Financial Advisors in Ontario
Browse 1,886 financial advisors in Ontario — page 28 of 40.
centre de services desjardins earlton
earlton, ON
CG Wealth Management - Lysnes Wealth Management
Waterloo, ON
chester gold silver company
sarnia, ON
Chris Betts - ScotiaMcLeod - Scotia Wealth Management
Kingston, ON
Chris Carleton - BMO Financial Planner
Kingston, ON
Chris Vaughan - Manulife Wealth
Vaughan, ON
Christie Nicolacopoulos - ScotiaMcLeod - Scotia Wealth Management
Windsor, ON
CI Assante Wealth Management
Ottawa, ON
CI Assante Wealth Management - Suzanne Najim & Associates
Ottawa, ON
CI Assante Wealth Management | Grand River
Cambridge, ON
CI Assante Wealth Management Ltd
Windsor, ON
CIBC Financial Advisor: Eric Wedlock
Oshawa, ON
CIBC Financial Advisor: Lee Terry
Oshawa, ON
CIBC Financial Advisor: Tom Ho
Richmond Hill, ON
cibc wood gundy
new-liskeard, ON
CIBC Wood Gundy Oakville Branch
Oakville, ON
Cindy White - BMO Financial Planner
Hamilton, ON
Cissy Zhu - BMO Financial Planner
Oakville, ON
Clarity Private Wealth Solutions
Barrie, ON
claudio piron - investment advisor, tax financ ial service
vaughan, ON
Cole Gary Financial Services
Cambridge, ON
Colin Carter - Thompson Carter Group - ScotiaMcLeod - Scotia Wealth Management
Markham, ON
Colin Liu - Private Investment Counsel - Scotia Wealth Management
Burlington, ON
Connaught Place Investments
Brampton, ON
Connor Farrell - TD Financial Planner
Hamilton, ON
cornerstone insurance brokers
mississauga, ON
Cornerstone Wealth Planning
Kingston, ON
Corporate Park Wealth Management - TD Wealth Private Investment Advice
St. Catharines, ON
Courtney Hewett - TD Financial Planner
Kingston, ON
Cowan Asset Management
Cambridge, ON
Creative Wealth Solutions
Richmond Hill, ON
Cristal Surla - CIBC Private Wealth, Private Banking
Oshawa, ON
Crystal Burgess - TD Financial Planner
Kingston, ON
Crystal Miller - Private Investment Counsel - Scotia Wealth Management
Barrie, ON
Cumberland Private Wealth Management Inc.
Kingston, ON
Custom Financial Services Inc.
Vaughan, ON
D'Souza Lau Wealth Management - TD Wealth Private Investment Advice
Brampton, ON
Daisy Ding - BMO Financial Planner
Burlington, ON
Daley Financial Advisory Group - Raymond James Ltd.
Barrie, ON
Dan LeBlanc - ScotiaMcLeod - Scotia Wealth Management
Burlington, ON
Dane Rushmere - Private Banking - Scotia Wealth Management
Windsor, ON
Daniel Duncan - Consultant at IG Wealth Management
Burlington, ON
Danny Koh - BMO Financial Planner
Oakville, ON
Darlene M Boudreau - Private Investment Counsel - Scotia Wealth Management
Burlington, ON
Dave Brown - BMO Financial Planner
Guelph, ON
David Cruickshank - TD Wealth Private Investment Advice
Brampton, ON
David J Lougheed - ScotiaMcLeod - Scotia Wealth Management
Barrie, ON
David Latreille - Scotiabank Financial Planner & Investment Specialist
Guelph, 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.