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AI Visibility Index · September 2026

Financial advisors in Montreal that AI assistants recommend

We asked ChatGPT, Claude and Gemini the four questions a buyer asks when looking for financial advisors in Montreal, three times each, in French, and counted who they named. These are the businesses named in two or more of the 36 answers.

Check whether AI names youSee the ranking

Names are printed as the assistants wrote them. We have not checked that any of them is good, open, or real.

Financial advisors · Montreal
50%of answers named PWL Capital
Answers
36
Businesses named
44
Named only once
26
Named by 2+ assistants
11 of 18
Named again on a rerun
43%

Edition September 2026. Download the data

Asked for financial advisors in Montreal, ChatGPT, Claude and Gemini most often named PWL Capital (50% of answers), IG Gestion de patrimoine (31%) and RBC Gestion de patrimoine (25%). Across 36 answers they named 44 different businesses, 26 of them only once. Each of four buyer questions was asked three times, in French, in September 2026.

The ranking

The AI Recommendation Rate is the fraction of the 36 answers that named a business. The range under it is a 95% confidence interval: where two ranges overlap, the gap between those businesses could be chance.

Financial advisors in Montreal named by AI assistants, September 2026
#BusinessAI Recommendation RateChatGPTClaudeGeminiQuestionsAvg. position
1PWL CapitalIs this your business?50%95%: 35 to 66%100%25%25%4 of 41.8
2IG Gestion de patrimoineAlso written Groupe InvestorsIs this your business?31%95%: 18 to 47%17%42%33%3 of 43.7
3RBC Gestion de patrimoineAlso written Gestion de patrimoine RBCIs this your business?25%95%: 14 to 41%8%25%42%3 of 43.1
4Banque Nationale Gestion privée 1859Is this your business?22%95%: 12 to 38%0%42%25%3 of 42.8
5BMO Gestion privéeAlso written BMO Gestion privée de placements, BMO Gestion privée de patrimoineIs this your business?22%95%: 12 to 38%0%17%50%2 of 42.9
6Gestion de patrimoine AssanteAlso written Conseils en placement AssanteIs this your business?17%95%: 8 to 32%0%8%42%2 of 42.7
7Desjardins Gestion de patrimoineAlso written Gestion de patrimoine DesjardinsIs this your business?17%95%: 8 to 32%17%8%25%2 of 42.8
8Fiera CapitalIs this your business?14%95%: 6 to 29%0%17%25%1 of 42
9RBC Dominion valeurs mobilièresIs this your business?14%95%: 6 to 29%17%17%8%2 of 42.6
10CIBC Wood GundyIs this your business?14%95%: 6 to 29%0%0%42%2 of 45.2
11Gestion de patrimoine TDIs this your business?11%95%: 4 to 25%0%25%8%2 of 43.5
12RichterAlso written Richter Family OfficeIs this your business?8%95%: 3 to 22%25%0%0%1 of 42
13Placements MackenzieIs this your business?8%95%: 3 to 22%0%0%25%2 of 44
14Financière Liberté 55Also written Financière Liberté 55 / Services financiers indépIs this your business?6%95%: 2 to 18%0%0%17%1 of 42
15BMO Nesbitt BurnsAlso written Gestion privée BMO Nesbitt BurnsIs this your business?6%95%: 2 to 18%0%17%0%2 of 43
16Financière Banque NationaleAlso written Gestion de patrimoine Financière Banque NationaleIs this your business?6%95%: 2 to 18%8%8%0%1 of 43
17Jarislowsky FraserIs this your business?6%95%: 2 to 18%17%0%0%1 of 43
18Fonds de solidarité FTQIs this your business?6%95%: 2 to 18%0%0%17%1 of 45

Each assistant column is the share of that assistant's own answers. Questions counts how many of the four produced the name at least once; position is where it came in the answer's list, 1 being first. 26 more names came up in a single answer and are counted above but not listed.

Is this your business?

See what the assistants say about your business today. The free checker asks ChatGPT, Claude, Gemini and Grok two of the Index questions for this category, with the category and the place already filled in, and shows every answer word for word. About 30 seconds, no sign-up.

Check your businessNamed above? Add the badgeWhat the audit does

What each assistant said

The same questions, the same number of times, and often different names. Each column is one assistant's top five from the ranking above, with the share of its own answers that named them.

#ChatGPTClaudeGemini
1PWL Capital100%IG Gestion de patrimoine42%BMO Gestion privée50%
2Richter25%Banque Nationale Gestion privée 185942%RBC Gestion de patrimoine42%
3IG Gestion de patrimoine17%PWL Capital25%Gestion de patrimoine Assante42%
4Desjardins Gestion de patrimoine17%RBC Gestion de patrimoine25%CIBC Wood Gundy42%
5RBC Dominion valeurs mobilières17%Gestion de patrimoine TD25%IG Gestion de patrimoine33%

Claude named no business in 6 of its 12 answers.

Named here? Put it on your site

Every business in the ranking was named in two or more answers. The badge says that and nothing more: no position, because the ranges above do not support one. It links back to this page, so anyone can check.

Correct or remove a listing
Named by AI assistants: Financial advisors in Montreal, AIGROW AI Visibility Index, September 2026
<a href="https://aigrow.gg/index/financial-advisors/montreal"><img src="https://aigrow.gg/badges/index/2026-09/financial-advisors/montreal.svg" width="312" height="100" alt="Named by AI assistants: Financial advisors in Montreal, AIGROW AI Visibility Index, September 2026"></a>

The questions

Asked word for word, three times each, to every assistant, in French. The English under each is our translation. The prompt is the one the free scan uses. No web search, no location and no chat history, so every answer starts from the same place.

  1. 1Quel est le meilleur conseiller financier à Montréal ?Who is the best financial advisor in Montreal?
  2. 2Je veux de l’aide pour préparer ma retraite à Montréal. Quel conseiller financier me recommandes-tu ?I want help planning my retirement in Montreal. Which financial advisor would you recommend?
  3. 3Quel conseiller financier rémunéré uniquement au moyen d’honoraires me recommandes-tu à Montréal ?Which fee-only financial advisor in Montreal would you recommend?
  4. 4Quelle firme de gestion de patrimoine à Montréal me recommandes-tu pour une famille ?Which wealth management firm in Montreal would you recommend for a family?

How to read this page

The full method
What it measures
Which names these models produce when asked cold, from what they learned in training. It is not a review, a rating or our recommendation, and a business missing here may simply be one the models were never shown.
Why the ranges matter
36 answers is a sample. Asked again next month, most shares will move by a few points; the ranges say how far they could move by chance alone.
One business, several spellings
Branches, legal suffixes and spellings of one business are merged, and the other spellings are printed under its name. Names that might be two businesses are kept apart.
A name is wrong
If a business here is closed, misnamed or yours and you want it removed, tell us. We correct or remove it when the page is next published.

Where the assistants look

The sites read most often, with web search on, before the assistants answer about this category in Canada. From the AI Source Map: 5 answers.

See every site for this category
feeonlyfinancial.ca
Read in 80% of the answers
kiplinger.com
Read in 80% of the answers
reddit.com
Read in 80% of the answers

Elsewhere in the Index

Financial advisors elsewhere
CalgaryTorontoVancouverBordeauxBrusselsGeneva
Also in Montreal
DentistsLawyersAccountantsPlumbersGymsReal estate agencies

Is your business on this list?

The free scan asks the same assistants the questions your customers ask, scores whether they name you, and lists who they name instead.

Run the free AI scanRead the method

Edition September 2026 · published by Guglielmo Paesano, founder of AIGROW · data under CC BY 4.0