Financial Advisors in Kitchener
Browse 73 financial advisors in Kitchener.
Ahmet Jakupi Financial Solutions Inc
Kitchener, ON
Alex Alfieri - TD Financial Planner
Kitchener, ON
Aligned Capital Partners Inc.
Kitchener, ON
Altrua Financial
Kitchener, ON
Ariana Elezi - BMO Investment Funds Specialist
Kitchener, ON
Asage Financial
Kitchener, ON
Assante Capital Management Ltd.
Kitchener, ON
Carrie Pryce Financial Services
Kitchener, ON
Cian Coughlan - TD Financial Planner
Kitchener, ON
Deverall Calma & Associates
Kitchener, ON
Eau Claire Partners Inc
Kitchener, ON
Edward Jones - Financial Advisor: Chris Sievert
Kitchener, ON
Edward Jones - Financial Advisor: Elaine M Keating
Kitchener, ON
Greg Holland - BMO Financial Planner
Kitchener, ON
Grieco & Sachs Financial Solutions For You Inc.
Kitchener, ON
Hayhoe Team - Raymond James
Kitchener, ON
Howlett Financial Partners
Kitchener, ON
IG Private Wealth Management - Vassalo and Associates
Kitchener, ON
Investia Financial Services Inc - Gary H. Attack Financial Planning Inc.
Kitchener, ON
Johnston & Associates Private Wealth
Kitchener, ON
Julie Clark - BMO Financial Planner
Kitchener, ON
Kathleen Beech, Senior Consultant - IG Wealth Management
Kitchener, ON
Klyne Financial
Kitchener, ON
Mandy Keodara - BMO Financial Planner
Kitchener, ON
Meissner Financial Services Inc.
Kitchener, ON
Plan For Wealth Ltd
Kitchener, ON
Rhea Pradeep - Advisor, Sun Life
Kitchener, ON
Rishi Prasad - TD Financial Planner
Kitchener, ON
Susan Church - TD Financial Planner
Kitchener, ON
Team RV Financial Consultants
Kitchener, ON
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
Wealth Your Way
Kitchener, ON
Century Group Financial Solutions
Kitchener, ON
Hoyes, Michalos & Associates - Consumer Proposal & Licensed Insolvency Trustee
Kitchener, ON
Mike Butean, Advisor, Sun Life
Kitchener, ON
CIBC Financial Advisor: Paul Ventura
Kitchener, ON
LSP Canada
Kitchener, ON
World Financial Group - Kitchener
Kitchener, ON
Hollis Wealth
Kitchener, ON
Primerica
Kitchener, ON
WhiteWater Financial
Kitchener, ON
Atum Financial Services Inc. - Accounting Tax Advisory
Kitchener, ON
CIBC Financial Advisor: Vladislav Petkovic
Kitchener, ON
Dahabshiil Financial
Kitchener, ON
Advance Financial
Kitchener, ON
Ashura Husanini - TD Financial Planner
Kitchener, ON
CIBC Financial Advisor: Anyi Wang
Kitchener, ON
Hamilton Insurance & Financial Management
Kitchener, ON
IG Wealth Management
Kitchener, ON
Sun Life Financial Kitchener
Kitchener, ON
Gordon K Maikawa of Assante Wealth Management
Kitchener, ON
Assante Financial Management Ltd.
Kitchener, ON
Dean Kleebaum - TD Financial Planner
Kitchener, ON
Genesis Wealth Solutions Inc.
Kitchener, ON
IG Wealth Management - DANIELA SCHOUT, PFP, RRC
Kitchener, ON
IG Wealth Management - JACQUELINE MCMULLEN, CLU, PFP
Kitchener, ON
IG Wealth Management - MELISSA MACLEAN, PFP
Kitchener, ON
IG Wealth Management - PAUL WRIGHT, BSc, RRC, CFP
Kitchener, ON
IG Wealth Management - SHARI FOSTER, CFP RRC CHS CDFA CPCA
Kitchener, ON
IG Wealth Management - TERRA CROWLEY, MFA-P, RRC, CEA, CFP
Kitchener, ON
Keyes Financial Strategies Inc
Kitchener, ON
Kyle Walker - TD Financial Planner
Kitchener, ON
Magnify Wealth Management - TD Wealth Private Investment Advice
Kitchener, ON
McGill Wealth - Manulife Wealth
Kitchener, ON
MD Financial Management
Kitchener, ON
Optimize Wealth Management (BVFG)
Kitchener, ON
Paul Berry - TD Financial Planner
Kitchener, ON
Richardson Wealth Limited
Kitchener, ON
Sahil Garg - TD Financial Planner
Kitchener, ON
Scott Chambers - TD Wealth Private Investment Advice
Kitchener, ON
T Mensch Financial Planning
Kitchener, ON
TD Wealth Private Investment Advice
Kitchener, ON
WD Development
Kitchener, ON
Frequently Asked Questions
How much does a financial advisor cost in Kitchener?
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.