Financial Advisors in Ontario
Browse 1,886 financial advisors in Ontario — page 17 of 40.
The Soo Wealth Management Group
Toronto, ON
The Steele Group Financial
Cambridge, ON
The William Douglas Group/ Aligned Capital Partners - Wealth Management and Financial Planning
Burlington, ON
Thomas C. Chan Financial Service | Life Insurance Toronto | Retirement Planning Toronto
Toronto, ON
Three Degree Wealth Advisory Inc.
Ottawa, ON
Tina Huang - BMO Financial Planner
Markham, ON
TMFD Financial Mississauga
Mississauga, ON
Tom Hay - Advisor, Sun Life
St. Catharines, ON
Tony DiPaolo: Financial Planner at BMO
Windsor, ON
TOPLINE Financial Advisors
Windsor, ON
Toronto Financial Academy
Toronto, ON
Tracy Liu - Financial Planner
Oakville, ON
Trailway Wealth Advisors
Ottawa, ON
Transition Wealth Advisors
Mississauga, ON
True Financial Investment Group Inc
Vaughan, ON
True Wealth Advisors
Oshawa, ON
Ullman Wealth Management
Toronto, ON
Unified Advisory Group - Assante Financial Management Ltd.
Cambridge, ON
Unionville Investments & Insurance Services - Sun Life
Markham, ON
Upper Canada Capital Private Wealth Management
Toronto, ON
Uptown Financial Inc.
Vaughan, ON
Uptown Wealth Management/IPC Securities
Toronto, ON
Vaishali Petkar - TD Financial Planner
Brampton, ON
Valuetrend Wealth Management
Barrie, ON
VFG Wealth (Formerly Vancea Financial Group)
Cambridge, ON
Vida Financial Group Inc.
Vaughan, ON
Vincero Capital Management Inc
Hamilton, ON
Visconti Financial Group Inc
Markham, ON
Volpe Financial Solutions
Oakville, ON
Wagner, Livock & Associates Financial Services Inc.
Kitchener, ON
Walker Wealth Management
Toronto, ON
Wassen Mahdi - TD Financial Planner
Guelph, ON
Watermark Wealth Management/ iA Private Wealth
Burlington, ON
Watson Investments
Oakville, ON
Wealth Advisor - Cesar Alcantara
London, ON
Wealth Harvest Group
Ottawa, ON
Wealth Management by Monica Weissmann - Manulife Wealth Inc.
Toronto, ON
Wealth Street Financial Solutions
Ottawa, ON
Wealth Your Way
Kitchener, ON
Wealthable
Burlington, ON
Wealthcare Professionals - iA Private Wealth
Mississauga, ON
WealthWise Planning Inc
London, ON
Webster Financial
Hamilton, ON
Welch Capital Partners
Ottawa, ON
Wellington-Altus - Sumreet Dhaliwal Investment Advisor
Burlington, ON
West End Wealth Planning - IPC Securities Corporation | Paul Barreca
Toronto, ON
Westdale Financial Services
Hamilton, ON
What the Financial
Mississauga, 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.