Find a fee-only planner in Quebec

Sort by province: British Columbia | Alberta | Saskatchewan | Manitoba | Ontario | 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 [email protected] with your information. EF Consulting Edmond A. Fhima 100 Alexis Nihon Blvd., Suite 290 St-Laurent, Quebec H4M 2N7, tel: Tel: 514-747-7222 Fax:514-744-0737 email: [email protected] web: http://www.efconsulting.ca/ 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 email: [email protected] 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 email: [email protected] web: http://www.pwlcapital.com/ 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