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Financial Planners in Barrie, ON

How to choose a financial planner in Barrie

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.

Andrea Rinaldi

Senior Financial Consultant

Investors Group Financial Services Inc.

Barrie, ON

ProfileNo contact yet

Elena Seleznev

Wealth Management

BC Wealth Management | RBC Dominion Securities Inc.

Barrie, ON

ProfileNo contact yet

Darrel Hebner

Senior Investment Advisor

TD Wealth Private Investment Advice

Barrie, ON

ProfileNo contact yet

Graham Ferguson

Wealth Advisor & Associate Portfolio Manager

Wellington-Altus Private Wealth

Barrie, ON

ProfileNo contact yet

N. Wade Burmister

Senior Investment Advisor & Portfolio Manager

TD Wealth Private Investment Advice

Barrie, ON

ProfileNo contact yet

Geoff Cook

Certified Financial Planner

Infinite Financial

Barrie, ON

ProfileNo contact yet
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