Finance & Investment · Montreal, Canada

Finance & Investment Experts in Montreal, Canada

Browse 41 verified Finance & Investment professionals based in Montreal, Canada on Prezlo.

Finance & Investment📍 Montreal, Canada
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If you're looking for a verified and licensed Finance & Investment expert in Montreal, Canada, these trusted professionals are a strong starting point. Their specialties include Portfolio Management, Investment Strategy, Wealth Management and Portfolio Diversification. Every profile on Prezlo is reviewed and confirmed, with credentials, licenses, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Aleks L.

Aleks L.

Portfolio Management, Investment Strategy, and Risk Assessment

Finance & Investment 📍 Montreal, Canada
Portfolio ManagementInvestment StrategyRisk Assessment
John Scrimgeour

John Scrimgeour

Wealth Management | Finance based in Montreal

Finance & Investment 📍 Montreal, Canada
Wealth ManagementPortfolio DiversificationRetirement Planning
Marla Goodwin, CPA, CA

Marla Goodwin, CPA, CA

Financial Consulting authority | Cfo Services

Finance & Investment 📍 Montreal, Canada
Financial ConsultingCFO ServicesStrategic Financial Planning
Pradeep Chandra

Pradeep Chandra

Retirement Planning | Investment Strategies | Insurance Solutions

Finance & Investment 📍 Montreal, Canada
Retirement PlanningInvestment StrategiesInsurance Solutions
Nicolas MINKA

Nicolas MINKA

Finance & Investment | Personal Financial Planning

Finance & Investment 📍 Montreal, Canada
Personal Financial PlanningInvestment ManagementRetirement Planning
Jasmin Denault

Jasmin Denault

Finance & Investment focused on Client Experience Optimization and Operational Transformation

Finance & Investment 📍 Montreal, Canada
Client Experience OptimizationOperational TransformationTeam Development and Engagement
Adam Drouin

Adam Drouin

Investment Strategy Development and Retirement Planning expert

Finance & Investment 📍 Montreal, Canada
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Paolo Policarpio

Paolo Policarpio

Connecting Diverse Communities through Strategic Financial Engagement

Finance & Investment 📍 Montreal, Canada
Diversity and Inclusion in FinanceCommunity Engagement StrategiesEvent Management in Financial Services
Darrell Jacobsen

Darrell Jacobsen

Cfo Recruitment professional in Montreal

Finance & Investment 📍 Montreal, Canada
CFO RecruitmentExecutive SearchLeadership Advisory
Carl Wiseman

Carl Wiseman

Portfolio Management authority | Risk Assessment

Finance & Investment 📍 Montreal, Canada
Portfolio ManagementRisk AssessmentInvestment Strategy Development
Mathew Borden, CIM

Mathew Borden, CIM

Finance & Investment professional in Portfolio Management

Finance & Investment 📍 Montreal, Canada
Portfolio ManagementRetirement PlanningTax-Efficient Investing
Roberto Pietracupa

Roberto Pietracupa

Finance & Investment leader in Wealth Management and Portfolio Diversification

Finance & Investment 📍 Montreal, Canada
Wealth ManagementPortfolio DiversificationRisk Assessment
Julie Burelle

Julie Burelle

Investment Strategy Development with expertise in Estate Planning

Finance & Investment 📍 Montreal, Canada
Investment Strategy DevelopmentEstate PlanningPortfolio Management
Alexandre Petion

Alexandre Petion

Retirement Planning specialist in Montreal

Finance & Investment 📍 Montreal, Canada
Retirement PlanningInvestment ManagementTax Optimization
Andreas Schonfelder

Andreas Schonfelder

Retirement Planning authority | Investment Management

Finance & Investment 📍 Montreal, Canada
Retirement PlanningInvestment ManagementTax Optimization
Jia Hao He

Jia Hao He

Financial Security Advisory practitioner | Investment Strategy Development

Finance & Investment 📍 Montreal, Canada
Financial Security AdvisoryInvestment Strategy DevelopmentClient Relationship Management
Andrew Rinaldi

Andrew Rinaldi

Personal Finance Management, Investment Strategies, and Credit Optimization

Finance & Investment 📍 Montreal, Canada
Personal Finance ManagementInvestment StrategiesCredit Optimization
Sonia Jones

Sonia Jones

Finance & Investment focused on Retirement Planning and Investment Management

Finance & Investment 📍 Montreal, Canada
Retirement PlanningInvestment ManagementTax Optimization
Jamie Ritchie

Jamie Ritchie

Guiding Investment Strategies for Sustainable Growth in Montreal

Finance & Investment 📍 Montreal, Canada
Portfolio ManagementRisk AssessmentInvestment Strategy Development
Andrea Miles, CFA

Andrea Miles, CFA

Guiding Family-Owned Businesses to Financial Resilience and Growth

Finance & Investment 📍 Montreal, Canada
Wealth Management for Family BusinessesInvestment Strategies for High Net-Worth IndividualsFinancial Planning for Succession
Alex Nguy, Pl. Fin.

Alex Nguy, Pl. Fin.

Financial Planning For Physicians | Investment Strategies For Healthcare Prof...

Finance & Investment 📍 Montreal, Canada
Financial Planning for PhysiciansInvestment Strategies for Healthcare ProfessionalsTax Optimization for Medical Practitioners
Valerie Marquis, CIM

Valerie Marquis, CIM

Finance specializing in Investment Strategy Development and Client Relationsh...

Finance & Investment 📍 Montreal, Canada
Investment Strategy DevelopmentClient Relationship ManagementPortfolio Diversification
Paul Livingston

Paul Livingston

Financial Strategy Development practitioner | ERP Implementation

Finance & Investment 📍 Montreal, Canada
Financial Strategy DevelopmentERP ImplementationFundraising Optimization
Komi Wisdom Agounon

Komi Wisdom Agounon

Personal Financial Planning: Investment Portfolio Management

Finance & Investment 📍 Montreal, Canada
Personal Financial PlanningInvestment Portfolio ManagementRetirement Planning
Steve Sebag

Steve Sebag

Tailored Wealth Management Strategies for High-Net-Worth Individuals

Finance & Investment 📍 Montreal, Canada
Portfolio ManagementRetirement PlanningTax Optimization
Jonathan Lecomples, F. Pl

Jonathan Lecomples, F. Pl

Finance professional in Retirement Planning

Finance & Investment 📍 Montreal, Canada
Retirement PlanningInvestment ManagementTax Optimization
Simon Georges

Simon Georges

Investment Strategy Development practitioner | Retirement Planning

Finance & Investment 📍 Montreal, Canada
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Melissa James

Melissa James

Investment Strategy Development, Retirement Planning, and Tax Optimization

Finance & Investment 📍 Montreal, Canada
Investment Strategy DevelopmentRetirement PlanningTax Optimization
Seany P

Seany P

Philosophy Student Enhancing Client Relations in Wealth Management

Finance & Investment 📍 Montreal, Canada
Client CommunicationFinancial AdministrationInvestment Strategy Support
Syed Jafri

Syed Jafri

Retirement Planning and Investment Strategies expert

Finance & Investment 📍 Montreal, Canada
Retirement PlanningInvestment StrategiesTax Optimization
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