Financial Advisors in Ontario
Browse 1,886 financial advisors in Ontario — page 36 of 40.
moffatt lebel chartered accountants
ottawa, ON
Momentum Wealth Management - TD Wealth Private Investment Advice
Ottawa, ON
Monaghan Wealth Management
Guelph, ON
Monarch Wealth Corporation
Barrie, ON
Moote Investment Group
Hamilton, ON
Morag Robertson - ScotiaMcLeod - Scotia Wealth Management
London, ON
Morna Elliott - TD Financial Planner
Guelph, ON
Morris & Morris - KAREN MORRIS, CFP, RRC
Guelph, ON
Morris Wealth Management
Cambridge, ON
mortgage alliance
mississauga, ON
mortgage corp financial service
north-bay, ON
Mountainview Wealth Management Inc. 道勤财富
Markham, ON
Moyle Rowley Wealth Management Group - Wellington-Altus Private Wealth
Markham, ON
Moyle Rowley Wealth Management Group - Wellington-Altus Private Wealth
Barrie, ON
mrb finance
north-bay, ON
Nadia Di Felice - Private Banking - Private Banker
Vaughan, ON
NASH Family Wealth Management
London, ON
Natalie Jamison - ScotiaMcLeod - Scotia Wealth Management
Oakville, ON
Natasha Fazari - BMO Financial Planner
Vaughan, ON
Natasha Kovacs - TD Financial Planner
Windsor, ON
National Bank - Vanessa Benedict
Oshawa, ON
National Bank Financial - Wealth Management
Brampton, ON
National Bank Financial - Wealth Management
Oshawa, ON
Navdeep Chatrath - BMO Financial Planner
Brampton, ON
neco cfdc/sadc
north-bay, ON
Newport Private Wealth
Kingston, ON
Nichole Hunstein - Mellow-Richardson Investment Management - Scotia Wealth Mgmt
Waterloo, ON
Nick Maggio - The Maggio Group - ScotiaMcLeod - Scotia Wealth Management
Vaughan, ON
Nicola Wealth Management
Vaughan, ON
Nikola McKinnon - TD Wealth Private Investment Advice
Waterloo, ON
Noble Wealth Management
Ottawa, ON
North Shore Wealth Management I Manulife Wealth
Burlington, ON
NorthBridge Consultants
Cambridge, ON
Northern River Financial
Waterloo, ON
Northern Shores Wealth Management
Barrie, ON
Northern Shores Wealth Management - TD Wealth Private Investment Advice
Barrie, ON
NorthSpring Capital Partners
Cambridge, ON
Oculus Wealth Management Inc. Lic.13635
Hamilton, ON
Ontario Debt Advisors
Cambridge, ON
Optimize Wealth Management (BVFG)
Kitchener, ON
P & K Financial Inc.
Markham, ON
Panaich Financial Planning
Cambridge, ON
Parson & Associates - MICHAEL PARSON, CFP
Guelph, ON
Pat Dimopoulos - CIBC Private Wealth, Private Banking
Hamilton, ON
Patrick Weir - Private Investment Counsel - Scotia Wealth Management
London, ON
Paul Berry - TD Financial Planner
Kitchener, ON
Paul Bresnahan - TD Wealth Private Investment Advice
Hamilton, ON
Paul Richardson - Raymond James Ltd.
Kingston, 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.