Top Financial Services Companies in Montreal (105)
Protect Group leads in enhancing customer experiences and boosting revenue through innovative, tech-driven solutions. Our flagship product, Refund Protect, allows customers to upgrade their tickets for a full refund, offering peace of mind and creating new revenue streams for partners. We also offer Salary Protect, providing UK employees 100% of their net salary during illness at no cost to employers....
We have been saying “Welcome Home” since the very first day we opened for business. For decades, our team of dedicated professionals has helped people put down roots, even when they thought it wasn’t possible. We have changed the way lending is done in this country and changed countless lives along the way. Home Trust began in 1977 with a goal...
Forvis Mazars Group SC is an independent member of Forvis Mazars Global, a leading professional services network. Operating as an internationally integrated partnership in over 100 countries and territories, Forvis Mazars Group specialises in audit, tax and advisory services. Present in Luxembourg for more than 20 years, we are recognised both nationally and internationally for our industry expertise and the...
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,...
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.
CIBC is here to help all our clients reach their goals. We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want. With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you...
CLV Group is a leading Ottawa-based real estate company with over 50 years of experience in property development, management, and community support. They offer a fully integrated real estate asset management platform specializing in multi-family residential and mixed-use properties. Their comprehensive services include acquisitions, real estate and mortgage brokerage, construction, and property management, focusing on creating sustainable living spaces and...
i2c Inc. drives innovation to the global digital payments and banking industry with a multi-function platform built for endless possibilities. Advanced “building block” processing technology at its core provides a vast suite of credit, debit and prepaid solutions—all from a single global SaaS platform. This enables clients to dynamically configure payment solutions with unparalleled flexibility, agility and performance while maintaining...
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.
At Mercer, we believe in building brighter futures. Together, our 25,000 employees in over 130 counties are helping redefine the future of work, reshape retirement and investment outcomes, and unlock real health and well-being. For over 75 years, we’ve provided trusted advice and solutions to build healthier and more sustainable futures for our clients, colleagues and communities. Balancing...
Mercer's Top Stability & Growth Strengths
Strong Market Position & Advantage: Colleagues are described as operating within a firm that is consistently identified as a top player in human resources consulting and is positioned as a leading global provider in investments/retirement advisory and OCIO services, supported by very large advised and outsourced asset figures and broad global operations.
Strong Revenue Growth: Colleagues are described as being part of a business reporting year-over-year revenue increases in 2024 and 2025, with both full-year and quarterly results indicating continued expansion within the period covered.
Diversified Revenue Streams: Colleagues are described as supported by multiple major practices—Health and Benefits, Wealth/Investments and Retirement, and Career/Workforce—where growth in some lines (Health and Wealth) can offset softer performance in others.
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including...
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.
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...
SS&C Black Diamond Wealth Solutions is the premier suite of technology and services built to simplify operations, strengthen client relationships, and support the long-term growth of wealth management firms.
Flinks enables businesses to connect to their customers’ financial accounts, enrich this data, and utilize it to deliver better digital products. Trusted by millions of consumers, and serving innovators in lending, FinTech, digital banking, asset management and insurance, Flinks is becoming a global leader in financial data open banking and analytics. To learn more, visit www.flinks.com
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...
Aviva is a multinational insurance and financial services company, offering a diversified range of products including insurance, wealth management, and retirement solutions. It is the UK's leading diversified insurer.
Trolley is the end-to-end payouts platform built for the internet economy, helping businesses make and manage payouts to contractors around the globe. Finance and product teams across hundreds of organizations—including Envato, Downtown Music, Bugcrowd, GoTo, & Viral Nation—use Trolley to automate processes and enable payouts at scale. Annually, Trolley sends billions of dollars in 210+ countries and territories, with over...
Aviva is nothing without our people. Living up to our purpose to be with you today for a better tomorrow applies to those we work with just as much as it does to our customers. We want Aviva to be a place where people can be themselves, and we want our workforce to reflect the customers and communities we serve....
