SoradinSoradin

Financial Planners in White Rock, BC

How to choose a financial planner in White Rock

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.

Dave Lee

Senior Wealth Advisor

Scotia Wealth Management

White Rock, BC

ProfileNo contact yet

Matthew Dyck

Investment Advisor and Financial Planner

BMO Nesbitt Burns Financial Services Inc.

White Rock, BC

ProfileNo contact yet

Ross Vender

Wealth Advisor & Associate Portfolio Manager

Scotia Wealth Management

White Rock, BC

ProfileNo contact yet
About this city

Nearby cities