Browse advisor profiles in Quebec whose stored advisor-specific public evidence directly references business owners. Profiles are displayed alphabetically. Inclusion is an evidence and location match, not a recommendation, ranking or suitability assessment.
Every profile below satisfies two independent filters: stored public location evidence for Quebec and advisor-specific public content directly matching business owners. Corporate-generic passages, testimonials and team-member biographies are excluded from qualification.
Assante advisor
Quebec…anification financière , elle a acquis au fil des ans une solide expertise auprès d’une clientèle d’entrepreneurs, de professionnels et de retraités. Cynthia est reconnu pour son efficacité, son écoute et son dévouement pour ses clients. Elle excelle dans l'accompagnement de sa clientèle par l'établissement d'une démarche de pla…
View published source ↗
Senior Wealth Advisor Financial Security Advisor
Quebec…and complexities you may face along the way. Our clients include dentists , health professionals , entrepreneurs , and high-net-worth individuals and families who want to take control of their financial future, achieve their goals, and live their dreams.
View published source ↗
Senior Wealth Advisor
Quebec…the next generation. Working with his team, they provide peace of mind for successful families and business owners so they can focus on the things that matter most to them. David is also a CFA charterholder.
View published source ↗Financial Securities Advisor
Quebec…over the Assante difference. Call me to discuss: Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving Mortgage and debt management Insurance planning
View published source ↗
Financial Security Advisor Mutual Funds Representative
Quebec…y 30 years of experience in financial services, I’ve made it my priority - and my passion - to help business owners and high‑net‑worth individuals in Laval and the Greater Montreal area build lasting wealth. Combined with a Bachelor of Commerce in Finance (minor in Economics) and a Master of Science in Finance (MSc), my experien…
View published source ↗
Investment Advisor
Quebec…ing of estate planning and tax efficient strategies. Jonathan and his team work with professionals, business owners and retirees alike to help them save taxes and transfer assets to the next generation. Jonathan has completed his Canadian Securities Course and Wealth Planning Course, and has his Chartered Investment Manager (CIM…
View published source ↗
Assante advisor
Quebec…r investment, wealth and estate situation. With exceptional knowledge of the issues and concerns of entrepreneurs and professionals Martin & Associates have assisted their clients to: Retirement Planning Tax and Estate Planning Advice for Business Owners Investments Cash and Debt Management Charitable Giving Solutions Risk Manag…
View published source ↗Investment Advisor
Quebec…Mortgage and debt management Insurance planning Tax and estate planning Retirement income planning Business succession planning Investment planning advice Cash management Charitable giving
View published source ↗
Assante advisor
Quebec…u can focus on what really matters: growing your wealth and securing your legacy. Whether you're an entrepreneur, a healthcare professional, a dentist or looking to make informed financial decisions, I'm here to guide you every step of the way. Together, we'll develop a comprehensive wealth management strategy that aligns with y…
View published source ↗