Montreal Financial Advisor

The uniqueness of Quebec’s legislative and cultural context requires a particular skillset when managing wealth in the province. Among our 5-Star Advisors, you’ll find Certified Financial Planners (CFP®), Canadian and US Chartered Accountants, Chartered Financial Analysts (CFA), and estate planning lawyers. These specialists work together to offer clients integrated cross border professional services.

This fee-only wealth management firm is based in Montreal and Ottawa, and offers both individual and institutional clients a comprehensive suite of services including investment advisory, tax planning, and estate planning. Their team of experts is committed to providing objective and factual advice without conflict of interest or hidden fees.

Why You Need a Montreal Financial Advisor for Your Financial Goals

Tulett, Matthews & Associates is an independent wealth management firm that provides clients with core recommendations and coaching so they can achieve their financial objectives over the long-term. The firm also helps clients prepare for life’s unexpected events, such as the onset of COVID-19, by creating a strategic plan that is designed to withstand market fluctuations and other challenges.

This top-rated Montreal Financial Advisor specializes in working with emerging affluent and high-net-worth individuals, business owners, professionals, retirees, or people in transition. Their team of experts uses a holistic approach to investing, which includes tax planning, risk management, and education funding, among other services. The firm’s commitment to objectivity and client-centered focus earns them a spot on our 2022-2023 list of the best Montreal financial advisors. This fee-based wealth management firm is a fiduciary, which means they are legally obligated to put their clients’ interests ahead of their own.