It’s a little surprising to me that folks put so much effort into choosing their interior designer or house cleaner, but when it comes to selecting someone who will help them navigate their finances, many people go with the first name they find on a directory. And that’s a shame because choosing the right advisor is about more than just getting advice; it’s about entrusting them with your fiscal future.

That’s why, when it comes to selecting Montreal’s Top Financial Advisor, you should take your time and do your research. We’ve assembled this list of the best financial planners in Montreal so that you can be sure you’re working with an expert who will help you reach your goals.

Rothenberg Wealth Management

Rothenberg Wealth Management is a Montreal and Ottawa wealth advisory firm that has a unique approach to financial services. They’re a fee-based wealth management company, which means that they work on a salary rather than commission basis with all new clients. This allows them to get to know their clients and create customized investment solutions that meet their specific needs.

TD Wealth Management

If you’re looking for a high-net-worth financial planner, consider TD Wealth Management. This firm has extensive experience with tax planning, retirement planning, and estate planning. They’re also known for their commitment to giving back and their high client satisfaction levels. Their unique approach to financial services makes them a top pick for Montreal-area investors.