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Financial Planners in Chilliwack, BC

How to choose a financial planner in Chilliwack

Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.

Brad Martz

Investment Advisor

Manulife Securities Investment Services Inc.

Chilliwack, BC

ProfileNo contact yet

Lu Qiu

Financial Planner

RBC Royal Bank

Chilliwack, BC

ProfileNo contact yet

Norman Barreca

Investment Advisor/Insurance Agent

IPC Securities Corporation

Chilliwack, BC

ProfileNo contact yet

Eddy Mejlholm

Portfolio Manager & Wealth Advisor

RBC Dominion Securities Inc

Chilliwack, BC

ProfileNo contact yet

Darlene Koller

Portfolio Manager and Wealth Advisor

RBC Wealth Management - Dominion Securities

Chilliwack, BC

ProfileNo contact yet
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