management and its predecessors have been providing quality financial management services in Montreal and Toronto for decades. The firm works with a wide variety of both private clients and institutional investors.

Dorchester Wealth Management does not specifically state whether they use a fee-only or fee-based structure; however, we have included them on our list of the best wealth management firms in Montreal due to the array of services they provide and the firm’s dedication to helping clients.

As always, we recommend verifying compensation structures before partnering with any financial advisor in Canada.

Key Factors That Enabled Dorchester Wealth Management to Rank as a Top Montreal Wealth Management Firm

Long-Term Relationships

To support long-term client relationships, this Montreal wealth management firm focuses on solid strategies rather than on trying to time the market with your money. This means that you will experience much less volatility and greater preserved gains. 

The top Montreal financial advisors at Dorchester resist the urge to make short-term changes to your portfolio in order to capitalize on seemingly favorable market conditions. Instead, they diversify your assets with the goal of producing the greatest long-term benefits.

The fact that Dorchester has been successful in this regard can be seen in the amount of multi-generational clients it has kept on its roster – not to mention the high rate of client retention and personal referrals that it receives.

Dorchester Wealth Management Review financial advisor in ottawa

Best Wealth Management Firms in Montreal, Canada

Highly Credentialed Team

Clients working with any of Dorchester’s 10 team members enjoy personalized service and a low client-to-advisor ratio. The team has over 300 years of combined experience in successful wealth management.

Additionally, the team at this top-rated Montreal wealth management firm has been certified with a number of professional designations, bringing a greater level of expertise and training into their wealth management services.

Some of these designations and degrees include:

  • Master of Business Administration (MBA)
  • Certified Investment Manager (CIM)
  • Chartered Financial Analyst (CFA)
  • Chartered Accountant (CA)

Rating Summary

Dorchester Wealth Management is an independent financial management firm in Montreal and does not assume the role of a broker. Therefore, clients can count on the firm’s financial guidance to be completely objective without any outside influences.

With a well-seasoned team, a distinguished history, and accessible firm partners, Dorchester Wealth Management scores a solid 5-star rating and is one of the best financial advisors in Montreal to consider partnering with in 2022-2023.

Exponent Investment Management, Inc. Review

With over 100 years of combined financial advising experience, Exponent Investment Management, Inc. is a wealth management firm in Ottawa and Winnipeg that takes a customized and proven approach to financial planning.

This Ottawa financial planning firm does not specifically state whether they have a fee-only or fee-based pricing structure. However, their website notes, “We do not make commissions on trades – our fees are based on the assets under our management.” This means they likely operate on a fee-only basis.

As always, we recommend verifying a firm’s compensation structure before partnering with any financial advisor in Ottawa.

Key Factors That Enabled Exponent Investment Management, Inc. to Rank as a Top Financial Advisor in Ottawa

Transparency & Trust

One of the key things that stands out about Exponent is the firm’s commitment to complete transparency. At any time, clients can access their accounts online in order to check up on the progress of their portfolios. In addition to keeping the firm accountable, this approach allows for more effective and streamlined communication.

This transparency offers clarity that allows clients and advisors to be on the same page during phone calls, teleconferences, or in-person meetings.

Exponent Investment Management further supports trust within the client-advisor relationship by adopting a fiduciary commitment, meaning that these top financial advisors in Ottawa are legally and ethically obligated to put their clients’ best interests ahead of their own.

As such, the firm provides unbiased, objective advice designed to help you reach your financial goals.

Exponent Investment Management Inc Review ottawa wealth management firm

Top Wealth Management Firms in Ottawa

Professional Designations

A financial advisory firm with a wide variety of professional certifications demonstrates a strong commitment to ensuring its team of financial planners in Ottawa consists of the best professionals in the industry.

These industry designations often require continuing education and regular renewals, which means that your Exponent advisor remains up-to-date on all industry developments including trends, changes in laws, and evolving best practices.

Some of the designations and degrees found among the Exponent team of top-rated financial planners in Ottawa include:

  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Trusts & Estate Planner (TEP)
  • Member, Trust Institute (MTI)
  • Personal Financial Planner (PFP)
  • Chartered Investment Manager (CIM)
  • Master of Business Administration (MBA)

Rating Summary

The firm’s strong commitment to its clients’ financial well-being is a key reason to consider working with Exponent. Another way the firm brings value to their clients is through their market insights articles meant to help clients become informed investors.

With a wide range of financial planning and wealth management services, a well-seasoned team, and a client-centered approach, Exponent Investment Management scores a 5-star rating as a top Ottawa financial advisory firm to consider working with in 2022-2023.  

Related: Best Financial Advisors in Vancouver, BC

Kerr Financial Group Review

As one of the pioneers of personal financial planning in Canada, Kerr Financial Group is an independent Montreal financial advisor which has been helping individuals with expert guidance since 1979. The firm has offices in both Montreal and Toronto. 

Kerr Financial Group is a boutique, fee-only financial advisor in Quebec and Ontario that believes in a fully integrated approach to tax planning, investment, retirement, and estate planning. 

Key Factors That Enabled Kerr Financial Group to Rank as One of the Top Investment Firms in Montreal

Extensive Professional Certifications

The Montreal financial advisors at Kerr back up their experience with up-to-date knowledge of the financial industry. This is illustrated through their various professional designations and the ongoing education required to maintain them.

Some of the designations held among the team of expert Montreal financial advisors at Kerr include:

  • Registered Financial Planner (RFP)
  • Certified Financial Planners (CFP®)
  • Chartered Accountant (CA)
  • Chartered Investment Manager (CIM®)
  • Chartered Life Underwriter (CLU®)
  • Certified Public Accountant (CPA)
  • Chartered Financial Analyst (CFA)
  • Trust & Estate Practitioners (TEP)

Full-Service Family Office

When you work with Kerr, you’re working with a Montreal wealth management firm that is committed to helping you achieve long-term financial success. This team of top financial advisors aims to help grow your wealth and preserve your capital, a process that takes time and patience to achieve.

By advising you on every area of wealth management as your Family Office, this top financial advisor in Montreal works to form lifelong client relationships that transcend generations, allowing your family to prosper throughout the years. 

Their Family Discovery Process guides individuals in articulating their family values so they can take a purposeful approach towards:

  • Integrated Planning
  • Investment Planning & Management
  • Family Governance & Education
  • Family Charitable & Community Involvement Plan
  • Proactive Monitoring & Administration Services

Kerr Financial Group Review wealth management firms in montreal

2022-2023 Top Financial Planners in Montreal & Ottawa, CA

Planning Services for Business Owners

As a top-rated Montreal and Quebec wealth management firm, Kerr Financial Group also works with business owners to analyze and control risk while helping them manage their money wisely.

Some of the helpful business services provided by these top financial advisors in Canada include:

  • Succession Planning
  • Transfer of Business Assets
  • Sale of Business
  • Protecting Against Risk
  • Tax Planning
  • Planning and Managing Cash Flow
  • Evaluating Shareholders’ Agreements and Funding
  • Owner Manager Remuneration
  • Cost/Benefit Analysis

Rating Summary

Kerr Financial offers a boutique atmosphere with robust services that rival any other top financial advisory firm in Montreal and Ottawa. Their goal is to provide a fully integrated strategy based on deep technical knowledge and comprehensive solutions.   

With a client-centered focus, a highly experienced team, and a holistic approach, Kerr Financial Group solidifies its 5-star rating as one of the best Montreal wealth management firms to consider partnering with in 2022-2023.

Polaris Wealth Review

Polaris Wealth is a top-rated financial planner in Ottawa which follows an evidence-based approach to investing. The firm is a division of Polaris Financial, an independent discretionary wealth management, and financial planning firm. 

This fee-based financial advisor in Ottawa has a legal fiduciary obligation to all of its investment clients, meaning that Polaris is committed to always putting your interests above their own.

Key Factors That Enabled Polaris Wealth to Rank as One of the Best Ottawa Financial Advisors

Team Support

The team of Ottawa financial advisors at Polaris has the freedom to take on clients as they choose and set their own account minimums. This gives both clients and advisors more flexibility than you’ll find at most financial management firms in Canada.

Clients of Polaris benefit from the collective expertise of the entire advisory staff. If your Ottawa financial advisor runs into a challenge – whether it’s an underperforming asset, acute market volatility, or other issues – they will work on the problem collectively with other advisors.

This brings clients a greater sense of security knowing that a full team of experts is reviewing their financial plan and ensuring its optimization.

Polaris Wealth Review montreal wealth management

Top-rated financial planners in Ottawa, CA

Industry-Recognized Designations

The Ottawa financial advisors at Polaris bring several industry-recognized designations to the table when creating your wealth management strategy. These designations allow them to stay current on financial trends, regulations, and approaches, thereby allowing you to save the most money and build a better future.

Some of the designations and degrees found among the Polaris team of financial planners in Ottawa include the following:

  • Chartered Financial Analyst (CFA)
  • Certified Financial Planner (CFP®)
  • Chartered Investment Manager (CIM)
  • Bachelor of International Business (BIB)
  • Fellow of the Canadian Securities Institute (FCSI)

Rating Summary

Those looking for a firm with a strong commitment to independent and unbiased financial management will find Polaris Wealth a great fit. Additionally, they provide their clients with global investment expertise and an evidence-based approach to portfolio management.

While the firm offers a team of highly experienced advisors, we found that there was little information available regarding their specific services, particularly where financial planning is concerned.

This lack of information may make it challenging for new clients to fully evaluate the capabilities of their Ottawa financial advisor before signing up for a financial plan, and thus we have awarded them with just 3 stars. 

By providing more details on the specific financial planning capabilities that they offer, Polaris Wealth could easily improve both their value proposition to new clients and their rating as a top financial advisor in Ottawa in the future.

Popular Article: Ranking – High-Interest Savings Accounts in Canada

Potvin Financial Services Review

Potvin Financial Services is a top wealth management firm based in Ottawa that has been serving local clients for over three decades. In addition to financial planning and investment management, they also offer insurance and mortgage services.

Potvin Financial Services provides commission-based (or fee-based) financial advice.

As always, we strongly recommend verifying the compensation structure before partnering with any financial advisor in Ottawa.

Key Factors That Enabled Potvin Financial Services to Rank as One of the Best Ottawa Financial Advisors

Wide Range of Financial Capabilities

Many clients are looking for the best Ottawa wealth management firms that offer a wide range of services, so they have the assurance that the firm can grow with them over time and keep up with their changing financial needs.

No matter how your goals and needs may evolve from one year to the next, the expansive capabilities of Potvin Financial Services ensure that clients will have the financial guidance they need.

This top Ottawa financial planning firm offers a variety of financial services to their clients, including:

  • Retirement Planning
  • Estate Planning
  • Mortgage Planning
  • Investment Tax Planning
  • Employer Pension Plan & Group Benefits Assessment
  • Budgeting & Debt Management
  • Investment Management Services
  • Personal Insurance

High Rate of Satisfied Clients

Online reviews aren’t often given to financial advisors, which makes Potvin Financial Services stand out among competing wealth management firms in Ottawa for their number of positive reviews.

Client reviews for Potvin Financial Services are overwhelmingly positive, with approximately 34 Google reviewers rating their experience with a full five stars.

One such review from Josh Audette reads:

“Super friendly, honest and sincere. Highly recommend! Kevin provides a relaxing, welcoming environment and personal, tailored financial advice. He takes great care of us every time we visit and is always responsive when we reach out.”

Potvin Financial Services Review investment firms montreal

 Top Ottawa & Montreal Financial Advisors for 2022-2023

Rating Summary

The team at Potvin Financial Services goes out of their way to make the process of financial planning easy and straightforward for their clients. This Ottawa wealth management firm is also praised in reviews for being very attentive and easily accessible.

With a large offering of financial services, a client-centric philosophy, and an expert team, Potvin Financial Services earns 5-stars as one of the best financial planners on our 2022-2023 ranking of Best Financial Advisors in Montreal and Ottawa, Canada.

Rothenberg Wealth Management Review

Founded in 1985, Rothenberg Wealth Management is one of the leading independent and employee-owned wealth management firms in Canada. The firm has 6 offices across Canada, 2 of which are in Montreal and 1 in Ottawa.

This Montreal and Ottawa wealth management firm is dedicated to providing unbiased, transparent, and holistic financial planning solutions to its clients. For all of its new clients, Rothenberg provides a cost-based account solution.

Key Factors That Enabled Rothenberg Wealth Management to Rank as One of the Best Wealth Advisors in Montreal and Ottawa

Client-Focused Approach to Wealth Management

Rothenberg Wealth Management is very clear about its wealth management team receiving a salary rather than a commission. Knowing that these Montreal wealth advisors are being compensated based on the level of service they provide to their clients rather than the transactions that take place, certainly brings peace of mind.

In addition, the wealth advisors at Rothenberg work to get to know you in order to assess your financial situation and ensure that all of your long-term goals are being met.

Regardless of what stage of your financial journey you’re at, Rothenberg will make sure your unique needs are being met.

Rothenberg Wealth Management Review financial advisors in montreal

Best Wealth Management Firms in Montreal & Ottawa

Wide Range of Wealth Management Services

If you’re looking for wealth advisors in Montreal or Ottawa who can meet all of your needs, Rothenberg Wealth Management has a wide range of advisory services to offer.

Services offered by Rothenberg include:

  • Investment Planning: Rothenberg uses its 3-D Process that encompasses Discovery, Design and Deployment to help its clients meet their goals.
  • Retirement Planning: These Montreal and Ottawa wealth advisors help you to start planning for your retirement as early as possible while designing a retirement package that works for you.
  • Estate & Legacy Planning: This process comes with careful planning to ensure minimal taxes upon death and to prevent estates from being tied up in courts for months or years.
  • Tax Planning: Rothenberg works a schedule to determine the most appropriate income stream(s).
  • Retail Securities Lending Program: Gives you the ability to earn extra income on the fully paid securities in your account by participating in the program.

Rating Summary

This Montreal and Ottawa team of top-rated wealth advisors applies a refreshing perspective to wealth management. Clients looking for a dynamic approach to their financial services will find Rothenberg a great fit.

With a wide range of wealth management and investment planning services as well as a holistic and client-centered approach, Rothenberg Wealth Management solidifies its 5-star rating as one of the best financial advisors in Montreal to consider partnering with in 2022-2023.

Ryan Lamontagne, Inc. Review

With a mission to provide objective and factual advice, Ryan Lamontagne, Inc. is a top financial advisor in Ottawa. Their client base includes emerging affluent and high-net-worth individuals, professionals, business owners, retirees and those preparing for retirement, and people in transition. 

This fee-based Ottawa financial advisory firm uses a diverse compensation structure that may vary based on your needs.

As always, we recommend verifying a firm’s fee structure before partnering with any financial advisor in Ottawa or Montreal.

Key Factors That Enabled Ryan Lamontagne, Inc. to Rank as One of the Best Financial Advisors in Ottawa

Wide Range of Financial Capabilities

Clients working with this top-rated financial advisor in Ottawa have access to an impressively wide range of financial services and capabilities that they can rely on.

Ranging from financial planning and estate planning to investment management and tax strategies, the areas of expertise offered by Ryan Lamontagne includes:

  • Private Client Service
  • Business Owners
  • Comprehensive Financial Plan
  • Pension
  • Severance and Transition
  • Retirement
  • Estate
  • Public Servants
  • Investment Reviews and Analysis
  • Investment Policy Statement
  • Investment Advisory Services
  • Tax Planning
  • Tax Preparation
  • Accounting and Business Advisory

The firm employs specialists from all areas related to financial planning, giving clients a one-stop-shop for all their Ottawa wealth management needs. 

Ryan Lamontagne Inc Review montreal financial advisor

2022-2023 Top Ottawa Wealth Management Firms

Professionally Designated

While this firm may be smaller than some of the other financial advisors on our list, Ryan Lamontagne, Inc. has assembled a team with leading industry designations.

Many of these designations require ongoing education in order to maintain current industry knowledge. As a result, these top Ottawa financial advisors are able to better serve clients by staying on top of all the latest industry trends and standards.

Some of the professional designations and degrees found among the Ryan Lamontagne team include:

  • Certified Financial Planner (CFP®)
  • Registered Financial Planner (RFP)
  • Chartered Investment Manager (CIM®)
  • Master of Business Administration (MBA)
  • Chartered Professional Accountant (CPA)
  • Fellow of the Canadian Securities Institute (FCSI)

Rating Summary

The team at Ryan Lamontagne fosters long-term relationships while providing expert, unbiased financial planning.

Individuals and small businesses alike will appreciate the firm’s focus on financial education, continuous innovation, and sophisticated technology.

With a customized approach, a commitment to objectivity, and a client-centered focus, Ryan Lamontagne, Inc. easily solidifies its 5-star rating as one of the best financial advisors in Ottawa to consider partnering with this year.

Tulett, Matthews & Associates Review

Tulett, Matthews & Associates (TMA) is a financial advisor based in Kirkland, a suburb of Montreal. The firm works with professionals, executives, entrepreneurs, and retirees to implement a global approach to investing.

TMA does not specifically state on their website whether they are fee-only or fee-based. However, in their website FAQs, they note that “We do not receive any compensation or commissions from any third party investment product manufacturer,” which would point to the firm being fee-only.

As always, we advise readers to verify a firm’s compensation structure before starting a working relationship. 

Key Factors That Enabled Tulett, Matthews & Associates to Rank as a Top Financial Planner in Montreal

Independent Firm with a Fiduciary Standard

The financial industry can be flooded with advisors who care more about their own bottom line than the needs of their clients. When working with these advisors, clients often end up paying for unnecessary or ill-fitting financial products and services.

Most people are seeking a trusted financial partner rather than a product salesperson. Clients want an advisor who will put their best interests first while working alongside them to help them manage their money.

This is why we prefer to recommend only those financial advisors who have adopted a fiduciary standard. TMA has made such a legal obligation, committing to provide only the best financial advice while being completely transparent and unbiased.

Furthermore, TMA is a completely independent Montreal financial planner. The firm is not aligned with any outside organization or beholden to any third-party interests. Instead, TMA’s services are designed to align with your best interests.

Long-Term Partnership

The team of top Montreal financial advisors at Tulett, Matthews & Associates aren’t just there to sell you a portfolio and move on, they want to help you have a firm financial foundation to last a lifetime.

The firm takes a disciplined and commonsense approach to investment management, working with clients in a number of ways to create a solid strategy for years to come.

A few ways this is done include:

  • Building a plan that addresses short-, medium-, and long-term goals.
  • Incorporating passively managed asset classes into your investment portfolio, thereby giving you minimized risk on maximum, long-term returns.
  • Rebalancing your portfolio to keep you on track for medium- and long-term objectives.
  • Refusing to engage in market timing or speculation, reducing volatility, and securing your finances over the years.
  • Reducing account-related costs, including transaction fees and taxes.

Tulett, Matthews and Associates montreal financial advisors

Ottawa & Montreal Top Investment Advisors 2022-2023

Rating Summary

Clients who appreciate the benefits of diversification by geographic and industry sectors will appreciate the thoughtful process taken by TMA. The firm uses best practices to demonstrate 100% commitment to its clients and does not accept any third-party commissions.

With a customized approach, personalized service, and evidence-based investment philosophy, Tulett, Matthews & Associates earns a 5-star rating as one of the best Montreal wealth management firms to consider partnering with in 2022-2023.

Read More: Top Financial Advisors in Orlando, Altamonte Springs, & Winter Park, FL

Free Wealth & Finance Software - Get Yours Now ►

Conclusion – 2022-2023 Top 8 Best Financial Advisors in Ottawa & Montreal, Canada

One of the best things people can do to protect their future is to take control of their finances and create a strategized plan so that unprecedented events such as COVID-19 don’t drain them financially.

Any of the best Montreal or Ottawa financial advisors on this list can help you chart a successful path for your family’s future that is designed to weather any market fluctuations or unexpected life changes.

Your next step would be to narrow down this list of the top 8 Ottawa and Montreal financial planning firms to a handful that you’d like to learn more about. Most of the firms in our 2022-2023 ranking offer a free 15-minute phone conference or meeting that can help you determine if they’re a good fit.

Once you’ve learned more about your top contenders and spoken with them, you can better select a financial guide who is going to help you reach your dreams and goals for the future while sticking with you for a lifetime of financial decisions. Best of luck!

Image sources:


AdvisoryHQ (AHQ) Disclaimer:

Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info.

Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.

Review Date
Item Reviewed
Ranking of Financial Advisors in Montreal & Ottawa, Canada
Author Rating
Item Name
Financial Advisors in Montreal & Ottawa, Canada