Financial Advisors in Ontario
Browse 1,886 financial advisors in Ontario — page 3 of 40.
Brash Financial Inc.
Vaughan, ON
Breah Robinson - IG Wealth Management
Guelph, ON
Brian Poncelet, Financial Advisor
Oakville, ON
Bruce Duggan - TD Wealth Private Investment Advice
Guelph, ON
Burnett Wealth Planning
Oakville, ON
Burton Financial Group
London, ON
Buss Financial Group Inc.
London, ON
By Design Financial Services Inc
Markham, ON
C.R. Smith Financial
St. Catharines, ON
Cactus (Formally Buchner Financial Planning)
Kingston, ON
Caldwell Investment Management Ltd
Toronto, ON
Caldwell Wealth & Estate Advisory Ltd.
Kingston, ON
Callum Sutherland CFP - Financial Planner and Investment Representative
Ottawa, ON
Cambridge of RBC Dominion Securities Inc.
Cambridge, ON
Cameron Tuck: Primerica - Financial Services
Cambridge, ON
Canada financial advisors inc.
Richmond Hill, ON
Canso Investment Counsel Ltd
Richmond Hill, ON
Capital Wealth Management
St. Catharines, ON
Capital Wealth Partners
Ottawa, ON
Cara Stapley - IG Wealth Management
Kingston, ON
Cardinal Point Athlete Advisors
Brampton, ON
Caring for Clients
Toronto, ON
Carol Lao - BMO Financial Planner
Toronto, ON
Carrie Pryce Financial Services
Kitchener, ON
Cassie Ma - TD Financial Planner
Oakville, ON
Castlemark Wealth Management Inc.
Vaughan, ON
Cataldo Financial Solutions Inc.
Hamilton, ON
Cerullo Financial Services Ltd.
Waterloo, ON
CFP Group
Vaughan, ON
CHARLTON GROUP CAPITAL MANAGEMENT
Oakville, ON
Cherry Cheung, CFP | Toronto Financial Advisor
Richmond Hill, ON
Chitvvankumar Desai - Insurance Advisor
Cambridge, ON
Chris Lemieux - TD Financial Planner
Oshawa, ON
Christie Nicolacopoulos - ScotiaMcLeod - Scotia Wealth Management
London, ON
Christopher Shelton - BMO Financial Planner
Brampton, ON
Chronicle Financial Corp
Richmond Hill, ON
CI Private Wealth
Toronto, ON
Cian Coughlan - TD Financial Planner
Kitchener, ON
CIBC Financial Advisor: Allen Wang
Markham, ON
CIBC Financial Advisor: Benjamin Gu
Richmond Hill, ON
CIBC Financial Advisor: Bilkis Patel
Brampton, ON
CIBC Financial Advisor: Daniel Hu
Oakville, ON
CIBC Financial Advisor: David Samir
Markham, ON
CIBC Financial Advisor: Elena Kichiguina
Vaughan, ON
CIBC Financial Advisor: Graeme Talbot
Burlington, ON
CIBC Financial Advisor: Jacob O'Malley
Oshawa, ON
CIBC Financial Advisor: Jaskaran Gill
Vaughan, ON
CIBC Financial Advisor: Jay Mehta
Ottawa, 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.