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Financial Planners in Lindsay, ON

How to choose a financial planner in Lindsay

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.

Benjamin Walden

Senior Wealth Advisor Portfolio Manager

ScotiaMcLeod Financial Services Inc.

Lindsay, ON

ProfileNo contact yet

Glen James

Senior Financial Consultant

IG Wealth Management

Lindsay, ON

ProfileNo contact yet
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