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Financial Planners in Langley Twp, BC

How to choose a financial planner in Langley Twp

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.

Adam Bornn

Financial Planner

Parallel Wealth Financial Group

Langley, BC

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Randy Ponte

Investment Advisor

TD Wealth Private Investment Advice

Langley, BC

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Jeffery Taron

Investment Advisor

RBC Wealth Management - Dominion Securities

Langley, BC

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Mark Stepan

Investment Advisor & Financial Planner

RBC Wealth Management - Dominion Securities

Langley, BC

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Peter Mandoli

Certified Financial Planner

Canada Life Assurance Company

Langley, BC

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