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Financial Planners in Belleville, ON

How to choose a financial planner in Belleville

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.

Adam Tipper

Financial Advisor

Tipper Financial Services Ltd.

Belleville, ON

ProfileNo contact yet

Barbara Shuster

Senior Financial Consultant

Investors Group Financial Services Inc.

Belleville, ON

ProfileNo contact yet

Davis Beamish

Associate Wealth Advisor

RBC Dominion Securities Inc.

Belleville, ON

ProfileNo contact yet

Lesley Cronk

Certified Financial Planner

Co-operators Financial Investment Services Inc.

Belleville, ON

ProfileNo contact yet

Eric Tipper

Financial Planner

Tipper Financial Services Ltd.

Belleville, ON

ProfileNo contact yet

Devon Baily

Portfolio Manager, Senior Wealth Advisor

CIBC Wood Gundy

Belleville, ON

ProfileNo contact yet
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