Trusted Network of Professionals

Trusted Network of Professionals

At Montreal Wealth Management, we believe true financial wellness is about more than just your portfolio. Our clients often seek guidance in other important areas of life—and over the years, we’ve built a strong network of trusted professionals to help them.

From accountants and legal experts to home service providers and retirement coaches, these are people and companies we know, trust, and recommend with confidence.

Featured Professionals

Accountants (CPA – Chartered Professional Accountants)

Whether it’s tax planning, business accounting, or financial consulting, these trusted professionals are here to help:




Notary Services

For wills, real estate transactions, mandates, and legal documentation:

Legal Services – Lawyers & Family Law

Expert advice for personal, family, or business legal matters:

Retirement Coaching

Plan your future with intention. We recommend:

Additional Recommended Professionals

Beyond finances, our clients often need referrals for trusted services around their homes, events, or personal needs. Here are other professionals we confidently recommend:

Why We Do This

When you trust us with your financial future, we take it seriously—and that means helping you make informed decisions in every area of life. Whether it’s connecting you to a notary or helping you find the right contractor, we’re here to support your journey with reliable, vetted professionals.


Have a question or need a referral not listed above? Contact us — we’re happy to help.

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