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Financial Planners in Orillia, ON

How to choose a financial planner in Orillia

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.

Raymond Snoei

Financial Planner & Associate Portfolio Manager

Manulife Wealth Inc.

Orillia, ON

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Jed Levene

Certified Financial Planner

Rockwater Wealth Management Limited

Orillia, ON

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Luke Bloomer

Investment Advisor

TD Wealth Private Investment Advice

Orillia, ON

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