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Montreal Finances

Locate Financial Planner


Banks in Canada

Locate financial planner among the major domestic banks as they offer a full range of banking, investment and financial services. For the past two years in a row, both the World Economic Forum and Moody’s Investor Service respectively ranked Canada’s banking system as the most sound in the world and as the first in the world for financial strength.

If you are a financial advisor or a financial planner,
or if you know one, please contact us and let us know why you,
or someone you know should be part of this MBK list.

The best financial advisor or financial planner is not the one who offers the highest rates. The best advisor or planner is the one who listens to you, identifies your concerns and understands your anxieties. It requires empathy, and empathy is the second quality you should look for after proper training, capability and continuing education.


An Effective Way to Locate Financial Planner
Is to Contact Your Bank


BMO

BMO

Established in 1817 as Bank of Montreal, BMO Financial Group (TSX: BMO) is a highly diversified financial services organization. With total assets of $388 billion as of October 31, 2009, and more than 36,000 employees, BMO provides a broad range of retail banking, wealth management and investment banking products and solutions.


CIBC

CIBC

CIBC (TSX: CM) is a Canadian-based global financial institution. Through their two major operating groups, CIBC Retail Markets and Wholesale Banking, CIBC provides a full range of financial service products and services to almost 11 million individual, small business and commercial, corporate and institutional clients in Canada and around the world. CIBC has over 41,000 employees dedicated to helping their clients achieve what matters to them.


Desjardins

Desjardins Group is the largest cooperative financial group in Canada, with overall assets of $163 billion. The Group is more than a bank. It is the largest financial cooperative group in Canada. Desjardins offers complete banking services to nearly 6 million members and clients. It uses the strength of cooperation not only to provide its members and clients with a wide range of banking services, but also to contribute to the economic and social development of their communities.


HSBC

HSBC Bank Canada (TSX: HSB.PR.C and HSB.PR.D), a subsidiary of HSBC Holdings plc, has more than 260 offices, including over 140 bank branches, and is the leading international bank in Canada. With around 8,500 offices in 86 countries and territories and assets of US$2,422 billion at 30 June 2009, the HSBC Group is one of the world’s largest banking and financial services organizations where you can also locate financial planner.


Laurentian Bank

Laurentian Bank

Laurentian Bank of Canada (TSX: LB) is a financial institution with a solid position in the province of Quebec. It operates the third largest branch network in Quebec, built over more than 160 years. What makes its strength is some 3,500 dedicated employees eager to respond to the financial and banking needs of its clients, with efficiency and integrity, from 156 bank branches, 32 commercial banking centres and 15 brokerage offices.


National Bank Financial Group

National Bank

National Bank Financial Group (TSX: NA) is the sixth largest bank in Canada and the leading bank in Quebec where it is the partner of choice among SMEs. The Group offers a total of 448 branches throughout the world and is in almost every province in Canada. It also has numerous representative offices, subsidiaries and partnerships, through which it can serve a total of 2.4 million clients in Canada, the United States, Europe and other parts of the world.


RBC Royal Bank

Royal Bank

RBC (TSX: RY) provides personal and commercial banking, wealth management services, insurance, corporate, investment banking and transaction processing services on a global basis. RBC employs more than 80,000 full and part-time employees who serve more than 18 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 53 other countries.


Scotiabank

Scotiabank (TSX: BNS) is one of North America's premier financial institutions and Canada's most international bank. Through their team of 69,000 employees, Scotiabank and its affiliates offer a broad range of products and services, including personal, commercial, corporate and investment banking, to more than 12.5 million customers in some 50 countries around the world.


TD

Toronto Dominion Bank

Headquartered in Toronto, Canada, with 74,000 employees in offices around the world, the Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Financial Group (TSX: TD). The TD Group offers a full range of financial products and services to approximately 18 million customers worldwide through four key business lines.


Thank you for visiting Locate Financial Planner.
More to come soon.


For each Lacroix or Jones scandals, thousands of financial advisors
serve their customers with the utmost integrity.
However, as the saying goes, better safe than sorry.
This is the reason why seven pages have been dedicated to
financial planners and financial planning
and to properly and knowingly locate financial planner.


Certified Financial Planner Requirements
Financial Planner Checklist / Financial Planner Definition
Financial Planner Job Description
Financial Planner Tools / Selecting Financial Planner

Web Sites We Like
Bank of Canada
Canadian Bankers Association
Canadian Securities Institute - CSI

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