Financial Advisors in Oshawa
Browse 92 financial advisors in Oshawa.
Chris Lemieux - TD Financial Planner
Oshawa, ON
CIBC Financial Advisor: Jacob O'Malley
Oshawa, ON
CIBC Financial Advisor: Temitayo Urubusi
Oshawa, ON
Conor Amyot - IG Wealth Management
Oshawa, ON
Edward Jones - Financial Advisor: Angelo Di Flumeri
Oshawa, ON
Edward Jones - Financial Advisor: Joe Di Flumeri, CFP®
Oshawa, ON
Fred Cacciotti CLU
Oshawa, ON
Harmer Wealth Management Corp.
Oshawa, ON
IG Wealth Management - BOB ALLEN, BBA
Oshawa, ON
IG Wealth Management - ELENA Mularczyk, CFP RRC EPC
Oshawa, ON
IG Wealth Management - ERIK SMITH
Oshawa, ON
John Ivicic - TD Financial Planner
Oshawa, ON
Johnathan Pollock - Thompson & Pollock Wealth
Oshawa, ON
Lake Front Financial
Oshawa, ON
Larmond Risk Management Insurance Inc.
Oshawa, ON
LDR Financial - No Medical | Mortgage | Term | Permanent Life Insurance - Agent | Broker | Advisor | Travel Insurance
Oshawa, ON
Leslie Edmunds, Jim French & Richard Huzar - IG Private Wealth Management
Oshawa, ON
My Cha-Ching
Oshawa, ON
Revo Financial
Oshawa, ON
Ridgepoint Wealth Management
Oshawa, ON
Simpson John & Associates
Oshawa, ON
True Wealth Advisors
Oshawa, ON
White R J Financial Inc
Oshawa, ON
BDO Debt Solutions
Oshawa, ON
Chartren Dutka Wealth & Legacy Partners | CI Assante Wealth Management Ltd.
Oshawa, ON
David Sklar & Associates – Consumer Proposals & Licensed Insolvency Trustees
Oshawa, ON
Edward Jones - Financial Advisor: Lisa E Currie, PFP®
Oshawa, ON
Financial Planner I B G Financial Corp. I The Max Financial | Brandon Gurley I Financial Advisor I Group Benefits
Oshawa, ON
CIBC Financial Advisor: Cassie Scott
Oshawa, ON
Compass Wealth Partners
Oshawa, ON
Durham Region of RBC Dominion Securities Inc.
Oshawa, ON
Hoyes, Michalos & Associates - Consumer Proposal & Licensed Insolvency Trustee
Oshawa, ON
SPERGEL - Consumer Proposal & Licensed Insolvency Trustees
Oshawa, ON
Stoneleigh Management
Oshawa, ON
Taunton Financial Center - Callery & Capesky Insurance & Wealth Management Inc
Oshawa, ON
IG Wealth Management - IAN ROMANS, MBA, RRC, QAFP, CLU, TEP
Oshawa, ON
Desjardins Financial Security Independent Network
Oshawa, ON
CIBC Business Advisor: Ahmed Hossain
Oshawa, ON
IG Wealth Management
Oshawa, ON
Jason Gibbons - TD Financial Planner
Oshawa, ON
Roche Financial Group
Oshawa, ON
CIBC Financial Advisor: Richard LeBarron
Oshawa, ON
Goals Based Financial Planning Inc.
Oshawa, ON
CIBC Wood Gundy Oshawa Branch
Oshawa, ON
BMO Private Wealth
Oshawa, ON
CIBC Financial Advisor: Teena Patel
Oshawa, ON
CIBC Financial Advisor: Tricia Chapman
Oshawa, ON
Advisor21
Oshawa, ON
Andre Thorpe - Financial Planner
Oshawa, ON
Andy Ellis - Landmark Wealth Management - Raymond James Ltd.
Oshawa, ON
Assante Financial Management Ltd.
Oshawa, ON
Bennett Financial Planning Group
Oshawa, ON
CIBC Financial Advisor: Eric Wedlock
Oshawa, ON
CIBC Financial Advisor: Lee Terry
Oshawa, ON
Cristal Surla - CIBC Private Wealth, Private Banking
Oshawa, ON
Dorey Kabouchi - BMO Financial Planner
Oshawa, ON
Durham Wealth Planning Group
Oshawa, ON
Emily Brown - BMO Investment Funds Specialist
Oshawa, ON
Equity Associates Inc.
Oshawa, ON
IG Private Wealth Management - AL DELANEY
Oshawa, ON
IG Private Wealth Management - Kathy Duguay, CFP
Oshawa, ON
IG Wealth Management - ABDUL VERSI, CIWM, PFP, FCSI
Oshawa, ON
IG Wealth Management - BASIL RODNEY
Oshawa, ON
IG Wealth Management - JONATHAN WU, RRC
Oshawa, ON
IG Wealth Management - MARY RICHARDS
Oshawa, ON
IG Wealth Management - MATT ROTH, CFP, RRC
Oshawa, ON
IG Wealth Management - MATTHEW CHORNABY, CIM
Oshawa, ON
IG Wealth Management - Olivia-Joan Lym, CFP®, RRC®
Oshawa, ON
IG Wealth Management - PERRY EISENER
Oshawa, ON
IG Wealth Management - PETER TEDFORD, B.A, RRC, CFP,
Oshawa, ON
IG Wealth Management - RICK KOSTECZKO, B.Sc., M.H. Sc.
Oshawa, ON
IG Wealth Management - ROB GILES, PFP
Oshawa, ON
IG Wealth Management - ROB SMALLWOOD, CFP RRC
Oshawa, ON
IG Wealth Management - RORY SCULLY, CFP
Oshawa, ON
IG Wealth Management - SEAN AUNE, MBA, CFP, RRC
Oshawa, ON
IG Wealth Management - TIM VAN PINXTEREN, CFP, RRC , BSc
Oshawa, ON
IPC Securities Corporation - Robert Pugh
Oshawa, ON
Jason Baker - TD Financial Planner
Oshawa, ON
Joanne Follows - BMO Nesbitt Burns
Oshawa, ON
Justin Kelly - TD Financial Planner
Oshawa, ON
Kinsley Gormley - BMO Financial Planner
Oshawa, ON
Leslie Caissie - CIBC Private Wealth, Private Banking
Oshawa, ON
Marek Financial Group
Oshawa, ON
McLaren Wealth Management
Oshawa, ON
National Bank - Vanessa Benedict
Oshawa, ON
National Bank Financial - Wealth Management
Oshawa, ON
Rick Wichmann - IG Wealth Management
Oshawa, ON
Robert Stewart - BMO Nesbitt Burns
Oshawa, ON
Somer Dingman - BMO Financial Planner
Oshawa, ON
Stephanie Nguyen - TD Financial Planner
Oshawa, ON
Suchan McQuaid Wealth Management
Oshawa, ON
The Money Cafe Corporation
Oshawa, ON
Frequently Asked Questions
How much does a financial advisor cost in Oshawa?
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.