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    Best Specialists Financial Advisor Montreal Near Me

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    1. Anthony Pascale - Experior Financial Advisor - Savane

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    Anthony Pascale - Experior Financial Advisor
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    Address: 5000 Rue Jean-Talon O Suite 290, Montreal, Quebec H4P 1W9, Canada

    Schedule: Open until 12:00 AM

    Telephone: +1 514-292-2687

    Business type: Financial consultant

    2. Mathew Griffiths - Financial Advisor - René-Lévesque

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    Mathew Griffiths - Financial Advisor
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    Address: West, 1350 Boulevard René-Lévesque O Suite 300 (3rd floor, Montréal, QC H3G 1T4, Canada

    Schedule: Closing soon: 5:00 PM

    Business type: Financial consultant

    Review

    "He is knowledge, responsive and really has your best interest in ..."

    3. MCA Cross Border Advisors Inc. Montreal - René-Lévesque

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    MCA Cross Border Advisors Inc. Montreal
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    Address: 1200 McGill College Ave Suite 1900, Montreal, Quebec H3B 4G7, Canada

    Schedule: Closing soon: 5:00 PM

    Telephone: (877) 839-7111

    Business type: Financial consultant

    Business: We are a cross border tax, investment, and financial planning firm with consultants having extensive experience working with Canadians moving to the US, Americans moving to Canada, USA citizens living in Canada, and more. Visit our website to know more.

    4. Stephane Beauchamp - TD Financial Planner - René-Lévesque

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    Stephane Beauchamp - TD Financial Planner
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    Address: 1401 Rue de Bleury, Montreal, Quebec H3A 2H6, Canada

    Telephone: +1 514-842-2488

    Business type: Financial planner

    Business: I’m a trained and licensed TD Wealth Financial Planner in Montreal. Together, we'll create a detailed Financial Plan. Contact me today.

    5. Dan Aron - Raymond James Ltd. - Pointe-Claire

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    Dan Aron - Raymond James Ltd.
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    Address: 1 Holiday Ave Ste 305, Pointe-Claire, Quebec H9R 5N3, Canada

    Telephone: +1 514-782-5988

    Business type: Financial consultant

    6. Rodney Beveridge - Investment Advisor (Scotia Capital Inc.) - René-Lévesque

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    Rodney Beveridge - Investment Advisor (Scotia Capital Inc.)
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    Address: 2055 Rue Peel #200, Montréal, QC H3A 1V4, Canada

    Schedule: Open until 9:00 PM

    Telephone: +1 514-499-6967 ext. 229

    Business type: Financial planner

    7. Yun Wei (David) He - Investment Advisor | Manulife Securities / Conseiller en placements | Placements Manuvie - Port-Maurice

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    Yun Wei (David) He - Investment Advisor | Manulife Securities / Conseiller en placements | Placements Manuvie
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    Address: 5365 Rue Jean-Talon E Suite 500, Montréal, QC H1S 3G2, Canada

    Schedule: Closing soon: 5:00 PM

    Telephone: +1 514-448-7600 ext. 318

    Business type: Financial consultant

    8. Eddy Mrad, Financial Planner / Investment Advisor - Bois-Francs

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    3 reviews
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    Eddy Mrad, Financial Planner / Investment Advisor
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    Address: 3100 Blvd. Cote-Vertu Ouest #505, Saint-Laurent, Quebec H4R 2J8, Canada

    Schedule: Closing soon: 5:00 PM

    Telephone: +1 514-999-9280

    Business type: Financial consultant

    Review

    "Eddy is a great advisor, he gave me great tips on how to manage my ..."
    Business: We provides clients with timely and effective financial guidance to bring their dreams and life goals to fruition.

    9. IG Wealth Management - PATRICE GERVAIS, Financial security advisor - Savane

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    IG Wealth Management - PATRICE GERVAIS, Financial security advisor
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    Address: 8250 Decarie Blvd Suite 200, Montreal, Quebec H4P 2P5, Canada

    Telephone: +1 514-733-1796

    Business type: Financial planner

    10. Lengvari Financiere Inc - René-Lévesque

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    Lengvari Financiere Inc
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    Address: 2115 Rue de la Montagne Bureau 100, Montréal, QC H3G 1Z8, Canada

    Telephone: +1 514-871-1808

    Business type: Financial consultant

    Business: Lengvari Financial is a family business established over 60 years ago. We provide financial security; financial planning, investments and insurance.

    11. Michael Lazarus - Raymond James Ltd. - Du Collège/Hodge

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    Michael Lazarus - Raymond James Ltd.
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    Address: 9999 Cavendish Blvd #311, Saint-Laurent, Quebec H4M 2X5, Canada

    Telephone: +1 514-782-7237

    Business type: Financial consultant

    12. TD Wealth Private Investment Advice - René-Lévesque

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    TD Wealth Private Investment Advice
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    Address: 1350 René-Lévesque Blvd W 9IèME Étage, Montreal, Quebec H3G 1T4, Canada

    Telephone: +1 514-289-8400

    Business type: Investment service

    Business: TD Wealth Investment Advisors in Montréal will work with you one-on-one to design a unique and personalized investment and wealth plan. Talk to us today.

    13. Sun Life Financial Advisor Van Tan Ngo, F. Pl. - René-Lévesque

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    Sun Life Financial Advisor Van Tan Ngo, F. Pl.
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    Address: The Dominion Square Building, 1010 Saint-Catherine St W, Montreal, Quebec H3G 1R3, Canada

    Telephone: +1 514-867-8268

    Business type: Financial planner

    14. Liliana Danila - Financial Security Advisor Montreal - Pointe-Claire

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    8 reviews
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    Liliana Danila - Financial Security Advisor Montreal
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    Address: 6100 Trans-Canada Hwy #110, Pointe-Claire, Quebec H9R 1B9, Canada

    Schedule: Open until 7:00 PM

    Telephone: +1 514-677-5459

    Business type: Financial consultant

    Review

    "Mrs. Danila assisted me choosing the best suitable solution for my ..."
    Business: To get the best insurance plan we’re building relationship. We’re dedicated finding for you insurance plans you would not find anywhere else.

    15. Sun Life Financial - Nouveau-Bordeau

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    5 reviews
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    Sun Life Financial
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    Address: 1600 Henri-Bourassa Blvd W #370, Montreal, Quebec H3M 3E2, Canada

    Schedule: Closing soon: 5:00 PM

    Telephone: +1 514-419-7200

    Business type: Financial consultant

    Review

    Their website mentions financial advice
    Business: At Sun Life, we help our clients achieve lifetime financial security and live healthier, happier lives. We offer trusted insurance products and secure access to your employee benefits, including health claims and group savings plans. Plus, our advisors are here to help you meet your financial goals and needs.

    16. Raymond James Ltd - René-Lévesque

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    Raymond James Ltd
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    Address: 1000 de La Gauchetière, W St Suite 2600, Montréal, QC H3B 4W5, Canada

    Schedule: Closed ⋅ Opens 8:30AM Mon

    Telephone: +1 514-394-3000

    Business type: Financial consultant

    Business: A diversified financial services firm, focused on providing trusted advice and tailored, sophisticated solutions for individuals and institutions.

    17. Kerr Financial - René-Lévesque

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    2 reviews
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    Kerr Financial
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    Address: 1000 Sherbrooke West, 1000 Sherbrooke St W, Montreal, Quebec H3A 3R2, Canada

    Schedule: Closing soon: 5:00 PM

    Telephone: +1 514-871-8213

    Business type: Financial planner

    Business: We are a fee-only Personal Wealth Management Firm that offers financial planning, tax, investment management, estate planning services & more. Visit us now!

    18. Financial Consulting - Parc-Extension

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    Financial Consulting
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    Address: 6830 Park Ave, Montreal, Quebec H3N 1W7, Canada

    Schedule: Closing soon: 5:00 PM

    Telephone: +1 514-904-0313

    Business type: Financial planner

    19. Lawadvisors Inc - Vieux-Montréal

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    17 reviews
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    Lawadvisors Inc
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    Address: 614 Rue Saint-Jacques Suite 400, Montréal, QC H3C 1E2, Canada

    Schedule: Closing soon: 5:00 PM

    Telephone: +1 514-954-1888 ext. 201

    Business type: Financial consultant

    Review

    "If you ever need a financial advisor, Norman Law is the gentleman ..."
    Business: LAWADVISORS Inc. is a top Montreal insurance broker & financial advisor for individuals and businesses. Personalized wealth management & financial planning.

    20. Assante Financial Management Ltd. - Savane

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    2 reviews
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    Assante Financial Management Ltd.
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    Address: 5050 Rue de Sorel #105, Montréal, QC H4P 1G5, Canada

    Telephone: +1 514-738-7538

    Business type: Financial consultant

    Business: CI Assante Wealth Management advisors simplify the financial planning process by providing you with strategies to grow your wealth and meet your financial goals.

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