Queensbury Group
Queensbury Group is a privately held Canadian independent financial advisory firm founded in 1987, operating through Queensbury Securities Inc. and Queensbury Insurance Brokers Inc. to deliver financial planning, investment advisory, and insurance services to individual and high-net-worth clients across nine Canadian provinces via a network of independent advisors.
- Company typePrivate
- Founded1987
- HeadquartersToronto, Canada
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Queensbury Group does
Queensbury Group is a privately held, independent Canadian financial advisory firm founded in 1987, operating through two entities: Queensbury Securities Inc. (a securities dealer registered across nine Canadian provinces) and Queensbury Insurance Brokers Inc. (an insurance broker). The firm is built around a network of independent financial advisors who serve individual investors and high-net-worth clients in communities across Canada, delivering comprehensive financial planning, investment advisory, tax and estate planning, and insurance products. Queensbury explicitly positions itself as a no-conflict advisor with no ties to any other financial institution or proprietary investment products, allowing advisors to recommend third-party solutions based on client needs.
The firm's revenue model is transaction-fee based, derived from securities trading commissions, mutual fund dealer commissions (added in 1993), and insurance product commissions. Distribution is exclusively direct-to-consumer through independent advisors, with the firm's go-to-market centered on advisor networks, client referrals, and a public "Find an Advisor" directory. Pricing is not publicly disclosed; the firm maintains an Administration Fee Schedule for managed accounts but specific rates are not published.
Queensbury is regulated by CIRO (Canadian Investment Regulatory Organization) and is a member of CIPF (Canadian Investor Protection Fund), with oversight covering nine provinces. Technology infrastructure is minimal by design: clients access portfolios through the licensed Monarch Systems platform and a Haywood Securities portal. The company is led by John Webster as Chairman, CEO, and President, with no public headcount, ownership, or revenue disclosures.
Queensbury Group firmographics
Firmographics- Name
- Queensbury Group
- Legal name
- Queensbury Securities Inc.
- Website
- https://queensbury.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Short description
- Queensbury Group is a privately held Canadian independent financial advisory firm founded in 1987, operating through Queensbury Securities Inc. and Queensbury Insurance Brokers Inc. to deliver financial planning, investment advisory, and insurance services to individual and high-net-worth clients across nine Canadian provinces via a network of independent advisors.
- Ownership category
- akta.pro rank
Queensbury Group industry classification
Industry- Product category
- Independent Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Independent Broker-Dealer / Registered Representative Networks (FSAEACAG)
- akta.pro secondary industry
- Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
Keywords
Where Queensbury Group is headquartered
LocationHeadquarters
- HQ city
- Toronto
- HQ country
- Canada
- HQ region
- North America
Offices2 records
Markets served
Queensbury Group business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Securities and Investment Advisory Services: Queensbury Group generates revenue through securities trading, investment advisory fees, and financial planning services. The firm is registered to sell stocks, bonds, and other listed securities. Revenue is derived from transaction-based fees on securities trades and ongoing advisory service fees.
- Insurance Products: Insurance products are offered through Queensbury Insurance Brokers Inc., providing life, health, disability, and other insurance products to clients as part of comprehensive financial planning.
- Mutual Fund Distribution: The firm operates as a mutual fund dealer (added in 1993) earning commissions and fees on mutual fund products sold to clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Fee-based financial planning and advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Queensbury Group product offering
Product offeringCore offering
Queensbury Group operates as an independent financial advisory firm delivering securities dealing, mutual fund distribution, insurance brokerage, and comprehensive financial planning through a nationwide network of independent advisors. Services are delivered via two operating entities — Queensbury Securities Inc. (registered to sell stocks, bonds, and listed securities across nine provinces) and Queensbury Insurance Brokers Inc. (offering life, health, and disability insurance) — with revenue generated from transaction-based fees and ongoing advisory service fees.
Product overview
Queensbury Group operates as a dual-entity financial advisory firm comprising Queensbury Securities Inc. (securities dealer) and Queensbury Insurance Brokers Inc. (insurance broker), offering integrated financial planning and wealth advisory services. The firm provides comprehensive financial planning services including needs assessment, investment goals, tax planning, estate planning, and insurance analysis, complemented by ongoing advisory services covering asset allocation, investment monitoring, risk minimization, and portfolio optimization. Advisors operate independently across Canada with support from the firm's methodology framework.
Differentiator
Problem solved
Functional benefit
Products and services
- Queensbury Securities Inc. Securities dealer providing independent financial advice and registered to sell stocks, bonds, and other listed securities across multiple Canadian provinces, serving individual investors and high net worth clients.
- Queensbury Insurance Brokers Inc. Insurance broker offering life, health, disability, and other insurance products through independent advisors, integrated with the firm's comprehensive financial planning.
- Financial Planning Services Comprehensive financial planning service including needs assessment, investment goal setting, tax planning, estate planning, and insurance analysis for individual investors and high net worth clients.
- Ongoing Advice Services Ongoing advisory service covering periodic portfolio reviews, asset allocation, investment monitoring, risk minimization, portfolio optimization, and implementation for existing clients.
- Mutual Fund Distribution Mutual fund dealer operation distributing third-party mutual fund products to clients of Queensbury's independent advisors, earning commissions and trailer fees on the products sold.
Companies that use Queensbury Group
Customer profileSegments2 records
Ideal customer profiles2 records
Queensbury Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Queensbury Group partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Canadian Investment Regulatory Organization (CIRO)coreQueensbury Securities Inc. is a member of the Canadian Investment Regulatory Organization. As a regulated member firm, Queensbury is subject to CIRO oversight and advisors' backgrounds, qualifications, and disciplinary information can be researched through CIRO's Advisor Report system.
- Canadian Investor Protection Fund (CIPF)coreQueensbury Securities Inc. is a member of the Canadian Investor Protection Fund, which provides protection for eligible clients in the event of member firm insolvency.
Scale indicators2 records
Recent moves3 records
Expansion highlights3 records
Queensbury Group competitors and assessment
Company assessmentDirect peers
- Raymond James (Canada): Canadian independent broker-dealer network offering advisor-supported wealth management and full-service brokerage. Comparable to Queensbury in advisor-channel business model, multi-product offerings, and Canadian geographic coverage.
- Edward Jones Canada: Operates as a Canadian branch-based independent advisor network serving individual and HNW clients with securities, mutual funds, and financial planning. Direct competitive overlap with Queensbury's model of supporting independent advisors in communities across Canada.
- iA Private Wealth (formerly HollisWealth): Independent advisor network in Canada supporting financial advisors with securities, insurance, and wealth planning services. Operates the same independent advisor channel model as Queensbury with a comparable multi-product offering.
- Assante Wealth Management: Canadian independent wealth management and dealer network providing advisors with multi-product capabilities including securities, insurance, and financial planning. Closely comparable to Queensbury in independent advisor channel and full-service planning scope.
- Manulife Securities: One of Canada's largest independent broker-dealer networks, offering financial advisors a multi-product platform including securities, mutual funds, and insurance. Directly comparable to Queensbury as an independent-channel competitor recruiting and supporting advisor practices across Canada.
Emerging players
- Wellington-Altus Private Wealth: Canadian independent wealth management firm built through dealer acquisitions, supporting advisors with multi-product capabilities across securities and insurance. Directly comparable independent advisor network model with greater recent scale growth than Queensbury.
- Credential Qtrade Securities: Canadian independent dealer offering advisory and self-directed brokerage services through a network of advisors. Comparable independent dealer structure but with a stronger digital/direct-investor offering than Queensbury's traditional advisory model.
Broad incumbents
- BMO Nesbitt Burns: Bank-owned Canadian full-service brokerage offering personalized wealth management, investment advisory, and financial planning through a national advisor network. Overlaps with Queensbury's full-service advisory and wealth planning offerings but with the backing of a major Canadian bank.
- CIBC Wood Gundy: Bank-owned full-service Canadian brokerage offering securities, financial planning, and wealth advisory through a national advisor network. Larger incumbent with overlapping capabilities but bank-driven, capturing clients who would otherwise seek Queensbury's independent advice.
- Canaccord Genuity (Canada): Canadian independent full-service brokerage and wealth management firm with retail advisory, securities trading, and investment advisory services. Comparable securities-dealer functionality and Canadian client base, but on a larger scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
Queensbury Group social profiles
Digital presenceQueensbury Group compliance and trust
Trust signalCompliance3 records
Queensbury Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Queensbury Group leadership team
Management profileNumber of profiles
Profiles1 record
Queensbury Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Queensbury Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Queensbury Group
What does Queensbury Group do?
Queensbury Group operates as an independent financial advisory firm delivering securities dealing, mutual fund distribution, insurance brokerage, and comprehensive financial planning through a nationwide network of independent advisors. Services are delivered via two operating entities — Queensbury Securities Inc. (registered to sell stocks, bonds, and listed securities across nine provinces) and Queensbury Insurance Brokers Inc. (offering life, health, and disability insurance) — with revenue generated from transaction-based fees and ongoing advisory service fees.
Is Queensbury Group a public or private company?
Queensbury Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Queensbury Group founded?
Queensbury Group was founded in 1987. It employs 101 to 250 people.
Where is Queensbury Group based?
Queensbury Group is headquartered in Toronto, Canada, in the North America region.
How does Queensbury Group make money?
Three revenue lines are on record. Securities and Investment Advisory Services are the primary driver. The others are insurance Products and mutual Fund Distribution.
Who are Queensbury Group's main competitors?
Direct peers on record are Raymond James (Canada), Edward Jones Canada, iA Private Wealth (formerly HollisWealth), Assante Wealth Management and Manulife Securities. Emerging players are Wellington-Altus Private Wealth and Credential Qtrade Securities. Broad incumbents are BMO Nesbitt Burns, CIBC Wood Gundy and Canaccord Genuity (Canada).
Does Queensbury Group have an API?
No public API is recorded for Queensbury Group.
What industry is Queensbury Group in?
Queensbury Group's product category is Independent Financial Advisory. Its primary akta.pro industry code is FSAEACAG, Independent Broker-Dealer / Registered Representative Networks, with a secondary code of FSAAADAC, Family Office Advisory & Outsourced CIO (OCIO). Its NAICS code is 523940 and its SIC code is 6282.