SoradinSoradin

Financial Planners in Bowmanville, ON

How to choose a financial planner in Bowmanville

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.

Ben Deith

Certified Financial Planner

OnPoint Wealth and Risk Management Inc.

Bowmanville, ON

ProfileNo contact yet

Krisika Katoch

FINANCIAL ADVISOR - Investment and Retirement Financial Planning

Bank of Nova Scotia

BOWMANVILLE, ON

ProfileNo contact yet

Chris Stoyko

Financial Security Advisor

OnPoint Wealth and Risk Management Inc.

Bowmanville, ON

ProfileNo contact yet

Evan Boudreau

Senior Financial Planner

TD Wealth Financial Planning

Bowmanville, ON

ProfileNo contact yet

Ted Twohey

Financial Advisor

IPC Investment Corporation

Bowmanville, ON

ProfileNo contact yet

Steve Wahrer

Senior Financial Planner

TD Wealth Financial Planning

Bowmanville, ON

ProfileNo contact yet

Anza Malik

Associate Planner

TD Wealth Financial Planning

Bowmanville, ON

ProfileNo contact yet
About this city

Nearby cities