Financial Advisors in Ontario
Browse 1,886 financial advisors in Ontario — page 10 of 40.
Jacqueline Soong, Desjardins Financial Security
Markham, ON
Jake Wang - TD Financial Planner
Waterloo, ON
James Ferneyhough: Primerica - Financial Services
Cambridge, ON
James Garbe - TD Financial Planner
London, ON
Jamie Madigan, CFP
Toronto, ON
Jamieson Hatch - BMO Nesbitt Burns
Windsor, ON
Jason Cinelli - TD Financial Planner
Vaughan, ON
Jason Lam - TD Financial Planner
Kingston, ON
Jason Murray - TD Wealth Private Investment Advice
Waterloo, ON
Jeffrey Holk - TD Wealth Private Investment Advice
Hamilton, ON
Jenny Wang - TD Financial Planner
Markham, ON
Jeremy Westgate: Financial Planner at BMO
Windsor, ON
Jindal Financial Group Inc
London, ON
JKR Financial Group
Hamilton, ON
JML WEALTH MANAGEMENT INC.
Markham, ON
Jody Cloutier - TD Wealth Private Investment Advice
Windsor, ON
John Fischer - Desjardins Financial Security Investments Inc - Barrie
Barrie, ON
John Ivicic - TD Financial Planner
Oshawa, ON
Johnathan Pollock - Thompson & Pollock Wealth
Oshawa, ON
Johnston & Associates Private Wealth
Kitchener, ON
Jonathan Hill - TD Financial Planner
Ottawa, ON
Joseph Pace - TD Wealth Private Investment Advice
Oakville, ON
Jovan Dubay - TD Financial Planner
Oakville, ON
JR Wealth Management
Toronto, ON
Julie Clark - BMO Financial Planner
Kitchener, ON
Justin Church - BMO Investment Funds Specialist
Windsor, ON
Kapil Financial Services
Brampton, ON
Kathleen Beech, Senior Consultant - IG Wealth Management
Kitchener, ON
KCCU Wealth Solutions
Kingston, ON
Kelvin Chung - TD Financial Planner
Markham, ON
Ken Tiffin - TD Financial Planner
London, ON
Kendra Hallyburton - TD Financial Planner
Barrie, ON
KenThomasJohnFitzgeraldKevinStulp Private Wealth Management
Mississauga, ON
Kevin Moniz Financial Advisor
Brampton, ON
Kevin Reichstein, CFP - Financial Planner - Scotia Financial Planning
Ottawa, ON
Kingston Financial Inc.
Kingston, ON
Kismet Wealth Group
Toronto, ON
Klyne Financial
Kitchener, ON
KMR Financial & Estate Planning Services
London, ON
Koby Lerner Financial Advisor - Raymond James Toronto
Toronto, ON
Koppeser Wealth Counsel
Waterloo, ON
Krystal Martins, BAS, CFP Financial Planner, Investment & Retirement Planning | BMO Bay & Bloor
Toronto, ON
Kyle Neufeld, CIM, PFP - Wealth Advisor, Assante Capital Mgmt
Hamilton, ON
Lacelle Financial Services Inc.
Ottawa, ON
Lago Financial Inc.
Oakville, ON
Lake Front Financial
Oshawa, ON
Lake Life Financial Solutions Inc
Waterloo, ON
Lakeview Wealth Management - Wellington-Altus Private Wealth
Burlington, ON
Frequently Asked Questions
How much does a financial advisor cost in Ontario?
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.