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Financial Planners in Newmarket, ON

How to choose a financial planner in Newmarket

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.

Ty Wehrenberg

Estate and Insurance Specialist

Investors Group Financial Services Inc.

Newmarket, ON

ProfileNo contact yet

Ling Pu

Financial Planner

TD Wealth Financial Planning

Newmarket, ON

ProfileNo contact yet

Robert Lockie

Financial Consultant

Investors Group Financial Services Inc.

Newmarket, ON

ProfileNo contact yet

Paul Peios

Certified Financial Planner®

IG Wealth Management

Newmarket, ON

ProfileNo contact yet

Warren Carmichael

Executive Financial Consultant

Investors Group Financial Services Inc.

Newmarket, ON

ProfileNo contact yet

Dawn Ireton

Financial Advisor

Investia Financial Services Inc.

Newmarket, ON

ProfileNo contact yet

Pierre Senecal

Executive Financial Consultant

Investors Group Securities Inc.

Newmarket, ON

ProfileNo contact yet

Kiron Leava

Senior Financial Consultant

Investors Group Securities Inc.

Newmarket, ON

ProfileNo contact yet

Reid Spence

Executive Financial Consultant

IG Wealth Management

Newmarket, ON

ProfileNo contact yet

Vanno Ort

Executive Financial Consultant

Investors Group Financial Services Inc.

Newmarket, ON

ProfileNo contact yet
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