SoradinSoradin

Financial Planners in Brantford, ON

How to choose a financial planner in Brantford

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.

Don Daniels

Division Manager

Investors Group Financial Services Inc.

Brantford, ON

ProfileNo contact yet

Brenda McCrae

Financial Planning Advisor

Assante Wealth Management Ltd.

Brantford, ON

ProfileNo contact yet

Joe Terejko

Sales Representative

Adkins Financial Services Inc.

Brantford, ON

ProfileNo contact yet

David McEachran

Senior Financial Consultant

Investors Group Financial Services Inc.

Brantford, ON

ProfileNo contact yet

Rohan Sharma

Investment Advisor

RBC Wealth Management - Dominion Securities

BRANTFORD, ON

ProfileNo contact yet

Susan Lock

Senior Financial Consultant

IG Wealth Management

Brantford, ON

ProfileNo contact yet

Sarah House

Associate Consultant

IG Wealth Management, Mutual Fund Division

Brantford, ON

ProfileNo contact yet

Peter Kamminga

Qualified Associate Financial Planner

Compass Financial Services

Brantford, ON

ProfileNo contact yet
About this city

Nearby cities