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Financial Planners in Mississauga, ON

How to choose a financial planner in Mississauga

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.

Carl Amos, CFP®

Carl Amos, CFP®

Certified Financial Planner® and Estates Specialist

CANFIN Wealth Management

Toronto, ON

Licensed Certified Financial Planner® and Estates Specialist for 5 years

Carl Amos is a Certified Financial Planner® with CANFIN Wealth Management, located in Toronto, ON. With five years of experience, he assists families in navigating the complexities of financial planning. His focus includes budgeting, investment strategies, insurance, retirement planning, tax planning, estate management, and debt management, all tailored to each family's unique goals and needs.

Call(647) 569-5606
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MICHAEL SEGUIN

MICHAEL SEGUIN

Certified Financial Planner

IG Wealth Mangement Inc., Mutual Fund Division

Toronto, ON

Licensed Certified Financial Planner for 6 plus as a financial planner with over 20 years financial markets experience years

Michael Seguin brings over 20 years of experience in financial markets and six years of focused practice helping families and entrepreneurs navigate the planning decisions that matter most. He understands that estate and legacy planning conversations are rarely easy, and that what families need most in those moments is someone who can bring clarity to complexity without making them feel rushed or overwhelmed.

Call(647) 517-1869
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