When my team and I first started looking for reliable financial advisors, Nexus Finance made it to the top of our list. The whole process here is simple: clear, direct, and no messy hoops to go through.

They focus on tailored solutions for businesses, so they aren’t ideal for individuals. All kinds of businesses are welcome here, though.

Let’s talk about the process, which is easy as 1-2-3. The funding, once the application is approved, can get to you in just two business days—and that’s without perfect credit scores.

Their variety of offerings can also help business owners in Montreal find exactly the right solution for their goals. 

Plus, they can assist with faster bank approvals, find long-term financing models, and advise on the most reliable short-term funding. It’s basically anything a business needs in terms of funding. 

Furthermore, their track record speaks for itself, with over 4500 approved applications throughout the years!

Finally, the highly professional team deserves applause. Despite having good relationships with banks, we didn’t see any bias in their bank funding solutions, because they were transparent and weren’t pushy.

Everything went smoothly

“I had a fantastic experience working with Nexus Finance, and I can’t recommend them highly enough. Arek was incredibly knowledgeable, professional, and genuinely helpful throughout the entire process. He took the time to understand my needs, explained everything clearly, and made sure I felt confident every step of the way. It’s rare to find someone so dedicated and easy to work with. Thanks to Arek and the Nexus Finance team, everything went smoothly and exceeded my expectations. Highly recommended!”

– Urban St. Donair, Google Review

Highly professional, responsive, and committed

“Working with Nexus Finance has been a great experience. Their team is highly professional, responsive, and committed to delivering fast, tailored solutions that truly meet their customers’ needs. It’s clear they prioritize both efficiency and service quality—making them a trusted partner in the financial space.”

– Ilse Frutos, Google Review

It was no shocker when Unison Financial Solutions made it to our list. A financial advisor who caters to individuals (residents and newcomers to Quebec) and businesses makes them accessible in Montreal.

Plus, their services vary a whole lot. They assist in financial planning, insurance strategies, and wealth management, which covers an individual’s whole life plan.

Their financial advisors, including a CLU (estate planning and life insurance expertise), speak French, English, and Mandarin. We were also pleased with their expertise, as they advise middle and high-income individuals in diverse communities.

While we appreciate that their team works completely online, a couple of in-person sessions sprinkled here and there could help build more trust. But it’s not like it’s tough to rely on them, because it’s easy.

For instance, connecting with them is easy because they take the time to analyse their clients’ financial situation. And when we spoke with previous and current clients, they were understanding, patient, and not judgmental.

Professional and responsive

“I had an excellent experience working with Jeffrey and his team. They were professional, responsive, and took the time to analyze my financial situation. The process was smooth from start to finish, and I felt confident knowing I was getting the best coverage for my needs. I highly recommend their services.”

– Steven, Google Review

Made the entire process feel easy

“My husband and I had a wonderful experience working with Adrien as our financial security advisor. He took the time to walk us through all of our life insurance options with patience and clarity, making sure we felt informed and confident in our decisions. Adrien was not only knowledgeable, but also incredibly approachable—he answered all our questions and made the entire process feel easy and stress-free. We’re grateful for the care and attention he provided, and we wouldn’t hesitate to recommend him to anyone looking for trusted financial guidance. Thank you, Adrien!”

– Victoria Cools, Google Review

When it comes to finding the right insurance, Montreal Life Financial Group is one of the top options. They’ve been in business for over 25 years and are equipped with financial advisors with decades of experience in Montreal.

Part of their expertise is helping individuals and business owners in financial planning, and that includes looking for solutions that will meet your goals, needs, and economic situation.

One example is finding the right insurance that’s financially feasible. They do this by getting quotations from different companies, including top insurers, whether you’re looking for a long-term or a universal solution that will cover all bases.

While they cover tax savings and loans, their financial advisors are limited to these and insurance. Their offerings aren’t as extensive as we’d like, since it doesn’t address most aspects of financial planning.

Nevertheless, their financial advisors know how to advise the right solutions for any budget. They made the whole thing easy, even finding the best rates that their clients could afford, without pushing for the insurers they usually work with.

Took time to understand my financial goals

“I had an amazing experience with Montreal Life Financial Group! The team took the time to understand my financial goals and provided me with a solid plan to grow my investments. They made the entire process easy to understand and stress-free. Whether it’s retirement planning, insurance, or mortgages, they truly know their stuff. I appreciate their honesty and dedication—definitely the best financial service I’ve worked with!”

– Juri List, Google Review

Life changing

“These guys are some of the most intelligent people I have ever met in my 50 years of living. I’m so glad to have them in my circle as my financial advisors. Life changing. Thank you.”

– Ryan Taheri, Google Review

One of our most trusted financial advisory services is Rothenberg Wealth Management, which caters to clients across the region. They have over four decades of experience, having seen the ups and downs of the financial market.

Their services cover various needs, from tax to retirement planning. In addition, they offer investments and mutual funds since they joined Harbourfront Wealth Management as an independent team, which is a member of CIPF and CIRO (regulatory bodies).

Furthermore, they can offer insurance and plans through their Rothenberg & Rothernberg division. Basically, they’ve got every aspect of financial planning covered.

Their clientele doesn’t include every Montrealer, though—only individuals with over half a million available to invest. Businesses aren’t their main focus as well, unfortunately.

That doesn’t make them inaccessible in any way, since introductory calls with a financial advisor are available.

Also, their cost-based fees make them more attractive to clients. Those we conversed with appreciated this new structure, considering it’s more transparent instead of commission-based fees.

Professionalism has been exceptional

“My parents and I have dealt with Rothenberg, and with Tina Patel to be specific, for over 30 years. Her professionalism has been exceptional. She has also been very kind and caring to my parents as they got older and a fondness and trust was built over the years. She often took the time to explain things, never judged or rushed them. My dealings with Tina, in support of my parents has been wonderful as well. I highlighly recommend her.”

– Frances Cheslo, Google Review

Took time to explain each investment

“Mylène was very informative and helpful as she took the time to explain each investment in my portfolio and the best strategies that I can benefit from. I’m satisfied with Rothenberg’s service since I opened my account with them 8 years ago.”

– Evan Lupovici, Google Review

Services Financier Daniel Katev, an independent financial security advisor, focuses on advising clients on the best insurance and investments to ensure their wealth is protected for the future.

He’s also an accountant, which may not seem like a big deal, but there’s an advantage: tax-efficient financial planning. Plus, he’s someone who knows your tax history, so you can plan your financial strategies while knowing the effects on your taxes.

We appreciate that, despite being a small firm that charges reasonable rates, he still caters to businesses and individuals. The limitations? His limited financial planning services, and he doesn’t specialise in large businesses.

You can also get a complimentary consultation to see how he works. He’s easy to talk to, and he knows how to explain complex things in a way that’s easy to understand.

He’s a reliable financial advisor in Montreal, overall. Based on what we’ve seen, he understands the financial world of Quebec and offers financial advice that works best for every budget.

Has always been competent

“Daniel has been my accountant since my first day in Canada, back in 2004. Since then I have moved to different provinces, had a Corporation, moved to the States, owned property and he has ALWAYS been competent with financial planning, tax returns, payroll services, my professional corporation financials. All of this works for me, you decide for yourselves.”

– Ivo Pumpalov, Google Review

Highly knowledgeable in Canadian tax laws and financial management

“Daniel is highly knowledgeable about Canadian tax laws and financial management. His approach is holistic—he’s not only helping me organize my documents for tax filing, but also improving my understanding of Canadian and Quebec taxes. Beyond that, he’s teaching me how to manage my finances more effectively in both my personal and business life.

Truly a tax accountant, financial advisor and money mentor in one.

I can’t recommend his services enough!”

– Justin James, Google Review