See the strengths, best fit and practical differences across the Top 3 before opening each complete profile.
At a glance01Partenaires financiers objectifs02LeFinanciste03Adrien Doyon, Pl. Fin.
Current position#1 in Montréal#2 in Montréal#3 in Montréal
Recognized asMontréal advice-only financial-planning firm using fixed fees and Québec-authorized Pl. Fin. professionalsMontréal hourly-only independent planning practice led by Michel Lefebvre, Pl. Fin.Independent Montréal financial planner spanning retirement, tax, insurance and investment planning
Best forQuébec households wanting independent retirement, tax, estate and integrated planning without product salesPhysicians and incorporated professionals wanting neutral projections around career, family and retirement decisionsQuébec households wanting one local planner and willing to separate fee advice from any commissioned implementation
Decision fitExact local advisory identity resolved · Planning and compensation model assessed · Live registration, named planner and written scope requiredExact local advisory identity resolved · Planning and compensation model assessed · Live registration, named planner and written scope requiredExact local advisory identity resolved · Planning and compensation model assessed · Live registration, named planner and written scope required
Start with the decision: a one-time plan, retirement drawdown, business-owner integration, cross-border work, portfolio management, insurance or ongoing coordination. Verify the exact person, CFP/QAFP or Québec Pl. Fin. status, securities and insurance authority where applicable, disciplinary history, custodian, product shelf, referral benefits, every fee layer, deliverables, update cadence, privacy, succession and exit terms in writing.