Financial Advisors in Quebec

Browse 761 financial advisors in Quebec — page 15 of 16.

MBA Wealth Management - Raymond James Ltd.

Longueuil, QC

(514) 394-3038
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MD Financial Management

Gatineau, QC

(819) 770-5101
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MD Financial Management

Sherbrooke, QC

(819) 566-8240
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MD Financial Management

Longueuil, QC

(450) 448-0611
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MD Financial Management

Quebec City, QC

(418) 657-6601
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Michael Champagne - BMO Nesbitt Burns

Sherbrooke, QC

(819) 820-7876
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Michaël Lévesque-Labonté - Conseiller en sécurité financière, Sun Life

Gatineau, QC

(819) 923-0413
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Mon Assurance Prêt

Sherbrooke, QC

(877) 789-6066
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Montreal Uptown of RBC Dominion Securities Inc.

Montreal, QC

(514) 840-7644
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Multi Financement

Sherbrooke, QC

(877) 566-7022
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Nadine Bérubé - BMO Financial Planner

Longueuil, QC

(450) 463-0128
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Nathalie Bakda - BMO Financial Planner/Term Product Specialist

Montreal, QC

(514) 877-7886
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Nathalie Chalvardjian - Services bancaires privés - Scotia Wealth Management

Montreal, QC

(514) 499-5320
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NPA Financial Services

Longueuil, QC

(450) 928-5104
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Olivia Kubicki - BMO Financial Planner

Montreal, QC

(514) 877-8795
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Olivier Quintal - TD Wealth Private Investment Advice

Quebec City, QC

(418) 654-3042
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patrick rafferty - conseiller en s curit financ i re

boul de l'hôtel-de-ville, QC

(418) 943-4657
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Patrimoine Hollis Sherbrooke

Sherbrooke, QC

(819) 829-9595 ext. 225
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pelchat paul andre conseiller financier

senneterre, QC

(418) 737-8899
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Pelletier Gestion de patrimoine

Quebec City, QC

(418) 622-6422 ext. 215
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Peng Guo - Services bancaires privés - Scotia Wealth Management

Montreal, QC

(418) 446-9613
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philippe martineau conseiller en s curit financ i re

boucherville, QC

(438) 881-8790
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placements la laurentienne services financiers

baie-comeau, QC

(418) 295-2522
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PlanEffico

Longueuil, QC

(418) 561-0303
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Planivest Inc

Longueuil, QC

(450) 676-7470
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Plante & Associés

Laval, QC

(450) 629-0342
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plateforme finances africa

rouyn-noranda, QC

(819) 290-1235
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PPTA - Services Financiers

Gatineau, QC

(819) 643-1512
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Pratte | Firme d’investissement Montréal | Wealth Management

Montreal, QC

(514) 446-4737
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Priori-T Capital

Longueuil, QC

(514) 880-5176
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Québec of RBC Dominion Securities Inc.

Quebec City, QC

(418) 527-3575
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quipe yan larochelle

sherbrooke, QC

(873) 498-0591
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R F M Financial Consultant

Laval, QC

(450) 622-2530
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RBC PH&N Investment Counsel Inc. - Quebec City Office

Quebec City, QC

(902) 420-8341
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Rodney Beveridge - Investment Advisor (Scotia Capital Inc.)

Montreal, QC

(514) 499-6967 ext. 229
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Roosevelt Ferdinand - Services bancaires privés - Scotia Wealth Management

Montreal, QC

(514) 499-4854
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Royal Wealth Management

Montreal, QC

(514) 744-9724
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s c f p local 1366

val-d-or, QC

(819) 824-6260
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sadc de la vall e de l'or

val-d-or, QC

(819) 874-3676
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Sarah Mascitto - BMO Financial Planner/Term Product Specialist

Montreal, QC

(514) 877-9118
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Scotia Wealth Management

Longueuil, QC

(514) 287-3600
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Scotia Wealth Management - Laval

Laval, QC

(450) 680-3100
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Scotia Wealth Management - Quebec City

Quebec City, QC

(418) 686-8666
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Sebastien Chouinard - TD Wealth Private Investment Advice

Quebec City, QC

(418) 658-5256
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services conseils financi re sun life inc

port-cartier, QC

(418) 766-8232
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services conseils financi re sun life inc desjardins jean-guy

sept-iles, QC

(418) 962-1284
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services financier yves ruel enr

quebec, QC

(418) 997-9987
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services financiers cent'or

val-d-or, QC

(819) 824-3878
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Frequently Asked Questions

How much does a financial advisor cost in Quebec?

Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.

What's the difference between a financial advisor and a financial planner?

A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.

When should I hire a financial advisor?

Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.

How do I verify a financial advisor's credentials?

Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.

What should I ask a financial advisor at the first meeting?

Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.