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Financial Planners in Oshawa, ON

How to choose a financial planner in Oshawa

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.

Peter Tedford

Certified Financial Planner

Investors Group Financial Services Inc.

Oshawa, ON

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Anthony Reino

Senior Financial Planning Advisor

Assante Financial Management Ltd.

Oshawa, ON

ProfileNo contact yet

Miles Goacher

Senior Wealth Advisor / Portfolio Manager

BC Wealth Management | RBC Dominion Securities Inc.

Oshawa, ON

ProfileNo contact yet

Trallee Fanara

Portfolio Manager | Wealth & Investment Advisor | Financial Planner

RBC Dominion Securities Inc.

Oshawa, ON

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