Financial Advisors in Ontario
Browse 1,886 financial advisors in Ontario — page 23 of 40.
CIBC Financial Advisor: Dishank Shah
Brampton, ON
Nexus Investment Management
Toronto, ON
Oakville of RBC Dominion Securities Inc.
Oakville, ON
RBC Wealth Management
Toronto, ON
BMO Private Wealth
Windsor, ON
CANFIN Wealth Management
Hamilton, ON
CIBC Financial Advisor: Brandon Ducedre
Windsor, ON
CIBC Financial Advisor: Vladislav Petkovic
Kitchener, ON
CIBC Wood Gundy Hamilton Branch
Hamilton, ON
CIBC Wood Gundy Kingston Branch
Kingston, ON
Cornwall Financial Partners Inc.
Oakville, ON
Desjardins Financial Security Independent Network
Oshawa, ON
Edward Jones - Financial Advisor: Michael Halfpenny
Kingston, ON
Horizon Financial Group
Windsor, ON
Jason Wong - TD Financial Planner
Markham, ON
Steele Wealth Management of Raymond James Ltd.
Waterloo, ON
Sun Life Financial Mississauga
Mississauga, ON
TD Wealth Private Investment Advice
Waterloo, ON
TMFD Financial Ottawa
Ottawa, ON
Virginia Wong - BMO Investment Funds Specialist
Richmond Hill, ON
World Financial Group, Vaughan
Vaughan, ON
Birbari Wealth Management Group
Oakville, ON
Credit Network Inc
St. Catharines, ON
Dahabshiil Financial
Kitchener, ON
4 Pillars Brampton - Debt Relief Specialists
Brampton, ON
CIBC Business Advisor: Ahmed Hossain
Oshawa, ON
ARC Financial Planning Group Ltd.
London, ON
Barrie of RBC Dominion Securities Inc.
Barrie, ON
Edward Jones - Financial Advisor: Danny Letourneau
Ottawa, ON
FP Canada
Toronto, ON
Frances Scarcelli - BMO Financial Planner
Burlington, ON
THE Financial Strategies Group
Mississauga, ON
TheWorks Financial Solutions Inc.
Windsor, ON
Aligned Capital Partners Inc.
Burlington, ON
CIBC Wood Gundy Ottawa Branch
Ottawa, ON
EES Financial Services Ltd
Markham, ON
Fred Evans Financial
Kingston, ON
Ia Financial Partners Ltd
Waterloo, ON
IG Wealth Management
Oshawa, ON
Jason Gibbons - TD Financial Planner
Oshawa, ON
Richmond Hill of RBC Dominion Securities Inc.
Richmond Hill, ON
Grand Financial Management Inc.
Vaughan, ON
IG Wealth Management
Waterloo, ON
Roche Financial Group
Oshawa, ON
World Financial Group
Richmond Hill, ON
Abbington Financial Group
Hamilton, ON
Advance Financial
Kitchener, ON
Amerity Wealth Management Inc.
Markham, 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.