Financial Advisors in Burlington
Browse 94 financial advisors in Burlington.
Aldershot Financial Group
Burlington, ON
Allison Oldfield - TD Financial Planner
Burlington, ON
Angela Galer-Grist - BMO Nesbitt Burns
Burlington, ON
Bogdan Stetic - Financial Planner | Manulife Wealth Inc.
Burlington, ON
Bold Barrel Financial - Kevin Schuster
Burlington, ON
CIBC Financial Advisor: Graeme Talbot
Burlington, ON
Claire Kennedy - BMO Financial Planner
Burlington, ON
deGraaf Financial Strategies
Burlington, ON
Edward Jones - Financial Advisor: Adrian Van Mierlo
Burlington, ON
Edward Jones - Financial Advisor: Ahmed Rizvi
Burlington, ON
Edward Jones - Financial Advisor: Alissa C McAnuff, QAFP®
Burlington, ON
Edward Jones - Financial Advisor: Cory Sheehan
Burlington, ON
Edward Jones - Financial Advisor: Todd Neff, CFP®
Burlington, ON
Evergreen Wealth Management
Burlington, ON
Evolv Financial Solutions - Sun Life
Burlington, ON
ExcelPlan Financial/Investia Financial Services Inc.
Burlington, ON
Halton Financial Group
Burlington, ON
iA Private Wealth
Burlington, ON
IG Wealth Management - ANDREA ZUKIWSKI, CFP CLU
Burlington, ON
IG Wealth Management - JUSTIN POIRIER, CPA, CMA, MBA
Burlington, ON
IG Wealth Management - JUSTIN ST. LOUIS, CFP, RRC
Burlington, ON
IG Wealth Management - KIRK OLDFIELD, CMA
Burlington, ON
IG Wealth Management - RUSSELL MATIONG, CLU, RRC, Ch.FP
Burlington, ON
Infinity Insurance and Investment Solutions
Burlington, ON
Integrity Wealth Management Inc.
Burlington, ON
IPC Investment Corporation - Wade Van Bostelen
Burlington, ON
Jack Lumsden, Financial Advisor, MBA, CFP - CI Assante Wealth Management Ltd
Burlington, ON
Jacobs Financial (Ben Jacobs, Advisor)
Burlington, ON
Lakeview Wealth Management - Wellington-Altus Private Wealth
Burlington, ON
LG Financial Group Inc
Burlington, ON
Llewellyn & Associates IG Private Wealth Management
Burlington, ON
Ludmila Esmail, CFP, CIM; Elevate Wealth Group - Wellington-Altus Private Wealth
Burlington, ON
Mark Bryars - TD Financial Planner
Burlington, ON
Matthew Perri, CPA - Financial Advisor, Sun Life
Burlington, ON
Metherell Financial
Burlington, ON
Michael Gombosa - BMO Financial Planner
Burlington, ON
Niagara Wealth - Financial Coaching & Financial Solutions
Burlington, ON
Oldfield Group Wealth Management
Burlington, ON
Portland Investment Counsel Inc.
Burlington, ON
R. Sales & Associates | IG Private Wealth Management
Burlington, ON
ROCKLINC Investment Partners
Burlington, ON
Rod White – The Escarpment Advisory Group – Scotia Wealth Management
Burlington, ON
Scepanovic & Associates Private Wealth Management
Burlington, ON
Schwab Financial Services Inc.
Burlington, ON
Scotia Wealth Management - Burlington
Burlington, ON
Sean Pantin - TD Wealth Private Investment Advice
Burlington, ON
Skyview Private Wealth
Burlington, ON
Sovereign Wealth
Burlington, ON
Taras Hucal, CFP®, RRC® - IG Wealth Management
Burlington, ON
The William Douglas Group/ Aligned Capital Partners - Wealth Management and Financial Planning
Burlington, ON
Watermark Wealth Management/ iA Private Wealth
Burlington, ON
Wealthable
Burlington, ON
Wellington-Altus - Sumreet Dhaliwal Investment Advisor
Burlington, ON
Wilk Grzadka Group - IG Private Wealth Management
Burlington, ON
Business Finance Specialist
Burlington, ON
Cruz Financial
Burlington, ON
IG Wealth Management - Wade Karfor, CFP CLU
Burlington, ON
Richardson Wealth Limited
Burlington, ON
Edward Jones - Financial Advisor: Derek K Friesen
Burlington, ON
Mandeville Holdings Inc.
Burlington, ON
Tribe Financial Group
Burlington, ON
Mueller Financial Group Inc.
Burlington, ON
Ryan Mcinnes - TD Financial Planner
Burlington, ON
Frances Scarcelli - BMO Financial Planner
Burlington, ON
Aligned Capital Partners Inc.
Burlington, ON
Oakstone Wealth - Investment Planning Counsel
Burlington, ON
Pearl Planning & Financial Solutions / Manulife Wealth Inc.
Burlington, ON
Harbourfront Wealth Management Inc.
Burlington, ON
Blue Oceans Private Wealth
Burlington, ON
Assante Capital Management Ltd.
Burlington, ON
Assante Financial Management Ltd
Burlington, ON
Colin Liu - Private Investment Counsel - Scotia Wealth Management
Burlington, ON
Daisy Ding - BMO Financial Planner
Burlington, ON
Dan LeBlanc - ScotiaMcLeod - Scotia Wealth Management
Burlington, ON
Daniel Duncan - Consultant at IG Wealth Management
Burlington, ON
Darlene M Boudreau - Private Investment Counsel - Scotia Wealth Management
Burlington, ON
Edward Jones - Financial Advisor: Gail Jordan
Burlington, ON
Edward Jones - Financial Advisor: Peter N Skoretz, FMA
Burlington, ON
Escarpment Wealth Management
Burlington, ON
Financial Planning Services
Burlington, ON
Gregory Kippers - ScotiaMcLeod - Scotia Wealth Management
Burlington, ON
IG Wealth Management
Burlington, ON
IG Wealth Management - ANDREW JOHNSON, BES, CEA, CKA, MFA-P
Burlington, ON
Jennifer Langlois - Private Investment Counsel - Scotia Wealth Management
Burlington, ON
Kemp Financial Group Inc.
Burlington, ON
Millcroft Financial Group Ltd.
Burlington, ON
Mindful Wealth Management | Manulife Wealth Inc.
Burlington, ON
North Shore Wealth Management I Manulife Wealth
Burlington, ON
Reg Meecham - Oakvest Group - ScotiaMcLeod - Scotia Wealth Management
Burlington, ON
Steven Turner - Oakvest Group - ScotiaMcLeod - Scotia Wealth Management
Burlington, ON
Strong Private Wealth of Raymond James Ltd.
Burlington, ON
TD Wealth Private Investment Advice
Burlington, ON
Tru Financial Group
Burlington, ON
Veritable Wealth Advisory
Burlington, ON
Frequently Asked Questions
How much does a financial advisor cost in Burlington?
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.