Financial Advisors in Quebec
Browse 761 financial advisors in Quebec — page 4 of 16.
IG Wealth Management - DAVID Pereira, CPA
Longueuil, QC
IG Wealth Management - GUILLAUME LANDRY ALLARD, BBA Fin Pl
Laval, QC
IG Wealth Management - PHILIPPE DESMARAIS
Longueuil, QC
IG Wealth Management - Richard Rafter
Montreal, QC
IG Wealth Management - Samuel Beaudry
Longueuil, QC
IG Wealth Management - Steve Graham, BAA
Gatineau, QC
Impots Compta Giruma
Longueuil, QC
Industrielle Alliance Valeurs Mobilières Inc
Quebec City, QC
Investia Financial Services Inc.
Quebec City, QC
Isabelle Gagnon: Primerica - Financial Services
Laval, QC
JBP Services financiers | iA | Expert-conseil financier à Beauport
Quebec City, QC
Jean Brice Gestion de Patrimoine
Laval, QC
Jean-Francois Bousquet Notaire
Longueuil, QC
Jean-Maurice Vézina - Équipe conseil en planification financière
Quebec City, QC
Jérôme Duguay, Conseiller en Sécurité Financière
Quebec City, QC
Juba Ait Menguellet: Primerica - Financial Services
Laval, QC
Julien Bernier Conseiller en Sécurité Financière
Quebec City, QC
Julien Roberge - TD Financial Planner
Gatineau, QC
KELSON FINANCIAL
Montreal, QC
Kevin Breault, Ing - IG Gestion de Patrimoine
Quebec City, QC
Kevin Chapman: Primerica - Financial Services
Montreal, QC
Kevin Paquet Planificateur Financier - KPSF.ca
Quebec City, QC
Korpo Services Financiers
Sherbrooke, QC
Kristopher Lepage - IG Gestion de Patrimoine
Quebec City, QC
Laval of RBC Dominion Securities Inc.
Laval, QC
Lawadvisors Inc
Montreal, QC
Le Planificateur Financier Services financiers / Courtier en assurance vie / Investissement / Assurance collective à Brossard
Longueuil, QC
Leblond Planification Financière
Quebec City, QC
Les Services Financiers Dupont Inc.
Longueuil, QC
Lester Asset Management
Montreal, QC
Livsta - Cabinet en assurance de personnes
Quebec City, QC
Lorne Steinberg Wealth Management Inc
Montreal, QC
Louis-David Gagné - Private Banking - Scotia Wealth Management
Quebec City, QC
Luc Chartrand Sentinel Financial Management
Laval, QC
Luc Dion Planificateur Financier
Longueuil, QC
Luka Grubac Conseiller Financier à Montreal | Financial advisor in Montreal
Montreal, QC
Malone Wealth Group - TD Wealth Private Investment Advice
Montreal, QC
Manulife Securities: CCR Wealth Management
Montreal, QC
Marc Kenson Mondelus | iA Conseiller financier à Laval
Laval, QC
Marie-Cine Renaud IA Groupe Financier
Gatineau, QC
Marilou Ouellet, Conseillère en Sécurité Financière chez iA Groupe financier
Quebec City, QC
Martin Ragot CPA, CGA, Pl. Fin.
Laval, QC
Mathew Griffiths - Financial Advisor
Montreal, QC
Mathieu Savard, Planificateur Financier Retraite | IG Gestion de patrimoine
Quebec City, QC
Matthew Rodier - TD Wealth Private Investment Advice
Montreal, QC
Maxime St-Pierre - IG Gestion Privée de Patrimoine
Gatineau, QC
MCE Conseils
Longueuil, QC
McLean Capital
Laval, QC
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.