Des experts de fortune : Un aperçu du marché québécois du conseil en matière de placements (in French only)

Organization

Option consommateurs

Published

2000

Summary

This report discusses the rules and regulations governing financial consultants and how to protect the consumer in Québec against poor financial planners. The researchers contacted 36 individuals offering financial products or advice, and would pose uniformly as a recently employed single-parent, with no investments or debts, who had just inherited $50,000 but knew little about investing; from this angle, the researchers would evaluate the quality of service and the value of the financial guidance. The report recommends that consumers use vigilance when choosing financial advisers, and it also suggests that both industry and consumer associations take measures to ensure quality and reliability with regard to financial institutions.

This document is available in the following language(s):

Third-Party Information Liability Disclaimer

Some of the information on this Web page has been provided by external sources. The Government of Canada is not responsible for the accuracy, reliability or currency of the information supplied by external sources. Users wishing to rely upon this information should consult directly with the source of the information. Content provided by external sources is not subject to official languages, privacy and accessibility requirements.

French only

OCA Funded Research
This research received funding support through the Office of Consumer Affairs' Contributions Program.

Contact information

Source: Consumer Policy Research Database