Montreal is a big city with plenty of opportunities, but it can be difficult to make the most of them if you don’t have a solid financial plan in place. That’s where financial planners come in! They can help you save for your future, invest money wisely and overcome any other obstacles that might be preventing you from achieving financial success.
In this article, we will introduce you to six of the best financial planners in Montreal. All are highly qualified and have helped many people achieve their long-term financial goals.
So whether you’re just starting out or are already well on your way to retirement, there is definitely someone here who can help guide you on your journey!
Summary
- 1) Services Financiers Daniel Katev
- 2) Vignone & Associates Private Wealth Management
- 3) Lorne Steinberg Wealth Management Inc
- 4) Malone Wealth Group – TD Wealth Private Investment Advice
- 5) David Miron – TD Financial Planner
- 6) David Pierre – BMO Financial Planner
- FAQs about Financial Planners
- Conclusion
1) Services Financiers Daniel Katev
Services Financiers Daniel Katev offers a full range of incorporating, bookkeeping and payroll services at affordable fees. They also provide small business consulting for those looking to start their own ventures or just need help managing day-to-day operations!
It’s time for you not only to get the best service but also peace of mind knowing that your home or business is being taken care of by professionals who truly have their client’s needs at heart. You’ll be hard-pressed to find a more reliable company.
They are your one-stop company for all of the financial planning services you need. They have a team that can handle everything and they always do it in an efficient manner with fast turnaround times too! They know how your busy schedule can cause delays, so they’ve developed an innovative approach to minimize social contacts.
You’ll receive excellent service within a short distance through their virtual meeting services! When it comes to taxes, you can’t go wrong with them – they know all about the financial aspects and will do everything they need in order for you to get your refund!
They are able to give you excellent financial advice that saves time – so if you’re looking for someone who can help you with any business or personal matters – they are the people you need!
Business Information:
Website:danielkatev.com
Email:info@danielkatev.com
Telephone:+15149067785
Address:4950 Queen Mary Rd #320, Montreal, Quebec H3W 1X3, Canada
Customer Review:
2) Vignone & Associates Private Wealth Management
Vignone & Associates Private Wealth Management goal is to help you achieve your financial dreams through a tailored approach that will meet the needs of both short-term and long term goals, using their knowledge about all aspects related to wealth building and giving you peace of mind for years!
They understand the wealth management needs of their clients and they’ll be committed to working with you until your goals are met. They offer tax planning, securities advice, insurance protection plans, investment lending services as well as business succession strategies.
They can create something tailored specifically towards meeting all of your needs today while also ensuring it will be beneficial tomorrow too! Their team is ready and waiting to get you started on the path towards your financial dreams. They’ll guide you through every step of this process, no matter what goals or plans are most important for you in your life!
Business Information:
Website:vignoneassociatespwm.com
Email:john.vignone@igprivatewealth.com
Telephone:+15149403928
Address:8250 Bd Décarie #200, Montréal, QC H4P 2P5, Canada
Customer Review:
3) Lorne Steinberg Wealth Management Inc
Lorne Steinberg Wealth Management is recognized as one of the best independent investment firms in this industry.
They offer discretionary management services for private clients and institutional investors, with an emphasis on superior customer service to ensure that your money is put into top-performing stocks based on analytical research rather than just what’s trending right now because you can never know ahead whether something will be popular later or not!
They are stubbornly focused on only buying quality businesses that meet their strict financial criteria, and whose prices are trading for less than they believe them to be worth. They do this because it’s important to them – as an investor community-to have access to good companies at fair costs so they can grow through investment!
They believe that every client has their own unique financial needs and goals. That’s why they offer a wide range of investment options from individual accounts to pooled funds, so you can find the perfect solution for your situation!
They offer you The Steinberg Global Value Equity Strategy which provides long-term capital appreciation by investing in public companies that meet their investment criteria, and whose share price is trading at a discount to its intrinsic value.
They also provide The Canadian Dividend Growth strategy which offers dependable and growing dividends for those who want to invest in high-quality companies. They also manage risk and protect capital so that no matter what the market does – or doesn’t do for them -they’ll be ready for everything!
Business Information:
Website: steinbergwealth.com
Email:info@steinbergwealth.com
Telephone:+15148769888
Address:1000 Rue De La Gauchetière O, Montréal, QC H3B 4W5, Canada
Customer Review:
4) Malone Wealth Group - TD Wealth Private Investment Advice
Malone Wealth Group has been proudly collaborating with their clients since 1997. They work closely together, mutualizing on goals and objectives while striving for excellence in all that they do so you can feel confident about your future endeavours!
They are a business focused on providing clear, precise and tax-efficient investment advice. They want to help you make your money work for the future by offering personalized service that will be as unique as each individual’s needs!
Their specialists provide wealth building & retirement planning, tax strategies for all stages of life including identifying income streams and will apps or estates to ensure you are prepared when it comes time to pass on your business/succession plan.
They also assist those wanting to make sure their philanthropic endeavours continue after passing away by providing transition services. They are committed to helping their clients preserve, protect and grow their financial assets.
The customer service at this company is top-notch- they are extremely professional and knowledgeable. You’ll receive great benefits from their services which will pay off with an excellent return on investment!
Business Information:
Website:advisors.td.com
Telephone:+15148423586
Address:1350 Boulevard René-Lévesque O 9ième étage, Montréal, QC H3G 1T4, Canada
Customer Review:
5) David Miron - TD Financial Planner
TD Financial Planner believes that the most important element in your financial plan is you. That’s why they actually take time to get to know who you truly are and what matters most for a tailored review of numbers based on those priorities – not just 5 minutes worth or swooping through things with an overview-level glance!
They offer services that will help you prepare for the future. They provide consultation on matters such as retirement planning, tax management and education funding among other things to ensure your success in life both now and later down the line!
TD’s senior financial planner David Miron is a financial services industry professional with more than 10 years of experience and expertise in his field. He has focused on fostering strong client relationships to help customers achieve their personal goals and confidently go through this difficult journey called finance.
He holds two degrees, one being an economics undergraduate from Concordia University and another designating him as qualified to offer financial planning services through the Quebec Institute of Financial Planning (QF). He is personable and very knowledgeable so don`t worry – he knows what he’s doing!
Business Information:
Website:financialplanners.td.com
Telephone:+15147681000
Address:5790 Av de Monkland, Montréal, QC H4A 1E9, Canada
Customer Review:
6) David Pierre - BMO Financial Planner
Are you are looking for a way to grow your investments and achieve future goals that can be tailored specifically for yourself? As an experienced Financial Planner, Investment & Retirement Planning at BMO Financial Group David Pierre has helped many people like yourself.
His practice areas include bank accounts, credit card’s mortgages and loans as well as investments to help their clients with financial planning or insurance needs they may have!
With his help in developing solid foundations from which they may build upon he’ll make sure it’s easy-going forward with all aspects of finance! He can help you make informed decisions so that your investments are always in line with what’s best for the long term.
You can rest easy knowing that he has the know-how to help you optimize your portfolio’s return potential while mitigating risk.
Together, you will focus on meeting your needs and priorities through effective financial planning strategies. The process includes: identifying your long term goals, developing an appropriate timeline and resources necessary to achieve them as well as reviewing this information whenever needed because change happens!
Business Information:
Website: financialplanner.bmo.com
Telephone:+15143528892
Address:7275 Rue Sherbrooke E #218, Montréal, QC H1N 1E9, Canada
Customer Review:
FAQs about Financial Planners
There are many advantages to working with a financial planner, such as gaining access to expert advice, having someone else handle the paperwork and administration associated with investing, and being able to take advantage of economies of scale by pooling assets.
Financial planners provide a variety of services to their clients, including investment advice, retirement planning, and estate planning. They can also help you with tax preparation and debt management. If you’re looking for someone to help you manage your finances, a financial planner is a great option.
The average cost of a financial planner in Montreal can vary depending on the individual’s needs and services provided. Some planners may charge by the hour, while others may offer package rates. Typically, financial planners charge anywhere from $100 to $200 per hour.
The best time to hire a financial planner depends on your individual needs and goals. However, if you’re looking for help creating a budget, investing money, or preparing for retirement , then it’s usually a good idea to seek professional assistance.
Conclusion
Montreal is a city that’s full of opportunity, and with the right financial planner by your side, you can make the most of it. The list above features some of the best financial planners in Montreal, so be sure to do your research before choosing one.
Each planner has their own unique set of skills and services, so take the time to find one that fits your specific needs. With proper planning and guidance, you can achieve anything you desire – including wealth and security for yourself and your loved ones.
