Find financial services in Montreal

Founded as a family firm in 1979, the values with which we were established still hold true today - to treat you, our client, as though you were a member of our family, to understand your concerns and values and to support you in an atmosphere of caring and trust. Kerr Financial is a boutique, fee-only Personal Wealth Management Firm providing all of

Summexx Financial Group is an independent financial services firm operating in Montreal, Canada. We specialize in advising business owners, executives, professionals and retirees in growing and protecting their assets. We work in tandem with our clients in developing strategies that achieve growth while mitigating risk. In doing so, we also put an

Plan A Capital actively supports its clients and partners in the development, financing and execution of power and infrastructure projects, and in the creation of deal flow in these sectors. Plan A Capital was established in 2014 by a team of executives who accomplished successful transactions for the investment division of a large integrated engineering

Expertus is a leader in the Canadian FinTech industry, providing innovative payment platforms to the worldwide financial community ecosystem. Expertus offers distinctive capabilities to financial institutions, investment managers, corporates, regulatory agencies and market infrastructures, since 2001. The financial industry is experiencing a profound

We work exclusively with you.for you. For over 35 years, the Oberoi name has been offering their clients peace of mind through various insurance, investment and financial products. Being a family run firm, we recognize each client as an individual and understand the importance of creating a customized plan tailored to your specific needs. As a broker

It's that simple. There is nothing more reassuring than to hold a full analysis of your current financial situation, and to consider options for sustaining and protecting your wealth for the future. That's what we call our "Good night's sleep" guarantee. Ask us for your personal review today! Stephen J. Hall Financial aims at making you confident and