Financial Advisors in Quebec
Browse 761 financial advisors in Quebec — page 6 of 16.
Sean Wang, CFA, FRM, CIM, FCSI (RBC Wealth Management)
Montreal, QC
Sergio Angelo - TD Wealth Private Investment Advice
Laval, QC
Service Financier A Simard
Quebec City, QC
Services Financiers Andre Laliberte Inc
Sherbrooke, QC
Services financiers Benoit Bertrand Inc.
Laval, QC
Services Financiers Eric Roy Financial Services
Gatineau, QC
Services Financiers etiQ | Conseiller financier à Laval
Laval, QC
Services Financiers Jonathan Brown inc.
Longueuil, QC
Services Financiers Rioux
Gatineau, QC
Services Financiers Wesley - Courtier en assurance / Investissement et placement à Laval
Laval, QC
Services S & L
Sherbrooke, QC
Sévère Claude Sénatus | Conseiller en sécurité financière
Laval, QC
SFL, Gestion de Patrimoine bureau de Gatineau
Gatineau, QC
Shash Wealth Management - RBC Dominion Securities
Montreal, QC
Simon Lamontagne - Lamontagne Group - ScotiaMcLeod - Scotia Wealth Management
Laval, QC
Simplicité financière
Gatineau, QC
Smart Capital Real Estate
Longueuil, QC
Solutions financières Yvan Hémond inc.
Sherbrooke, QC
Summit Private Wealth
Quebec City, QC
Symbiosis - Management and Asset Protection
Gatineau, QC
T.B. Services Financiers
Sherbrooke, QC
TD Wealth Private Investment Advice
Sherbrooke, QC
The Martin Advisory Group - TD Wealth Private Investment Advice
Montreal, QC
The St-Georges Group
Montreal, QC
Tom Madon, Planificateur financier
Laval, QC
Tristan Mailloux - Conseiller en sécurité financière
Gatineau, QC
Unison Financial Solutions Inc.
Longueuil, QC
Veltista Financial Services
Laval, QC
Vignone & Associates Private Wealth Management
Montreal, QC
VotreConseiller.net
Quebec City, QC
VP Strategy
Laval, QC
Wealth Management | Arturo Saltarelli
Laval, QC
XL Assurances - Services financiers Xavier Labine
Sherbrooke, QC
YEMISI LEGUNSEN
Gatineau, QC
YVision Financial Services Inc.
Laval, QC
Zachary Lavoie - iA Gestion privée de patrimoine inc. - Conseiller financier
Quebec City, QC
Zénith Services Financiers inc
Longueuil, QC
Acolit | Assurance et placement | Gestion de patrimoine | Planification fiscale
Quebec City, QC
AE Services financiers
Longueuil, QC
AskTheMoneyLady
Montreal, QC
Assurance et Placement - Geoffroy Lemonde - Assurance vie et Investissement | Brossard - Dix30
Longueuil, QC
Conseiller financier & courtier en assurance de personnes Gatineau - Eritier Nkongolo
Gatineau, QC
easyfinanciere
Longueuil, QC
Équipe Dussault - Nous Vendons Votre Maison
Longueuil, QC
Ethicor Financial Corporation
Longueuil, QC
Fiera Capital
Montreal, QC
Francois-Olivier Brochu: Primerica - Financial Services
Gatineau, QC
Groupe Financier Mondial
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.