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Financial Planners in Ancaster, ON

How to choose a financial planner in Ancaster

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.

Brent Dimen

Senior Wealth Advisor

Assante Wealth Management Ltd.

Ancaster, ON

ProfileNo contact yet

Don Fraser

Senior Financial Planner

TD Waterhouse Financial Planning

Ancaster, ON

ProfileNo contact yet

Nichole Rowson

Associate Wealth Advisor & Financial Planner

RBC Dominion Securities Inc

Ancaster, ON

ProfileNo contact yet

Colin Reid

Portfolio Manager

Aligned Capital Partners Inc.

Ancaster, ON

ProfileNo contact yet

Davis Bick

Associate Advisor

Bick Advisors-Ipc Securities Corp

Ancaster, ON

ProfileNo contact yet

Shane Walsh

Financial Advisor

Investia Financial Services Inc.

Ancaster, ON

ProfileNo contact yet

Lori Dawson

Certified Financial Planner

Investia Financial Services Inc.

Ancaster, ON

ProfileNo contact yet

Elizabeth Spaan

Associate Wealth Advisor - Financial Planner

RBC Wealth Management - Dominion Securities

Ancaster, ON

ProfileNo contact yet

Frances Hartz

Chartered Financial Planner

IPC Investment Planning Corp

ANCASTER, ON

ProfileNo contact yet
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