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Financial Planners in Prince George, BC

How to choose a financial planner in Prince George

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.

Crystal Loreth

Financial Planner

Sun Life Assurance Company of Canada

Prince George, BC

ProfileNo contact yet

Travis Stringer

Portfolio Manager & Wealth Advisor

RBC Dominion Securities Inc.

Prince George, BC

ProfileNo contact yet

John Kason

Portfolio Manager, Certified Financial Planner

Fieldhouse Capital Management Inc.

prince george, BC

ProfileNo contact yet

Tammy Godbout

Wealth Advisor & Financial Planner

BC Wealth Management | RBC Dominion Securities Inc.

Prince George, BC

ProfileNo contact yet

Chris Velasco

Financial Advisor & Financial Planner

Edward Jones

Prince George, BC

ProfileNo contact yet

Gavin Schlamp

Associate Advisor

Sun Life Assurance Co. of Canada

Prince George, BC

ProfileNo contact yet

Sukhi Klair

Senior Manager, Wealth Management

Integris Financial Planning Services Ltd

Prince George, BC

ProfileNo contact yet

Garrett Dobson

Certified Financial Planner

Assante Wealth Management Ltd.

Prince George, BC

ProfileNo contact yet

Shane Sienaert

Associate Portfolio Manager / Financial Advisor

Assante Wealth Management Ltd.

Prince George, BC

ProfileNo contact yet

Calvin Joe

President

Executive Planning Services Inc.

Prince George, BC

ProfileNo contact yet

Matthew Dawes

Financial Planner

Sun Life Assurance Co. of Canada

Prince George, BC

ProfileNo contact yet
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