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Financial Planners in Burlington, ON

How to choose a financial planner in Burlington

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.

Esther Hagerman

Financial Planner, Investment & Retirement Planning

RBC Financial Planning

Burlington, ON

ProfileNo contact yet

Mike Salisbury

Senior Financial Planner and Portfolio Manager

Raymond James Ltd.

Burlington, ON

ProfileNo contact yet

Joan Cosby

Financial Planner

Assante Financial Management Ltd.

Burlington, ON

ProfileNo contact yet

Joshua Davie

Financial Advisor

Desjardins Financial Security Investments Inc.

Burlington, ON

ProfileNo contact yet

Gabor Vaski

Senior Financial Consultant

IG Wealth Management

Burlington, ON

ProfileNo contact yet

Andrew Vuk

Investment Advisor

Wellington-Altus Private Wealth Inc.

Burlington, ON

ProfileNo contact yet

Adam Lozon

Community General Manager

CIBC Banking Centre

Burlington, ON

ProfileNo contact yet

Greg Phillips

Senior Wealth Advisor, Senior Investment Advisor

Richardson Wealth Limited

Burlington, ON

ProfileNo contact yet

Brian Sonoda

Senior Investment Advisor

TD Wealth Private Investment Advice

Burlington, ON

ProfileNo contact yet

Monika Wilk

Sr. Executive Financial Consultant

IG Wealth Management

Burlington, ON

ProfileNo contact yet

Steven Ewoniak

Life and Wealth Consultant

Co-operators Life Insurance Company

Burlington, ON

ProfileNo contact yet
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