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Financial Planners in Vernon, BC

How to choose a financial planner in Vernon

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.

Dallas Skoda

Client Services Coordinator

Braun Financial Services Ltd.

Vernon, BC

ProfileNo contact yet

Betty Weselak

Investment Specialist & Financial Planner

IG Wealth Management

Vernon, BC

ProfileNo contact yet

Ian Paulson

Vice President - Wealth Management

VantageOne Financial Corp.

Vernon, BC

ProfileNo contact yet

Rob Bauml

Financial Planner, Life Insurance Agent

Summit Financial Planners Inc.

Vernon, BC

ProfileNo contact yet

Jill Diemer

Certified Financial Planner

Investors Group Financial Services Inc.

Vernon, BC

ProfileNo contact yet

Kali Peebles

Senior Associate Investment Advisor

Wellington-Altus Private Wealth Inc.

Vernon, BC

ProfileNo contact yet

Les Marx

Financial Advisor

Edward Jones Investments

Vernon, BC

ProfileNo contact yet

Tyler Sookarow

Senior Financial Planner, Investment and Retirement Planning

Rbc

Vernon, BC

ProfileNo contact yet
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