Financial Advisors in Quebec
Browse 761 financial advisors in Quebec — page 8 of 16.
Terreault & Associés - Conseiller financier Gatineau - Gestion de Patrimoine
Gatineau, QC
Ari Financial Services Inc
Laval, QC
Croissance Capital inc. Cabinet de services financiers et Succursale Merici services financiers
Sherbrooke, QC
IZAPRO Inc | Déclaration Impôt & Service aux petites entreprises
Longueuil, QC
Lafinanciere
Quebec City, QC
Laurent Patricia
Longueuil, QC
Les Services Financiers de l'Estrie-impôt-tenue de livres-Sherbrooke
Sherbrooke, QC
Nathalie Brault - Syndic autorisé en insolvabilité - Laval
Laval, QC
Sekure Payment Experts
Montreal, QC
Services financiers Primeau
Longueuil, QC
The Financial Independence Club Inc.
Laval, QC
WORLD FINANCIAL GROUP
Montreal, QC
DNA Capital
Montreal, QC
Gestion de Placements Eterna
Quebec City, QC
Gestion Financière Intégrale
Longueuil, QC
iA Financial Group : Head Office
Quebec City, QC
Manera Services Financiers
Quebec City, QC
Solutions Budget Plus
Sherbrooke, QC
Apogée Groupe Financier 360°
Quebec City, QC
La Gestion Services Immobiliers inc
Quebec City, QC
Mercer Private Wealth Management - Montreal
Montreal, QC
Vocational Training Center Pierre-Dupuy
Longueuil, QC
Wealthica
Montreal, QC
Finandicap
Quebec City, QC
Placements Manuvie Inc.
Quebec City, QC
CIBC Financial Advisor: Christine Eccles
Longueuil, QC
Dean Chenna - TD Financial Planner
Montreal, QC
Desjardins Private Management
Quebec City, QC
Fairstone
Sherbrooke, QC
Fairstone
Longueuil, QC
Finances
Laval, QC
Heward Investment Management
Montreal, QC
IOU Financial
Montreal, QC
Jean-Francois Roberge - TD Wealth Private Investment Advice
Quebec City, QC
Jonathan Fournier - TD Financial Planner
Quebec City, QC
Montreal PVM 5 of RBC Dominion Securities Inc.
Montreal, QC
Services Financiers Primerica
Sherbrooke, QC
Viva Insurance Financial Services
Gatineau, QC
Votre maison de l'impôt Inc.
Longueuil, QC
iA Financial Group : Hull Agency
Gatineau, QC
Kerr Financial Group
Montreal, QC
CIBC Financial Advisor: Rida Yassine
Laval, QC
Gestion financière MD / MD Financial Management
Quebec City, QC
Gestion Immobilière Vizus
Longueuil, QC
Investia Services Financiers Inc
Quebec City, QC
Jeff Bergman Financial Services - Life Insurance advisor
Montreal, QC
RBC Wealth Management
Montreal, QC
iA Financial Group : Laval Ouest Office
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.