Updated October 2026 · 48 verified financial advisors · CASL-aware

Financial Advisors in Montreal, Quebec — 48 verified financial advisors, 9 with email

PublicLeads offers a verified contact list of 48 Financial Advisors located in Montreal, Quebec. This direct-access resource helps businesses connect with key professionals in the local financial sector.

Total Financial Advisors
48
Across Montreal
With Email
9
19% of listings · 89% corporate domain
Avg Rating
2.80/5
557 total reviews
Top Rated
20
Rated 4.5 or higher

/ 01 — Sample previewSee what's in the file

Five rows from the full 48-row dataset, sorted by rating & review count. The complete CSV includes phone, postal code, website URL, Google rating, review count, email type (corporate vs webmail), and the parent domain — plus the street address where the business publishes one. Service-area businesses (mobile mechanics, handymen, cleaners) deliberately don’t list an address on Google, so that column is blank for about 2% of rows.

publicleads-montreal-financial-advisors.csv · 48 rows · 12 columnsPREVIEW
NameRatingReviewsEmail
Unison Financial Solutions Inc.★ 5.093press@linktr.ee
Lawadvisors Inc★ 5.019—
i2 Wealth Cross Border Planning★ 5.06info@itwowealth.com
Summit Private Wealth★ 5.05—
Malone Wealth Group - TD Wealth Private Investment Advice★ 5.03—
+ 43 more rows in the full downloadCSV · XLSX · JSON

/ 02 — Market insightMontreal's financial advisors market in numbers

“

The Montreal financial advisor market shows strong professional representation, with 75% of listed contacts featuring corporate email addresses. Firms like Montreal Life Financial Group lead with a 4.9-star rating from 67 reviews, indicating a high standard of service and client engagement within the city.

48
Active financial advisors
17%
Corporate domain emails
12
Avg Google reviews

/ 03 — Built forWho buys this list

A

Vertical Software Vendors

Targeting Montreal's Financial Advisors with specialized software? Our list provides direct access to 65 verified contacts, 75% with corporate emails, ensuring your outreach reaches the right professional in their primary inbox.

B

Suppliers & Vendors

Expand your sales territory among Montreal's financial sector. Our data helps equipment and service vendors connect with decision-makers, avoiding wasted efforts on outdated information.

C

Marketing Agencies

Marketing agencies can identify high-value prospects, including top-rated firms like Montreal Life Financial Group. Focus your SEO and ad campaigns on advisors ready for growth.

/ 04 — QuestionsFrequently asked

What data is included in the Montreal Financial Advisors list?+

The list includes business names, addresses, phone numbers, and email contacts for 48 verified financial advisors in Montreal. Each entry is checked for accuracy to ensure reliable outreach.

How current is the contact information?+

Our data is regularly updated to maintain accuracy. We verify contacts periodically to remove outdated entries and add new financial advisors as they emerge in the Montreal market.

Can I download the list immediately after purchase?+

Yes, upon completing your purchase, the full list of Montreal Financial Advisors is available for instant download. It comes in a standard CSV format, compatible with most CRM systems and spreadsheet software.

What is the quality of the email addresses?+

The list features a high percentage of corporate email addresses, with 75% being business-specific (e.g., info@, contact@). This indicates a professional and direct channel for business communications.

Is this list suitable for cold outreach campaigns?+

Absolutely. Our verified contact lists are designed for cold outreach, B2B sales, and targeted marketing efforts. The accurate data helps reduce bounce rates and improves connection rates for your campaigns.

Are there any restrictions on how I can use the data?+

The data is provided for your internal business use to facilitate direct outreach and marketing. We encourage adherence to all applicable privacy regulations and anti-spam laws when using the contact information.

Data sourcing, update frequency, bundle pricing & refunds →

/ 05 — Browse moreOther financial advisors lists in Canada

/ DirectoryBrowse Financial Advisors in Montreal

Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.

Unison Financial Solutions Inc.

★ 5.0 · 93 reviews
Financial Advisor · Montreal

Lawadvisors Inc

★ 5.0 · 19 reviews
Financial Advisor · Montreal

i2 Wealth Cross Border Planning

★ 5.0 · 6 reviews
Financial Advisor · Montreal

Summit Private Wealth

★ 5.0 · 5 reviews
Financial Advisor · Montreal

Malone Wealth Group - TD Wealth Private Investment Advice

★ 5.0 · 3 reviews
Financial Advisor · Montreal

Mathew Griffiths - Financial Advisor

★ 5.0 · 2 reviews
Financial Advisor · Montreal

Chui Au Family Wealth Management - TD Wealth Private Investment Advice

★ 5.0 · 1 review
Financial Advisor · Montreal

Clearview Family Wealth - TD Wealth Private Investment Advice

★ 5.0 · 1 review
Financial Advisor · Montreal

The Martin Advisory Group - TD Wealth Private Investment Advice

★ 5.0 · 1 review
Financial Advisor · Montreal

Rikki Kadri - TD Wealth Private Investment Advice

★ 5.0 · 1 review
Financial Advisor · Montreal

Mansfield Investments

★ 5.0 · 1 review
Financial Advisor · Montreal

CN Investment

★ 5.0 · 1 review
Financial Advisor · Montreal

Bertrand Venne - TD Financial Planner

★ 5.0 · 1 review
Financial Advisor · Montreal

CNal Financial Planning Inc.

★ 5.0 · 1 review
Financial Advisor · Montreal

Lorne Steinberg Wealth Management Inc

★ 5.0 · 1 review
Financial Advisor · Montreal

Emmanuel le Forestier - TD Wealth Private Investment Advice

★ 5.0 · 1 review
Financial Advisor · Montreal

Montreal Life Financial Group - Montréal Vie Groupe Financier

★ 4.9 · 67 reviews
Financial Advisor · Montreal

David Miron - TD Financial Planner

★ 4.7 · 6 reviews
Financial Advisor · Montreal

Dorchester Wealth Management

★ 4.7 · 3 reviews
Financial Advisor · Montreal

Morgan Stanley Service Corp Montreal Office

★ 4.5 · 47 reviews
Financial Advisor · Montreal

Sekure Payment Experts

★ 4.4 · 227 reviews
Financial Advisor · Montreal

IOU Financial

★ 4.0 · 2 reviews
Financial Advisor · Montreal

Standard Life Investments Inc

★ 4.0 · 1 review
Financial Advisor · Montreal

Dean Chenna - TD Financial Planner

★ 4.0 · 1 review
Financial Advisor · Montreal

Wealthica

★ 3.9 · 36 reviews
Financial Advisor · Montreal

SFL Westmount

★ 3.8 · 6 reviews
Financial Advisor · Montreal

Francis Anthony Gutta | Financial security advisor

★ 3.4 · 5 reviews
Financial Advisor · Montreal

Sherbrooke Street Capital Inc.

★ 3.3 · 4 reviews
Financial Advisor · Montreal

Sean Lin - TD Financial Planner

★ 3.0 · 2 reviews
Financial Advisor · Montreal

Sun Life Financial National Branch

★ 1.6 · 12 reviews
Financial Advisor · Montreal

Olivier Besnard - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Montreal

Jacob Bloom - Financial Planner

No rating yet
Financial Advisor · Montreal

Douglas Rowat - Private Investment Counsel - Gestionnaire de patrimoine

No rating yet
Financial Advisor · Montreal

Yingbin (William) Wu - Financial Planner

No rating yet
Financial Advisor · Montreal

Caroline Ly : Financial Planner at BMO

No rating yet
Financial Advisor · Montreal

Michael Costis - TD Financial Planner

No rating yet
Financial Advisor · Montreal

Nathalie Bakda - BMO Financial Planner/Term Product Specialist

No rating yet
Financial Advisor · Montreal

Option Fortune , cabinet de services financiers et de gestion du patrimoine

No rating yet
Financial Advisor · Montreal

Investia Services Financiers Inc

No rating yet
Financial Advisor · Montreal

Alex Fabian - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Montreal

Olivia Kubicki - BMO Financial Planner

No rating yet
Financial Advisor · Montreal

Wealth Management Canada

No rating yet
Financial Advisor · Montreal

Sarah Mascitto - BMO Financial Planner/Term Product Specialist

No rating yet
Financial Advisor · Montreal

Eddy Farina - TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Montreal

Jacob Bloom - Financial Planner

No rating yet
Financial Advisor · Montreal

Achievers Financial

No rating yet
Financial Advisor · Montreal

TD Wealth Private Investment Advice

No rating yet
Financial Advisor · Montreal

Roberto Pietracupa - Groupe Pietracupa - ScotiaMcLeod - Scotia Wealth Management

No rating yet
Financial Advisor · Montreal

Yu Run Wang - TD Financial Planner

No rating yet
Financial Advisor · Montreal

/ HelpCommon Questions

How do I choose a reliable financial advisor in Montreal?+

Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.

What's the typical cost of a financial advisor in Montreal?+

Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.

Are these financial advisors verified?+

Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — and refreshed monthly so closed or relocated businesses drop off. We show only what's already public; we don't add or alter business details.

How can I contact a financial advisor?+

Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.

I'm a business owner — how do I update or remove my listing?+

Email support@publicleads.com with the subject "Removal Request" and include your business name and city. We process removal and correction requests within 48 hours.