Top Financial Services Companies in Montreal (105)
As the world’s largest asset manager, BlackRock partners with investors around the globe to help them (and those on whose behalf they invest) plan for life’s most important goals – like retirement, home ownership and their children’s education. Our clients range from governments, foundations and other large institutions to those investing on behalf of individuals, including firefighters, nurses, teachers and...
BlackRock's Top Stability & Growth Strengths
Strong Revenue Growth: Revenue increased year over year in 2025 and accelerated further in early 2026, with adjusted operating income also rising. This points to broad-based top-line momentum beyond a single period.
Strong Market Position & Advantage: The company is characterized as the world’s largest asset manager with record-high assets under management and leading ETF scale. This scale advantage underpins continued client inflows and platform reach.
Diversified Revenue Streams: Growth is coming from multiple engines, including iShares ETFs, active strategies, private markets, and technology services such as Aladdin, alongside newer digital-asset offerings. This breadth reduces reliance on any single product line.
Desjardins Group is the largest cooperative financial group in North America and the fifth largest cooperative financial group in the world, with assets of $435.8 billion as at March 31, 2024. It was named one of Canada's Best Employers by Forbes magazine and by Mediacorp. To meet the diverse needs of its members and clients, Desjardins offers a full range...
We're modernizing a $50 billion industry, one firm at a time. Tax preparation hasn't changed in decades. We're replacing low-value admin with intelligent automation, so preparers can focus on advice, not paperwork.
Symcor is a Canadian digital transformation and business-process services company that helps organizations securely exchange data and operate critical processes. Its solutions span payments, fraud prevention, business-process automation, and data-driven digital services. Founded by three major Canadian financial institutions, Symcor originally focused on cheque processing and financial-document printing and now supports mission-critical industries with secure, scalable services for clients across...
FORVIS, LLP ranks among the nation's top 10 public accounting firms. FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences. FORVIS was formed in 2022 through the combination of two firms with more than 150 years combined experience, both committed to providing high-quality personal service. FORVIS brings a distinct legacy of what it...
Forvis Mazars 's Top Stability & Growth Strengths
Strong Revenue Growth: Global revenue has increased year over year, and the U.S. business also posted gains across Tax, Assurance, and Consulting. The trajectory points to sustained momentum across core service lines.
Market Expansion: The organization significantly expanded its footprint by forming a new global network and adding offices in additional U.S. markets. Headcount and presence have grown in major metros, indicating broader reach.
Strong Market Position & Advantage: The firm is consistently ranked among the top 10 in the U.S. and operates within a top‑10 global network following the Mazars combination. Industry recognition and sector depth reinforce a competitive standing outside the Big Four.
ClearEstate wants to change the way estates are settled. Settling an estate can take months and cost thousands of dollars, thereby making an emotionally taxing process even more difficult for estate executors. To make matters worse, executors are often left to their own devices and forced to figure it out as they go. We know there’s a better way. By...
Accelerate your innovation and R&D intelligence! Boast specializes in helping organizations claim and access eligible R&D tax credits, minimizing audit risks and time-consuming processes in Canada and the United States. Boast combines in-house technical and R&D tax expertise with the latest AI technology to help companies effortlessly navigate the complexities of tax credits, enabling them to focus on what they do...
BPM LLP is a leading public accounting and advisory firm dedicated to helping clients achieve success in work and life. They provide a comprehensive range of services, including audit, tax, and strategic advisory solutions. The firm focuses on fostering an inclusive environment and leveraging expansive expertise to deliver exceptional experiences for emerging mid-cap businesses, closely held companies, and high-net-worth individuals.
We help make money work for the world — managing it, moving it and keeping it safe. As a leading global financial services company at the center of the world’s financial system, we touch nearly 20% of the world’s investable assets. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the...
BNY's Top Stability & Growth Strengths
Profitability: Record 2025 revenue and net income, alongside a higher pre‑tax margin and strong ROTCE, indicate enhanced earnings power.
Cost & Operational Efficiency: Positive operating leverage through 2025 and guidance for more than 100 bps in 2026, with expense growth below revenue, reflect disciplined cost control and efficiency initiatives.
Strong Market Position & Advantage: Record assets under custody/administration and momentum in multi‑product client relationships underscore scale and platform advantages in core custody and securities services.
Mackenzie Investments is a Canadian global asset manager that provides investment management, advisory, and related financial services to retail and institutional clients. Founded in 1967, it operates through specialized investment teams and multiple product offerings, including mutual funds, segregated funds, pooled funds, pension funds, ETFs, and structured products. The firm distributes its services through several channels in North America and...
Fundica is an award winning, AI-powered funding search engine licensed by some of the largest financial institutions in North America. Using Fundica, these financial institutions and other entrepreneur-supporting organizations help business prospects and clients effortlessly identify and apply for the most relevant government and bank complementary funding available while also gaining valuable data about these businesses and their needs.
Investissement Québec is the go-to partner for foreign and Québec-based businesses seeking to make a go of it in the province. You can count on our experienced team, resources and financial solutions to assist you on the road to success. Working out of 17 offices across Québec and 12 more around the world, our experts have a thorough understanding of...
impak’s mission is to help investors and lenders make more sustainable decisions by providing them with assessments that go beyond ESG and include both the negative and positive impacts of their assets, whether listed or private. A leading investor-based impact rating agency – impak offers human augmented transparent, comparable, measurable, and rigorous environmental and social data (impact data). The goal...
Morgan Stanley mobilizes capital to help governments, corporations, institutions and individuals around the world achieve their financial goals. For over 85 years, the firm’s reputation for using innovative thinking to solve complex problems has been well earned and rarely matched. A consistent industry leader throughout decades of dramatic change in modern finance, Morgan Stanley will continue to break new ground...
Morgan Stanley's Top Stability & Growth Strengths
Strong Revenue Growth: Financials are highlighted by record net revenues across full-year and recent quarters, alongside broad-based gains in major divisions. Feedback suggests continued momentum with notable year-over-year increases in revenue and earnings.
Profitability: Earnings and diluted EPS are described as rising in tandem with top-line growth, indicating strong margins and capital efficiency. Observations point to record net income and consistent outperformance versus expectations.
Strong Market Position & Advantage: The firm is often portrayed as a top-tier or leading player in investment banking, wealth management, and capital markets. Industry rankings and awards underscore prominent standing and influence across core businesses.
Forvis Mazars Group SC is an independent member of Forvis Mazars Global, a leading global professional services network. Operating as an internationally integrated partnership in over 100 countries and territories, we specialise in audit, tax and advisory services.
As a professional services company, Ayming partners with businesses and institutions around the world to unlock lasting value, year after year. Translating complex policy into opportunities, while managing the transformation that comes with growth. We go beyond consulting, collaborating in the field with clients of all sizes and sectors. So we can deliver tangible results across Innovation, HR and Taxes,...
Marcus & Millichap was founded in 1971 with the goal of being a new kind of company – one driven by long-term relationships and built on a culture of collaboration. We focus on bringing together specialized market knowledge, the industry's leading brokerage platform and exclusive access to inventory to achieve exceptional results for our clients, year after year. Today, we are...
Definity Financial Corporation is the parent company to some of Canada’s most long-standing and innovative property and casualty insurance brands and companies, including Economical Insurance, Sonnet Insurance, Family Insurance Solutions, and Petline Insurance. We focus on making insurance better for our customers, our employees, our broker partners, and our communities. Our promise to employees is to provide a workplace that’s collaborative,...
At State Street, we partner with institutional investors all over the world to provide comprehensive financial services, including investment management, investment research and trading, and investment servicing. Whether you are an asset manager, asset owner, alternative asset manager, insurance company, pension fund or official institution, you can rely on us to be focused on your challenges. We are committed to...
State Street's Top Stability & Growth Strengths
Strong Market Position & Advantage: Colleagues are often seen as benefiting from State Street’s top-tier standing in global custody/administration and its role as a systemically important provider to institutional investors, reinforced by industry recognition such as Global Custodian of the Year.
Resilient & Sustainable Growth: Colleagues are often seen as supported by expanding core scale metrics, with assets under custody/administration and assets under management reaching record levels and increasing year over year, alongside a sizable backlog of won-but-not-yet-installed mandates that indicates forward demand.
Strong Revenue Growth: Colleagues are often seen as operating within a business showing revenue momentum, including year-over-year increases in quarterly total revenue and fee revenue, with management highlighting record fee and total revenue in the quarter.
