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Financial Planners in Dundas, ON

How to choose a financial planner in Dundas

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.

Susan Evel

Financial Planner

Edgewater Financial Products

Dundas, ON

ProfileNo contact yet

Peter Wouters

Director, Tax Retirement & Estate Planning Services

Empire Financial

Dundas, ON

ProfileNo contact yet

Kate Puri

Senior Financial Planner

TD Waterhouse Financial Planning

Dundas, ON

ProfileNo contact yet

Robert Penson

Independent Financial Advisor and Insurance Broker

c/o Worldsource Financial Management Inc.

Dundas, ON

ProfileNo contact yet
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