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Planifax Inc.

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Planifax Inc.

History:

COMPANY HISTORY
Date founded:
December 8th, 1988
Planifax was created by a team with 20 years’ professional experience in securities. We took the risk of founding a 100% independent firm that works first and foremost to satisfy clients by acting as a true brokerage. Planifax offers clients every product and service they might need — provided it is available in Quebec.
Planifax’s shareholders also head the firm. We work day after day to serve clients, so we’re very sensitive to your needs.
Client satisfaction is priority 1 at Planifax.
Our name means: Planning on facts. This phrase excites us. For many of us, it summarizes the essence of our passion, financial planning.
Our logo represents: A plant growing within a dollar sign, illustrating the financial progress our clients enjoy on the financial market, their savings growth, etc.

We are FINANCIAL PLANNERS first and foremost.
As Financial Planners (Pl. Fin.) and Private Wealth Managers (GPP), we are governed by the Institut Québécois de Planification Financière (IQPF) as well as by the Ordre des Administrateurs Agréés du Québec (Adm. A).

Toll Free: +1 888 621 7111

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