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Financial Planners in Niagara Falls, ON

How to choose a financial planner in Niagara Falls

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.

Josh Kroeker

Financial Planner

TD Wealth Financial Planning

Niagara Falls, ON

ProfileNo contact yet

Michael Jardine

Senior Portfolio Manager & Financial Planner

Dominion Securities RBC

Niagara Falls, ON

ProfileNo contact yet

Fraz Mirza

Investment Representative

Ross Taylor Financial Corp.

Niagara Falls, ON

ProfileNo contact yet

Martin Zaremba

Associate Wealth & Investment Advisor

RBC Dominion Securities Inc.

Niagara Falls, ON

ProfileNo contact yet

Meggan Harper

Senior Private Banking Advisor

CIBC Asset Management Inc

Niagara Falls, ON

ProfileNo contact yet

Kyle Bunting

Financial Planner

TD Wealth Financial Planning

Niagara Falls, ON

ProfileNo contact yet

Mac Mekawi

Financial Advisor

Edward Jones Investments

Niagara Falls, ON

ProfileNo contact yet

Gloria Spicer

Wealth Advisor &Financial Planner

RBC Dominion Securities Inc.

Niagara Falls, ON

ProfileNo contact yet

Darryl Strum

Financial Planner

TD Waterhouse Financial Planning

Niagara Falls, ON

ProfileNo contact yet
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