Find a fee-only planner in Quebec

Fee-only planners in Quebec



Online only.


Sort by province: British ColumbiaAlbertaSaskatchewanManitobaOntario | Quebec | PEI

The listing below is provided as a service only and the firms listed have not been screened or approved by MoneySense magazine or Canadian Business Online.

If you are interested in being added to our listing, please contact with your information.

EF Consulting
Edmond A. Fhima
100 Alexis Nihon Blvd., Suite 290 St-Laurent, Quebec H4M 2N7, tel: Tel: 514-747-7222
licensed to sell investment products: no
payment options:
• hourly fee: $185
• flat fee: negotiable
areas served: Montreal, Ottawa, Quebec
minimum account size: none
planner credentials: CFP, R.F.P., Pl.Fin, B.Comm, CAdm.
areas of specialization:
• Investment counseling
• Insurance counseling (Life, disability and critical)
• Retirement Planning
• Estate planning
• Tax planning and preparation
• employer-sponsored plans

Kathy Aziz
66 Dobie, Mount Royal, QC, H3P 1R8
licensed to sell investment products: no
payment options:
• hourly fee: $175/hr
• annual fee: investment planning for small portfolios
• percentage of assets under management: 0.25% for portfolios of $2,000,000 and up (only on mandates to regularly monitor investments on an ongoing basis)
areas served: Montreal, Laurentians, Quebec
minimum account size: none
planner credentials: PFP, Pl.Fin. Fellow Adm.A TEP (also have R.F.P. and CFP, but these are not used in Quebec)
areas of specialization:
• tax and investment planning
• estate administration and planning
• financial planning in divorce situations

PWL Advisors Inc.
Caroline Nalbantoglu
215 Redfern Ave., Suite 200, Westmount, QC, H3Z 3L5, tel: (514) 875-1585, ext. 247, toll-free: (800) 343-7566
licensed to sell investment products: no
payment options:
• hourly fee: $250/hr
• retainer: typically $2,000
• set price per service available
• percentage of assets: typically 0.5% (contact for details)
areas served: Montreal, Ottawa, Toronto
minimum account size: typically $500,000 (contact for details)
planner credentials: CGA, CFP, R.F.P., C. Adm.FP
areas of specialization:
• Caroline Nalbantoglu is a fee-only financial planner within PWL, a firm that encompasses financial planning and investment management

42 comments on “Find a fee-only planner in Quebec

  1. Pingback: Check out my FB profile

  2. Pingback: harvey replacement windows

  3. Pingback: poly mva

  4. Pingback: Buy A Printer

  5. Pingback: microwave ovens tips

  6. Pingback: natural hair color

  7. Pingback: Exclusive Lazy Affiliate Riches Bonus

  8. Pingback: How to Get Rid of a Toothache

  9. Pingback: Electronic Cigarette Review

  10. Pingback: Waterkettle

  11. Pingback: Acne Skin Care

  12. Pingback: Album Release Dates

  13. Pingback: Gold Party

  14. Pingback: Air Conditioner Filters

  15. Pingback: pay per click campaigns

  16. Pingback: Location Ile Maurice

  17. Pingback: Zune phone

  18. Pingback: Appartement Ile Maurice

  19. Pingback: Back Surgery

  20. Pingback: Asthma Homeopathy

  21. Pingback: Paralegal Courses

  22. Pingback: Wooden Dog House

  23. Pingback: Health News Feeds

  24. but the Keurig B40 was the best I tried.

  25. Pingback: how to ear money online

  26. Pingback: immigration attorney boston

  27. Pingback: roofing sacramento

  28. Pingback: roofing company atlanta

  29. Pingback: hardiplank houston

  30. Pingback: roofing company houston

  31. Pingback: Online Dating Sites

  32. Pingback: Location Villa Ile Maurice

  33. Pingback: Whole Life Insurance Rates

  34. Pingback: Mauritius Villa Rental

  35. Pingback: Flower Coupons

  36. Pingback: Stair Lifts

  37. Pingback: Cheap Car Insurance Quotes

  38. Pingback: replacement windows dallas

  39. Pingback: Cheap Personal Secured Loans

  40. Pingback: Credit Card Consolidation

  41. Pingback: Insiders Hub

  42. 1c2j2U , [url=]gaqditarnndm[/url], [link=]okwygkrdduks[/link],