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Financial Planners in Milton, ON

How to choose a financial planner in Milton

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.

Ray Ravoi

Certified Financial Planner

Desjardins Financial Security Independent Networks

Hamilton, ON

ProfileNo contact yet

Blair Laxdal

Financial Advisor

Desjardins Financial Security Independent Networks

Hamilton, ON

ProfileNo contact yet

Bertha Ravn

Certified Financial Planner

L&A Financial Group

Hamilton, ON

ProfileNo contact yet

Alex Pogacean

Associate Portfolio Manager & Financial Planner

RBC Dominion Securities Inc.

Hamilton, ON

ProfileNo contact yet

Ian Carroll

Senior Wealth Advisor & Financial Planner

CIBC Wood Gundy

Hamilton, ON

ProfileNo contact yet

David Hyun

Financial Planning Associate

DJB Wealth Management Inc.

Hamilton, ON

ProfileNo contact yet
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