Find wealth managers in Montreal

Incorporated in 1987, Lester Asset Management is an independent discretionary portfolio management firm serving private clients, family offices, charitable foundations and institutional investors, while exercising a fiduciary duty to always act in its clients' best interest. The Firm is committed to preserving and growing the financial wealth of its

There has never been a more important time than the present, to be smart with your money. If you are like most investors today who are looking for the route to financial freedom, you will need a clear direction and a roadmap to prosperity. At Royal Wealth, we are changing the way you see financial planning. First, our independent structure is key to

This business was built on passion and dedication to help serve his community, his family and his friends. Les Machan Sr's brilliance and positive energy were the source that enriched the lives of all that had the honor of knowing him. He was often found saying that he lived every day like it was his last. Because he did, all with the ultimate goal

At Rothenberg we believe each person is unique. Our approach is focused on a personalized overview of the client's needs, their stage of life, and their comfort zone. Founded in 1979, The Rothenberg Group is one of Canada's leading independent employee-owned financial services brokers. Being independent allows us to give you unbiased recommendations