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Financial Planners in Kamloops, BC

How to choose a financial planner in Kamloops

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.

Brenda Sawada

Chartered Financial Planner, Certified Health Specialist

Manulife Securities Incorporated

Kamloops, BC

ProfileNo contact yet

Sean Schneider

Licensed Representative

M.A.Schneider Insurance Agencies Inc

Kamloops, BC

ProfileNo contact yet

Fred Zhou

Senior Financial Planner

TD Waterhouse Financial Planning

Kamloops, BC

ProfileNo contact yet

Michele Logan

Associate Investment Advisor

RBC Dominion Securities Inc

Kamloops, BC

ProfileNo contact yet

Jacques Lam

Senior Financial Consultant

IG Wealth Management

Kamloops, BC

ProfileNo contact yet
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