Montreal Finances

Selecting Financial Planner

Institut québécois
de planification financière

Selecting financial planner starts with the Directory of members provided by the Institut québécois de planification financière to help you find a professional in your neighbourhood. Only professionals recognized by the Institut québécois de planification financière are authorized to use the title Financial Planner F.Pl. in English and Planificateur financier Pl.Fin. in French.

Autorité des marchés financiers

You may also view the Register of firms and individuals authorized to practice supplied by the Autorité des marchés financiers. You can use the register to confirm the nature of a firm or the right to practice of an individual you are doing business with. You can also search for a securities dealer, adviser, representative or senior executive from the Register provided by the AMF.

Thank you for visiting Selecting a 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 / Locate Financial Planner

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