523930

523930 Investment advice

Services de conseils en placement • Canadian industry

Sector 52 Finance and insurance
Parent 52393 Investment advice
Edition 2026 NAICS Canada
Status Active Canadian industry

What code 523930 includes

This Canadian industry comprises establishments primarily engaged in providing investment advice to others on a fee basis, provided that they do not also have the authority to execute trades. Establishment in this industry may communicate their advice both directly to their clients and via printed or electronic media as part of a subscription service.

Activities & Examples

  • financial investment advice services, customized, fees paid by clients
  • investment advice counselling services, customized, fees paid by clients
  • certified financial planner services, customized, fees paid by clients
  • financial investment advice services, customized, fees paid by clients
  • financial planning services, customized, fees paid by clients
  • investment advice counselling services, customized, fees paid by clients
  • investment advisory services, customized, fees paid by clients
  • investment research, customized, fees paid by clients
  • providing financial planning advice, investment counseling and investment research

Exclusions & Cross-References

  • establishments providing investment advice in conjunction with their primary activity, such as portfolio management, or the sale of stocks, bonds, annuities and real estate (classified according to their primary activity)

Classification Hierarchy

International Concordance

  • ISIC Rev. 4: K6619* — Other activities auxiliary to financial service activities