Fee-only Financial Planner in Montreal

Find A Fee-Based or Fee-Only Financial Planner In Montreal

The #1 Hub To Choose Your Fee-Based or Fee-Only Financial Planner In Montreal and The Surrounding Area. Compare Montreal's Best Financial Advisors Effortlessly.

Archer MD - Fee-only Financial Planner in Montreal

Christian Boucher

CFP®, AVA, Pl. Fin.

Archer MD

Cédrik is a FANTASTIC financial advisor!


He takes all the time necessary to answer my questions, make sure I understand my options and guides me in my decisions.


I would recommend him to any of my friends and colleagues!

karen farag

Unison Financial Solutions - Fee-only Financial Planner in Montreal

Jeffrey/Hao Wu

Pl. Fin

Unison Financial Solutions

Jeffrey and his team did a tremendous work for my wife and I!


As someone who works in the financial industry and who sees first hand how advisors approach their clients, I can confidently say that the team's approach was top notch.


Although my wife and I have a fairly good understanding of wealth management/insurance, Jeffrey took the time to explain all the nuances, answer all our questions and build a financial plan for us to make sure that our needs would be fully met.


During the whole process, he was available and kept us in the loop.


Thank you and we look forward to working with you again in the future!

Frederic Morrisseau

Brian Boulais

CFA®, Portfolio Manager

Rothenberg Wealth Management

I have been a client of Rothenberg’s since the 1980’s and have always been completely satisfied with their competent and polite service.


My husband opened his account with them shortly afterwards and we have recommended Rothenberg to several of our family members and friends.


For years now, we have dealt with Mrs. Tina Patel who always is most helpful, competent and polite in person or on the telephone.


Bravo, Rothenberg! Continue to provide your excellent service.

ruth/fernand chalifoux

Ralph Zeidan Wealth Management - Fee-Only Financial Planner in Montreal

Ralph Zeidan

Pl.Fin

Ralph Zeidan Wealth Management

Working with Ralph has been a true pleasure.


He is a professional, friendly, and helpful individual who made the process of setting up investments and insurance seamless.


Ralph was always available to answer any questions I had and was able to do so in a timely and kind manner.


I highly recommend him to any business owners in need of investment and insurance guidance.

Christine Lelacheur

Choosing Your Next Fee-Only Financial Planner

F.O.F. (Fee Only Financial) strives to deliver a simple user experience to financially driven Canadians looking for a Fee-Based Advisor or a Fee-Only Financial Planner near them. 

Easily compare the best Certified Financial Planners and Financial Advisors in Montreal to help guide you in your financial planning journey.

Are you looking to get matched with a Canadian Financial Planner?

Fill out the short questionnaire above and we'll connect you with a Fiduciary Fee-Only Financial Planner or Fee-Based Financial Advisor that aligns with your goals and interests.