Professionals in Sydney
Browse 64 professionals in Sydney, Nova Scotia.
BDO Debt Solutions
Sydney, NS
Breton Wealth Management
Sydney, NS
Co-operators
Sydney, NS
Edward Jones - Financial Advisor: Brent W Kay
Sydney, NS
Evangeline Wealth Management
Sydney, NS
Goldhar & Associates Ltd., Licensed Insolvency Trustee
Sydney, NS
Gordon Stirrett Wealth Management
Sydney, NS
IG Wealth Management
Sydney, NS
IG Wealth Management - JOHN MICHAEL WALSH, BBA, RRC
Sydney, NS
IG Wealth Management - LISE NEWELL, BComm (Finance)
Sydney, NS
Lynch Insurance Agency
Sydney, NS
MacLeod MacGillivary Financial Management
Sydney, NS
Maritime Wealth - Rodney Thibeau
Sydney, NS
Maritime Wealth Management - Francis Small
Sydney, NS
National Wealth Management
Sydney, NS
Reilly O'rourke - TD Financial Planner
Sydney, NS
Robert Sidney CFP
Sydney, NS
The Farwell Group at Scotia Wealth Management
Sydney, NS
Viner & Selig Wealth Management
Sydney, NS
Wiltshire Financial Management
Sydney, NS
Eastport Financial Group Inc
Sydney, NS
MNP Debt - Licensed Insolvency Trustees Bankruptcy & Consumer Proposals
Sydney, NS
easyfinancial Services
Sydney, NS
Liberty Tax
Sydney, NS
Day to Day Finance
Sydney, NS
Celtic Financial Solutions
Sydney, NS
Co-operators - Tom Farr Insurance Services Ltd
Sydney, NS
Applied Wealth Strategies
Sydney, NS
JP Financial Ltd / Great West Life
Sydney, NS
Rita Anderson & Associates
Sydney, NS
Wilson Investments Ltd
Sydney, NS
J. Francis Investments Ltd.
Sydney, NS
Ahern Finance
Sydney, NS
Bev MacPherson - MacPherson Brygidyr-Rogers Investment Management Group
Sydney, NS
BMO NESBITT BURNS
Sydney, NS
Brandon Sidney, Financial Advisor
Sydney, NS
CBAM Property Management
Sydney, NS
CIBC Financial Advisor: Cole Nichols
Sydney, NS
CIBC Financial Advisor: Glenn Meade
Sydney, NS
CIBC Financial Advisor: Jana Gerrow
Sydney, NS
CIBC Mortgage Advisor: Holly Malay
Sydney, NS
CIBC Mortgage Advisor: Jason Flemming
Sydney, NS
CIBC Mortgage Advisor: Nancy Phillips
Sydney, NS
David Jamael - BMO Nesbitt Burns
Sydney, NS
Edward Jones - Financial Advisor: Robert Greenop
Sydney, NS
IG Wealth Management - BRAD DROVER, BSc, CFP, RRC
Sydney, NS
IG Wealth Management - DAVID BOWN
Sydney, NS
IG Wealth Management - DOUG MACKENZIE, RRC
Sydney, NS
IG Wealth Management - JARYD FORGERON, CFP, CIM
Sydney, NS
IG Wealth Management - PAUL KEATING and TEAM
Sydney, NS
Investment Planning Counsel
Sydney, NS
IPC Investment Corporation - Claude Sampson
Sydney, NS
MacGillivary Financial Management
Sydney, NS
MacPherson Brygidyr - Rogers Investment Management Group - ScotiaMcLeod
Sydney, NS
Manulife Securities Incorporated
Sydney, NS
Maritime Wealth Management & Quadrus
Sydney, NS
MD Financial Management
Sydney, NS
Primerica Financial Services
Sydney, NS
Scotia Wealth Management - Sydney
Sydney, NS
Sifnakis Group - IG Private Wealth Management
Sydney, NS
Stacey Brygidyr-Rogers - ScotiaMcLeod - Senior Wealth Advisor
Sydney, NS
Stacey McGean: Financial Planner at BMO
Sydney, NS
Sun Life Tony Julian
Sydney, NS
Sydney of RBC Dominion Securities Inc.
Sydney, NS
Frequently Asked Questions
How much does a financial advisor cost in Sydney?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.