Financial Advisors in Ontario
Browse 1,886 financial advisors in Ontario — page 27 of 40.
assante financail management ltd
pembroke, ON
Assante Financial Management Ltd
Burlington, ON
Assante Financial Management Ltd.
Mississauga, ON
Assante Financial Management Ltd.
London, ON
Assante Financial Management Ltd.
Kitchener, ON
Assante Financial Management Ltd.
Markham, ON
Assante Financial Management Ltd.
Oshawa, ON
Assante Financial Management Ltd. - Dianne Lackonick
Kingston, ON
assante wealth management
north-bay, ON
assante wealth management
new-liskeard, ON
assante wealth management north bay
north-bay, ON
assurances et services
peterborough, ON
Aubrey D'Souza - TD Wealth Private Investment Advice
Brampton, ON
Awil Pereira - BMO Financial Planner
Brampton, ON
B & A Financial Group
Markham, ON
Babstock Cairns Thomas Financial Services
Cambridge, ON
Badri Mahdavi-Lang - The Maggio Group - ScotiaMcLeod - Scotia Wealth Management
Vaughan, ON
Bailey Swift - Scotia McLeod - Scotia Wealth Management
Barrie, ON
Bechtel McIntyre Lewis Wealth Management - TD Wealth Private Investment Advice
Kingston, ON
Beckman Wealth Management
Ottawa, ON
Bench Wealth Management - TD Wealth Private Investment Advice
St. Catharines, ON
Bennett Financial Planning Group
Oshawa, ON
benoit bizier - td financial planner
north-bay, ON
Bernard Burkom - Burkom and See Investment Group - ScotiaMcLeod
Kingston, ON
Bigger Piggy Bank Wealth
Cambridge, ON
BJK Financial Group / Investia Financial Services Inc.
Cambridge, ON
Blake Wealth
Hamilton, ON
bmo nesbitt burns
north-bay, ON
BMO Nesbitt Burns
Cambridge, ON
BMO Private Wealth
Guelph, ON
Bradley Gaskin Marshall Financial Services Limited
Cambridge, ON
Bradley Wilson - TD Wealth Private Investment Advice
Hamilton, ON
Brazier Dupuis Wealth Management - TD Wealth Private Investment Advice
Windsor, ON
Brett Langill, CFP, CIM, FCSI - Raymond James Ltd.
Mississauga, ON
Brian Farrants - BMO Financial Planner
London, ON
Brian Mcintyre - TD Wealth Private Investment Advice
Kingston, ON
Brigit Cuzen - Financial Services Desjardins
Hamilton, ON
Bristol Capital Management
Oakville, ON
BRiTE Wealth Management - TD Wealth Private Investment Advice
Mississauga, ON
Bruno Persichilli - Private Banking - Scotia Wealth Management
Vaughan, ON
Bryan Sklar - Private Investment Counsel - Scotia Wealth Management
Vaughan, ON
c j t t transmitter
new-liskeard, ON
Campbell Lee & Ross Investment Management Inc
Oakville, ON
Canaccord Genuity Wealth Management - Waterloo
Waterloo, ON
Canaccord Wealth Management
Barrie, ON
Candis Parachin - CIBC Private Wealth, Private Banking
Vaughan, ON
Catherine Yuan - Private Investment Counsel - Scotia Wealth Management
Markham, ON
cementation canada inc
north-bay, 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.