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Financial Planners in Guelph, ON

How to choose a financial planner in Guelph

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.

Erik Horner

Investment and Retirement PLanneer

RBC Financial Planning

Guelph, ON

ProfileNo contact yet

Morgan Adams

Certified Financial Planner

BridgeForce - WCS Financial Services Inc. (Grand River)

Guelph, ON

ProfileNo contact yet

Glen Barckert

Director, Private Client Group

Investia Financial Services Inc.

GUELPH, ON

ProfileNo contact yet

Marc Koenig

Investment Counsellor

RBC Phillips, Hager & North Investment Counsel Inc.

Guelph, ON

ProfileNo contact yet

Elvis Henrique

Senior Wealth Planning Specialist

RBC Dominion Securities Inc

Guelph, ON

ProfileNo contact yet
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