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Financial Planners in Listowel, ON

How to choose a financial planner in Listowel

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.

Lisa Suffern

Financial Advisor

Co-operators Ins. & Financial Services

Listowel, ON

ProfileNo contact yet

Luke MacLennan

President & Wealth Management Advisor

Ward and Uptigrove Wealth Management Inc.

Listowel, ON

ProfileNo contact yet
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