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Financial Planners in Hamilton, ON

How to choose a financial planner in Hamilton

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.

Paul Burt

Certified Financial Planner

HUB Financial Inc.

Hamilton, ON

ProfileNo contact yet

Jane Capell

Financial Planner

Desjardins Financial Security Independent Networks

Hamilton, ON

ProfileNo contact yet

David Hyun

Financial Planning Associate

DJB Wealth Management Inc.

Hamilton, ON

ProfileNo contact yet

Nancy Edmison

Associate Advisor

Co-operators Financial Investment Services Inc.

Milton, ON

ProfileNo contact yet

Jeff Shannon

Financial Planning Consultant

RBC Dominion Securities Inc

Hamilton, ON

ProfileNo contact yet

Jesse Whalen

Financial Advisor

Desjardins Financial Security Independent Networks

Hamilton, ON

ProfileNo contact yet
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