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Financial Planners in Aurora, ON

How to choose a financial planner in Aurora

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.

Matthew Pryse

Associate Financial Advisor

Assante Capital Management Ltd.

Aurora, ON

ProfileNo contact yet

Tamara Kennedy

Investment Representative / Associate Advisor

Johnson Financial Group Inc.

Aurora, ON

ProfileNo contact yet

Marie Debono

Senior Financial Planning Advisor

Assante Wealth Management

Aurora, ON

ProfileNo contact yet

Alexandra Papais

Wealth Advisor, Financial Planner

RBC Wealth Management - Dominion Securities

Aurora, ON

ProfileNo contact yet

Auddis Wong

Investment Advisor

HollisWealth, a division of Industrial Alliance Securities Inc

Aurora, ON

ProfileNo contact yet

Dino Buffon

Financial Planner

TD Waterhouse Financial Planning

Aurora, ON

ProfileNo contact yet
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