Financial Advisors in Ontario
Browse 1,886 financial advisors in Ontario — page 15 of 40.
Rock Harbour Wealth Management
Windsor, ON
Rockcliffe Wealth Advisors
Ottawa, ON
ROCKLINC Investment Partners
Burlington, ON
Rockwood Financial
Guelph, ON
Rockwood Financial - Formerly Peter Dickieson Wealth Management
Guelph, ON
Rod White – The Escarpment Advisory Group – Scotia Wealth Management
Burlington, ON
Rose Hilderley: Financial Planner at BMO
Windsor, ON
RowanOak Private Wealth Counsel
Oakville, ON
RoyalPlan Financial
Vaughan, ON
Roysun Financial Ltd.
Vaughan, ON
RP Investment Advisors
Toronto, ON
Ryan Chin, MBA - Sun Life Financial Advisor
Hamilton, ON
Ryan Lamontagne Inc.
Ottawa, ON
Ryan Wilson, Sun Life Advisor
Waterloo, ON
Sachin Jain, Financial Advisor
Richmond Hill, ON
Safeguard Insurance and Financial Services Ltd.
Hamilton, ON
Sager Fingland Wealth Management - TD Wealth Private Investment Advice
Waterloo, ON
Sahil Budhiraja - TD Financial Planner
Brampton, ON
Sandra Ramos & Associates - IG Private Wealth Management
Barrie, ON
Sandy Reagan: Financial Planner at BMO
Windsor, ON
Sanjay Bhasin - TD Financial Planner
Brampton, ON
Sarah Stewart - TD Financial Planner
Barrie, ON
Scepanovic & Associates Private Wealth Management
Burlington, ON
Schneider & Pollock Wealth Management Inc.
Toronto, ON
Schwab Financial Services Inc.
Burlington, ON
SciVest Capital Management Inc.
London, ON
Scotia Wealth Management - Burlington
Burlington, ON
Scotia Wealth Management - International
Toronto, ON
Scott McEachern - Insurance and Financial Services
Barrie, ON
Scott Mckinnon - TD Financial Planner
Oakville, ON
Scott Miller - The Miller Investment Advisory Group - ScotiaMcLeod
Kingston, ON
Sean Figueroa - The Figueroa Advisory - Scotia Wealth Management
Mississauga, ON
Sean May CFP, CIM, FCSI - IG Wealth Management
Kingston, ON
Sean Pantin - TD Wealth Private Investment Advice
Burlington, ON
Secura Financial Group Ltd
Kingston, ON
Seeley Group Private Wealth Management
Toronto, ON
Seguin Financial Group
Windsor, ON
Sergio Rubin Clark - BMO Finanical Planner
Mississauga, ON
Seven Elements Wealth Planning Inc.
Barrie, ON
SG Wealth Management
Markham, ON
Shah Financial Planning Inc.
Vaughan, ON
Sharma & Associates Private Wealth Management
Brampton, ON
Sharma Wealth Management / Manulife Wealth
Mississauga, ON
Shaughnessy Financial / Investia Financial Services Inc.
Waterloo, ON
Shawn Basra - TD Financial Planner
Cambridge, ON
Shawn Bough - IG Wealth Management
Kingston, ON
Sheena Magnotta, PFP , QAFP - Sun Life Financial Associate Advisor
Oakville, ON
Shervin Shalchian - CIBC Private Wealth, Private Banking
Richmond Hill, 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.