2 Best Gold IRA Investment Companies Near Me in Montreal, QC – Investment Opportunities & Options for Your TFSA or RRSP Account
Best Rated Sponsor
Montreal Life Financial Group – Montréal Vie Groupe Financier
ADDRESS: 6500 Rte Transcanadienne, Montréal, QC H4T 1X4, Canada
NUMBER: +1 514-416-3478
SERVICES: Investments & Savings, Personal Insurance, Tax Savings, Mortgages & Loans, Disability Benefits Coverage, Critical Illness Insurance
OFFICE HOURS
| Mon | 9:00 AM – 7:00 PM | |
|---|---|---|
| Tue | 9:00 AM – 7:00 PM | |
| Wed | 9:00 AM – 7:00 PM | |
| Thu | 9:00 AM – 7:00 PM | |
| Fri | 9:00 AM – 7:00 PM | |
| Sat | 10:00 AM – 5:00 PM | |
| Sun | 10:00 AM – 5:00 PM |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I had an amazing experience with Montreal Life Financial Group! The team took the time to understand my financial goals and provided me with a solid plan to grow my investments. They made the entire process easy to understand and stress-free. Whether it’s retirement planning, insurance, or mortgages, they truly know their stuff. I appreciate their honesty and dedication—definitely the best financial service I’ve worked with! – Juri List
REVIEW #2 – Montreal Life Financial Group has been a game-changer for me. Their team is knowledgeable, professional, and truly cares about their clients. They helped me optimize my investments, secure a great mortgage rate, and even maximize my tax savings. Thanks to their guidance, I feel much more confident about my financial future. Highly recommend them to anyone looking for expert financial advice! – zak niselshtein
REVIEW #3 – Montreal Life has managed my RRSPs for over a decade. Even during the market dips I was making good returns. Couldn’t recommend them more. – Nikki T.
REVIEW #4 – I’ve been with Montreal Life for about 6 years now. I got hurt and had to make a claim on my disability insurance, thankfully Kyan walked me through the whole process and it was actually very easy. The best advisors – Manal Flah
REVIEW #5 – I have had a great Experience with Montreal Life Insurance. Caleb and Andreas are really great with what they do. They have made a perfect INSURANCE plan for me and as well as my BUSINESS. HIGHLY RECOMMENDED. – Sandeep Baryar
Recommended Sponsors
Find a Gold IRA Near Me with the Best Gold Investment Options for Your TFSA or RRSP Account
Unison Financial Solutions Inc.
ADDRESS: 1155 Rue Metcalfe Ste 220, Montreal, Quebec H3B 2V6, Canada
NUMBER: +1 514-548-3439
SERVICES: Estate planning, Financial planning, Insurance purchase consulting, Wealth management, Annuity Plans, Responsible Investment Planning, Life Insurance, Retirement Planning
OFFICE HOURS
| Mon | 8:30 AM – 5:30 PM | |
|---|---|---|
| Tue | 8:30 AM – 5:30 PM | |
| Wed | 8:30 AM – 5:30 PM | |
| Thu | 8:30 AM – 5:30 PM | |
| Fri | 8:30 AM – 5:30 PM | |
| Sat | CLOSED | |
| Sun | CLOSED |
>>> BEST CUSTOMER REVIEWS
REVIEW #1 – I’ve had the pleasure of working with the team at Unison for several years, and they have consistently been outstanding. As a former advisor myself, I tend to be quite particular about the financial professionals I work with, which makes it all the easier to recommend this team without hesitation.
They are knowledgeable, efficient, and highly responsive, while always maintaining a patient and personable approach. Jeff sets a great tone for the organization with his professionalism and commitment to service, and I’ve also recently worked with Adrien (their newest team member) who has been a fantastic addition — attentive, capable, and a pleasure to deal with.
A truly excellent group to work with. – Martin Berger
REVIEW #2 – I’ve been working with Jeffrey for about a year now, and it’s been a truly great experience. He knows his stuff, explains everything clearly, and always makes sure he listens and understands my goals before giving any advice. His recommendations have been practical, balanced, and easy to follow.
He’s quick to respond, very attentive, and overall just really kind and nice. We also get along well personally, which makes every conversation feel easy and enjoyable. And of course the investment performance this past year have been excellent.
Really happy to have him as my advisor. Highly recommend! – Diane Gu
REVIEW #3 – I had an excellent experience working with Jeffrey and his team. They were professional, responsive, and took the time to analyze my financial situation. The process was smooth from start to finish, and I felt confident knowing I was getting the best coverage for my needs. I highly recommend their services. – Steven
REVIEW #4 – A colleague of mine recommended Jeffrey and his team at Unison Financial Solutions Inc. several years ago and it was the best move I’ve made.
Jeffrey took the time to do a thorough review of my financial situation and what my goals were for the future. I wasn’t always easy to connect with but he persevered and the outcome has been great.
I finally feel that I will have the resources to retire and know that if I have any questions or concerns, Jeffrey and his team are there to help. – Lisa Hepburn
REVIEW #5 – My husband and I had a wonderful experience working with Adrien as our financial security advisor. He took the time to walk us through all of our life insurance options with patience and clarity, making sure we felt informed and confident in our decisions. Adrien was not only knowledgeable, but also incredibly approachable—he answered all our questions and made the entire process feel easy and stress-free. We’re grateful for the care and attention he provided, and we wouldn’t hesitate to recommend him to anyone looking for trusted financial guidance. Thank you, Adrien! – Victoria Cools
REVIEW #6 – We had an excellent experience working with Adrien. From the very beginning, he was patient, attentive, and incredibly knowledgeable. He took the time to understand our situation and answered every question we had along the way. What really stood out was how he helped us find coverage that truly aligned with our needs and long-term goals without ever making us feel rushed or overwhelmed. Adrien’s professionalism and support made the entire process smooth and reassuring. We’re very grateful for his help and would highly recommend him to anyone looking for thoughtful, personalized experience. – Meletis Peppas
REVIEW #7 – I’ve had a great experience with Adrien Dumas so far! He’s been extremely helpful in guiding and assisting me through my financial journey as well as helping me understand the options that are available to me. He’s taken the time to understand my goals and has also been very considerate of my needs. He provides a personalized, non-judgmental, and holistic approach all while being patient and kind. I trust his professional judgement, have confidence in his skills, and feel well supported by him. Thanks Adrien! – Sherihane Lazrag
REVIEW #8 – I strongly comment the diligence and expertise of Jeffrey Wu of Unison Financial Solutions Inc. Despite my portfolio being of quite modest (sub-$M) value and in low-risk investments, Jeffrey has managed it expertly to provide sustained, significant growth, year over year. I wish him and his Organization all success! – Terry Gomez
REVIEW #9 – Jeffrey has been my advisor for the last 3.5 years, and he have really helped with my financial planning. He takes the time to understand your needs and gives personalized advice that best suits your needs. He’s very responsive, and is quick to answer any questions you might have. Really enjoyed my time with him, and I highly recommend him. – Tat Sin Leau
REVIEW #10 – Jeffrey and his team offer a true 360 picture of financial planning and they always go above and beyond! I’m a business owner and Jeffrey took on my personal planning as well as corporate employee benefits and pension. His strategies are well thought out and extremely personalized for my needs to get me and my team the max benefits. 1000% recommend! Very trustworthy team. Thank you Jeffrey for your support! – Zoey Li
REVIEW #11 – I first started working with Jeffrey and his team a few years ago when I needed help with retirement planning. They are extremely knowledgeable, very responsive and completely trustworthy. Jeffrey has guided me through the uncertainty of the pandemic and thanks to his reassuring and very knowledgeable financial advice, I am looking forward to a secure and comfortable retirement. I highly recommend Jeffrey and his team! – Lynn Landrigan
REVIEW #12 – 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! – Frédéric Morrisseau
REVIEW #13 – Jeffrey has been a great help setting up my first insurance products. He is comprehensive of your situation and financial knowledge level, and adapts well to your needs, desires, opinions and decision-making speed. He makes sure you understand everything. Overall a great experience so far and would highly recommend! – Patrick Chammas
REVIEW #14 – Jeffrey is an exceptional young man, professional and cares a lot of his clients needs. Being a new parent, he was flexible with the time and day to sit down and meet with my husband and I to discuss our future and to ensure that our daughter is well looked after financially. I would highly recommend him to my family/friends who are looking for a transparent great service ! – Brigitte Ooi
REVIEW #15 – Jeffrey Hao Wu is a very trustworthy person when it comes to financial, tax and insurance advices. He responded my questions in a timely manner. And he is always patient walking me through details. I have a busy working life. He is the person who actively reminds me important matters and prepares solutions for me. On a personal level, he is an easy-going and warm person. I highly recommend him to everyone. – Dream Adreamer
REVIEW #16 – Jeffrey and his team are work hard and professionally to help my family for all financial planning and life insurance. Their are always here to help us when we needed. Jeffrey is very patient and explains us everything in detail, step by step. We are so happy to have him. – keling da
REVIEW #17 – Jeffrey and his team have been quite helpful in a time where I was making a transition between jobs. They were able to review and address all of my concerns, working with me to develop a plan for my finances that I was comfortable with, as well as providing me with sound advice based off their experience. I appreciate that they were flexible with setting up meetings and I always felt my time was valued. I am looking forward to continuing to work with them in the future. – Justin
REVIEW #18 – I had the great pleasure of working with Jeffrey Wu at Sun Life for my insurance needs. Jeffrey provided expert advice, and always took the time necessary to answer my questions, help me understand the policies, and make informed decisions. I would highly recommend Jeffrey and his team for your insurance needs. – Chris Frankel
REVIEW #19 – I had an exceptional experience with Unison Financial Solutions Inc. Their professional approach and expert financial planning services exceeded my expectations. The team was knowledgeable, attentive, and genuinely cared about my financial goals. I feel more confident about my financial future thanks to their guidance. I highly recommend Unison Financial Solutions for anyone seeking top-notch financial advice and planning. – Geoffrey Ottinger
REVIEW #20 – Recently, I had the pleasure of working directly with this team, and I can’t recommend them enough. Julien helped to secure group insurance for work: His attention to detail, responsiveness, and sheer dedication to assisting clients shone through in every interaction. His insights were invaluable, making the whole process streamlined and efficient. With Jeffrey, his knowledge was evident, and his dedication to providing value-driven solutions is truly commendable. It’s clear that he’s not just in this profession for business; his genuine intent to uplift and help the community shines brightly.
Their collective commitment to serving the LGBTQ+ community, and ensuring that clients can be authentic, adds an invaluable layer to their services. For any business owner, their expertise in not only personal finance but also in group benefits and insurance solutions is indispensable. The intimate digital experience they offer, combined with their modern tools, is a testament to their client-centric approach.
In essence, if you’re looking for a team that genuinely prioritizes people and their needs in the realm of financial solutions, Jeffrey, Julien, and the Hao Wu Financial Solutions team should be your go-to. Their licensed expertise across QC, ON & BC ensures you’re in the most trustworthy and capable hands in Canada 🙂 – Seasy Huang
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