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Montreal Investment Kit

Selecting Financial Planner



Institut québécois de planification financière

For selecting financial planner you may use the Directory of members provided by the Institut québécois de planification financière - IQPF to help you find a professional in your neighbourhood.

Only professionals recognized by the Institut québécois de planification financière - IQPF are authorized to use the title financial planner F.Pl. or planificateur financier Pl.Fin..


Autorité des marchés financiers

You may also use the Register of firms and individuals authorized to practice supplied by the Autorité des marchés financiers - AMF.

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 use the register to search for a securities dealer, adviser, representative or senior executive from the Régistre provided by the Autorité des marchés financiers - AMF.

Thank you for visiting Selecting a Financial Planner.
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