Best Financial Planners in Montréal

Are you looking for a financial planner in Montréal Québec? Well look no further! We have you covered with our hand picked list of top 10 financial planners in-and-around the Montréal area.

Montréal is a vibrant, wealthy city and there are no shortages of successful, trustworthy financial planners to help you reach your goals, and achieve your dreams.

If you have comments or would like to suggests edits to this list, feel free to contact us here.

Steve Koncevich

Do you want personalized service and advice to develop a long-term investment plan? The time for retirement is approaching and you want to know if you are on the right track? Is your portfolio well put together to provide you with the income you need over the long term? Are you at the peak of your career but worried about the possibility of early retirement? Would you be able to achieve your goals?

Here are some concerns where I can help you … My mission for more than 25 years: Your financial independence I am proud to contribute to the financial independence of my clients, many of whom have trusted me to manage their portfolios for over 25 years. My expertise and my regular follow-up with portfolio managers allow me to offer you personalized advice in developing your investment portfolio and your retirement plan.

I accompany you in good weather / bad weather, so that you always stay on course to achieve your long-term financial goals. Your overall financial health is important, which is why I advocate a comprehensive approach to consider your budget and estate planning needs. The best savings plan will go down the drain if you don’t plan to protect your income in the event of illness or injury.

Nader Hamid

After graduating in Finance from McGill University (Montreal), Nader began his career as an Investment Advisor in 2002. The North American economy was still staggering from the burst of the tech bubble.

He noticed that the majority of the industry was narrowly focused on maximizing short-term investment returns and had suffered during the financial landscape of that time.

Nader saw an opportunity to instead focus on helping his clients’ reach their financial goals by using a diversified approach.  Using highly personalized, holistic wealth planning strategies combined with a conservative game plan, Nader brought a fresh, long-term perspective to clients – they loved the strategy.

For three consecutive years, Nader has been recognized as one of the Top 50 Advisors in Canada by Wealth Professional. The client-centric approach of his team at TWM Group gave him the runner-up position in 2019. Both in 2019 and 2020, he was the advisor from Quebec with the highest position in the ranking.

Jonathan Green

Jonathan Green has been providing professional financial advice since 1976. He guides highly successful business owners, professionals, and their families on a variety of matters dealing with wealth transition and business succession. He understands the importance of aligning estate planning, shareholder agreements, wills and life insurance so that all personal and business objectives are integrated.

Jonathan is highly accomplished in his field and holds professional designations as a Chartered Life Underwriter (CLU), Certified Financial Planner (CFP), and Chartered Financial Consultant (Ch.FC).

Jonathan’s personal philosophy is centered on giving value to his clients, helping them achieve their goals, striving to be the best at what he does, establishing long-term relationships and of course, having fun! Jonathan is married to Cindy, they have two wonderful children, Dana and Adam and particularly enjoy outings with their grandchildren. For Jonathan, it is all about family! He also enjoys skiing and golfing with friends both in Montreal and their home in Florida.

Jean-Philippe Bélisle

Jean-Philippe is co-founder and leads the companies LB Corporation and Gamma Gestion de Patrimoine as Vice Chairman and Chief Financial Officer.

Passionate about finance and business, he devotes part of his time to getting involved in the Chamber of Commerce community as President of the Jeune Chambre de Commerce de Saint-Laurent et Mont-Royal.

Jean-Philippe began his career in agriculture as a manager. Following his studies in management, he found his way into the world of finance. Soon accumulating five licenses issued by the Autorité des marchés financiers and a title of Financial Planner, not to mention five and a half years of experience in a major national banner, he co-founded the company Gamma Gestion de Patrimoine inc. by putting forward an innovative concept of financial planning on time. He has surrounded himself with a team of talented professionals to meet the needs of clients concerned about their financial success.

His expertise makes him a trusted resource for all Canadians.

Josiane Gagnon

Depending on your needs, I’ll help you make informed financial choices to plan your savings, protect your savings from unpredictable events, and prepare you financially for the future.

Ferhan Patel

Ferhan Patel is a Canadian FinTech Executive with proven tactical and progressive insights as evidenced by his professional and personal accomplishments. From an early age, Ferhan showed an aptitude for computer science, academia and hard work. He also quickly developed a passion for entrepreneurship – which was no surprise given that many members of his family are also gifted with sound business acumen. Furthermore, Ferhan’s displayed a dual desire and ability to find solutions to problems from a very early age. In 2003, Ferhan Patel graduated from Concordia University where he earned a Bachelor’s Degree in Computer Science and Information Systems.

Dan Trezub

  • Do you have a nice job with a nice salary?
  • Do you feel you are never in control of your money?
  • Do you think you should be able to show more for the money you make?
  • Do you feel you never have money to afford the things you want?
  • Do you feel you are always broke?

Believe me, I get you… Been there, done that.

Come with me.

I’ll take you from this shitty place where you feel like you never have any money (and are always broke) to a new, exciting place where:

  • You have absolute clarity about how to use your money better.
  • You can save for the first time in your life.
  • You are able to do stuff you never felt you could afford, or you pay off your debt.
  • You use your money in a sustainable and meaningful way!

Caroline Nalbantoglu

Caroline has had 25 years in the financial planning industry. As a fee- only financial planner she can formulate objective action plans that enable her clients to attain their financial goals.

She holds a Bachelor of Business Administration from Concordia University. She is a member of the Chartered Administrators of Quebec and she holds the following designations:
C. Adm. F.Pl., RFP, CFP.

She is often quoted in the media for her expertise and regularly contributes to the Family Finance columns in the National Post.

Anthony Pascale

Anthony is a financial advisor with Experior Financial Group, an independent financial services firm. His specialties include retirement planning, tax-efficient investments, and income protection. Based in Quebec and Ontario he works with clients throughout Canada.

Many of Anthony’s clients are in the aviation business. Their in-flight responsibilities and variable travel schedules make it challenging to seek an advisor who can help them. From a young age, Anthony enjoyed travelling and the many cultures he encountered. His love for airplanes later inspired him to attain a pilot’s license at the age of 19. He later joined the airlines where he filled a number of positions from ticket agent to president of the flight attendant association. This exposure enabled him to learn and solve the unique lifestyles and financial challenges of airline employees. The financial industry appealed to Anthony because of his desire to help clients and empower them to understand how money works.

Anthony guides them in finding better investment options by breaking down the financial process so they can understand and feel more confident in making financial decisions. He has facilitated pilots and flight attendants secure their retirement goals and increased their cash flow and build their wealth. Anthony brings over 5 years of experience in the financial services industry. Over the course of his career, he has earned credentials including being top Senior Financial Advisor in Canada for investments in 2018 and 2019.