SoradinSoradin

Financial Planners in Kitchener, ON

How to choose a financial planner in Kitchener

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.

Daniel Wegrzyn

Senior Portfolio Manager

TD Waterhouse Private Client Advice

Kitchener, ON

ProfileNo contact yet

Clinton Rayfield

Certfied Financial Planner

Aero Insurance & Wealth Management Corporation

Kitchener, ON

ProfileNo contact yet

Marija Vuckovic

Senior Financial Consultant/ Associate Portfolio manager

MD Management Limited.

Kitchener, ON

ProfileNo contact yet

Julian Maser

Financial Planner

TD Waterhouse Financial Planning

Kitchener, ON

ProfileNo contact yet

Dan D'Silva

Principal - Certified Financial Planner and Insurance Consultant

Insurance Town Wealth Inc.

Kitchener, ON

ProfileNo contact yet

Sandra Schnarr

Associate Consultant

Investors Group Financial Services Inc.

Kitchener, ON

ProfileNo contact yet

Rishi Prasad

Financial Planner

TD Waterhouse Financial Planning

Kitchener, ON

ProfileNo contact yet

Terra Crowley

Executive Financial Consultant

Investors Group Financial Services Inc.

Kitchener, ON

ProfileNo contact yet
About this city

Nearby cities