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Financial Planners in Kingston, ON

How to choose a financial planner in Kingston

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.

Janet Pringle

Senior Wealth Advisor

Investment Planning Counsel of Canada

Kingston, ON

ProfileNo contact yet

Mark Murano

Senior Insurance Consultant

Scotia Wealth Management

Kingston, ON

ProfileNo contact yet

Sean May

Senior Financial Consultant

IG Wealth Management

Kingston, ON

ProfileNo contact yet

Tracey Greenwood

Executive Financial Consultant

Investors Group Financial Services Inc.

Kingston, ON

ProfileNo contact yet

Brian Melady

Certified Financial Planner

Qualified Financial Services

Kingston, ON

ProfileNo contact yet
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