Best Financial Advisors In Montreal Near Me

4worldlovers:
Ready to talk? Here are a couple of questions to think about before we meet:

What are your goals? Think about what you want to achieve now and in the future.

During our first meeting, we’ll look carefully at your specific needs and help you develop a personalized approach. We’ll help you prepare for risks along the way and take advantage of new opportunities.

Find a lifetime of financial security and work towards a healthier life by exploring some of our insurance and investment products. A Sun Life Financial advisor can help you develop a comprehensive plan to take you through all of life’s stages.

Insurance - Help protect yourself and the people who depend on you with life and health insurance.

Investment - Save and invest your money now, then turn your savings into retirement income.

Make planning for your financial future and retirement easier with some of our tools and calculators.

Life insurance calculator - In just 2 minutes, calculate how much life insurance you may need.

4worldlovers: 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 the financial services your family needs under one roof. Our services include comprehensive Family Office management, Financial Planning, Investment Management (through Kerr Financial Advisors), Accounting & Tax Advisory and Estate Settlement, provided by a diversified staff of professionally designated advisors that work closely together for your family. We combine a broad range of services with deep technical knowledge to provide comprehensive & robust solutions.

Family offices combine private wealth management advisory services with family education & governance to support ultra-high net worth families to create the best financial and non-financial legacy for future generations. Kerr Financial's Family Office specializes in providing customized financial services to clients ranging from business owners to families who have accumulated wealth over many generations.

Kerr Financial's integrated investment management service offers clients the combination of multi manager investment management, financial planning and tax return preparation & planning - all offered from the same team in a way that complements and enhances overall effectiveness.

4worldlovers:
We strive to provide our clients with a complete & detailed solution to all their financial needs. We go beyond our job description to ensure that each client has a suitable plan in place. A tailored plan that meets all their short & long term objectives.


We make ourselves available outside of the regular 9 to 5 because we know that our clients lead a busy life. We adjust our procedures & solutions to accommodate our clients' unique requirements.

Let us show you how we have given hundreds of our clients' peace of mind.

After completing my Bachelor’s in Finance at Concordia University (JMSB), I started my career in the investment sector. It was while working there that I realized I was very passionate about two things: numerical analytics and serving clients. After a few years in the investments industry, I decided to embark on a new challenge by joining the corporate finance world. I soon realized that I was moving away from my true passion, so I returned back into the investment world and opened my own practice.

We serve all our clients with the same level of integrity, quality and personalized service. You are not just a number. We believe that each client has a unique and personal situation and following one standardized path is not the answer.

My first opportunity to work in the financial services industry came in the late 2000s, as a part-time administrative assistant for a financial planner. I was constantly impressed to see how much time & effort he devoted to helping his clients. A few years later, I partnered up with Alex to create our own practice. Having completed my Chartered Investment Management (CIM) and Insurance of Persons early on, I’ve combined my expertise to better serve and assist our clients.

With a broad range of specialists on our side, we can focus on the fundamentals of our practice, which is centered on taxation, retirement, estate, succession planning & corporate accounts. We understand every customer is different, as are their needs. Just like a tailor-made suit, we provide a custom solution for each individual.

*Alex Melkonian provides insurance and financial planning services as an independent representative and these services are offered independently of PEAK Investment Services Inc. PEAK Investment Services Inc. is registered as a mutual fund dealer, restricted dealer, scholarship plan dealer and is limited to investment products such as mutual funds and guaranteed investment certificates.

*Alexander Cankul provides insurance services as an independent representative and these services are offered independently of PEAK Investment Services Inc. PEAK Investment Services Inc. is registered as a mutual fund dealer, restricted dealer, scholarship plan dealer and is limited to investment products such as mutual funds and guaranteed investment certificates.

A complete financial plan goes beyond simply choosing the right investments. It is an aggregate of many areas that link together to complete a client’s full situation. We put our focus in 6 key areas. This allows us to evaluate which aspects are not optimized and need further efforts. Once all these areas are thoroughly analyzed, only then can a complete financial recommendation be made.

" Alex is trustworthy. He always answers or calls back within minutes. He made sure I understood how my investments work, how RRSPs work, how much I can put in my TFSA ... He provides a great service and is always there to answer all question. Alex has my best interest at heart and makes me feel like my money is safe with him. "

" When I came to discuss the options that were available for my finances, I was impressed with the personalised professional service and advice Alex gave me. The financial plan prepared was tailored to my situation and future needs. I felt very comfortable in putting my finances in his hands. I have no hesitation in recommending his services with complete trust. Thank you for the continuous help, looking forward to continuing working together. "

4worldlovers:
Building Financial Foundations For Families To Empower Them Today And Leave A Legacy For Tomorrow


Experior Financial Group Inc. has experienced associates throughout Canada who can assist you in reaching your financial goals. You can have one of our highly trained and licensed agents meet with you to assist you with creating a personalized financial pathway that meets your families unique needs and goals. Contact us to arrange a free, no-obligation meeting with an Experior associate in your area. We’ll assist you in getting the insurance coverage you need, investments that work for you in your unique financial situation and so much more.


Get out of debt years faster, potentially saving you thousands of dollars in interest and shaving years off your mortgage and debt payments.

Set up proper saving plans for retirement, education and future goals.


Help you review your insurance needs including establishing proper coverage amounts and potentially lowering your costs significantly.

With 15+ years of experience in the financial industry, I am honored to be a part of the fastest growing MGA across Canada “Experior financial group” with over 750+ advisors. Our specialty is family financial planning and retirement planning. We handle our clients long term investment needs (TFSA’s/RRSP’s/Open investments), and properly protect them while their money grows with the suitable insurance products (UL /Whole Life /Term).

4worldlovers: We offer a wide range of financial services aimed at individuals and businesses. Our approach involves closely working with our clients to ensure that we thoroughly understand their situation as well as their future goals and objectives. Our expertise and time-tested methods to wealth management allow us to successfully plan strategies tailored to meet all our customers needs.

4worldlovers:
Montreal Financial provides accounting, tax and strategic consulting services to small businesses, startups and self employed individuals that want to take control of their finances, understand their businesses and improve their bottom line.


Every business owner has a unique set of circumstances. Our consulting services recognize that and are customized to your individual situation. Whether you are thinking about starting your business or want to take it to the next level, we can help you identify your challenges, remove the overwhelm that often comes with being a business owner and come up with actionable solutions.


My name is Ronika Khanna. I am a Chartered Professional Accountant (CPA, CA) and Chartered Financial Analyst (CFA). I started my career in Montreal and then moved to Bermuda where I worked as an accounting professional for two multinational firms, in the investment and reinsurance industries. After 7 years of being on a lovely, but tiny island with perhaps an excessive amount of humidity, I decided to move back to Montreal. where I immediately took a job as the Controller for a company, that has now gone public.


While my career was interesting and fulfilling, I realized that I derived greater satisfaction when working directly with small businesses where I could make more of a difference. In 2008 I decided to launch my own small business as an accountant and financial consultant to other small businesses. Establishing yourself when you are a new and unknown business is always difficult, but I enjoyed the challenge. I started blogging in my spare time and was open to almost any opportunity that came my way. This helped me gain experience and focus on the areas where I could provide most value.