Financial Advisors in Ontario
Browse 1,886 financial advisors in Ontario — page 4 of 40.
CIBC Financial Advisor: Kunjal Patel
Brampton, ON
CIBC Financial Advisor: Laurie Ross
London, ON
CIBC Financial Advisor: Manraj Bindra
Brampton, ON
CIBC Financial Advisor: Mona Damavandi
Vaughan, ON
CIBC Financial Advisor: Neil Shi
Markham, ON
CIBC Financial Advisor: Neomal Fernando
Vaughan, ON
CIBC Financial Advisor: Ojasvi Kumari
Brampton, ON
CIBC Financial Advisor: Preeti Mathur
Brampton, ON
CIBC Financial Advisor: Shalini Fernando
Brampton, ON
CIBC Financial Advisor: Shirley Fong
Richmond Hill, ON
CIBC Financial Advisor: Temitayo Urubusi
Oshawa, ON
CIBC Financial Advisor: Vikas Ahuja
Brampton, ON
CIBC Financial Advisor: Yanni Wang
Richmond Hill, ON
CIBC Mortgage Advisor: Inderjit Sarpal
Cambridge, ON
CIBC Mortgage Advisor: Kevin Trott
Kingston, ON
CIBC Mortgage Advisor: Shadi Jafarian
Richmond Hill, ON
CIBC Wood Gundy
St. Catharines, ON
Ciro D’ambrosio - TD Financial Planner
Vaughan, ON
Claire Kennedy - BMO Financial Planner
Burlington, ON
Clark Financial Group
Windsor, ON
Clearview Financial Group
Toronto, ON
Clients, Partners & Associates Inc
Richmond Hill, ON
Colin Tieu
Richmond Hill, ON
Collin Duggan - BMO Financial Planner
Windsor, ON
Compass Private Wealth
Guelph, ON
Confido Wealth Management Group at Manulife Securities
Oakville, ON
Conor Amyot - IG Wealth Management
Oshawa, ON
Copper Tree Financial
Windsor, ON
Cornerstone Financial Management Inc.
London, ON
Cory Garlock - TD Wealth Private Investment Advice
Ottawa, ON
Couturier Financial Solutions Inc, Sun Life
London, ON
Cowan Financial Solutions
Cambridge, ON
Crawford Ashwood Financial (Investia Financial Services Inc.)
Cambridge, ON
Create Wealth Management
Ottawa, ON
Cremasco Financial Inc
Guelph, ON
CrossPoint Financial
Ottawa, ON
CSR Wealth Management
Brampton, ON
Cumberland Private Wealth Management
Kingston, ON
Cutrara Wealth
Vaughan, ON
D.B. Wyatt and Associates, Manulife Wealth
St. Catharines, ON
D.R. Johnson Financial Services Inc.
Waterloo, ON
D'Arcy Mosher Financial Consultants Inc.
Guelph, ON
Daniel Beltran - Sun Life Financial Advisor
London, ON
Daniel Charendoff - BMO Financial Planner
Toronto, ON
Daniel Matijiw - TD Financial Planner
Windsor, ON
Darren Sweeney Insurance & Wealth | Waterloo Financial Advisor
Waterloo, ON
David Corrado, CFP - Certified Financial Planner
Vaughan, ON
David Davies, CFP, CLU, CCS - Sun Life Financial Advisor
London, 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.