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Financial Planners in Peterborough, ON

How to choose a financial planner in Peterborough

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.

Gabriel Orday

Financial Planning Advisor

Assante Wealth Management Ltd.

Peterborough, ON

ProfileNo contact yet

Andrew Down

Investment Advisor

Veritable Wealth Advisory Inc.

Peterborough, ON

ProfileNo contact yet

Jason Quick

Financial Advisor/ Insurance Advisor

Kawartha Financial Planning

Peterborough, ON

ProfileNo contact yet

John Mazziotti

Executive Financial Consultant

Investors Group Financial Services Inc.

Peterborough, ON

ProfileNo contact yet

Tracey Iann

Senior Financial Consultant

MD Management Limited.

Peterborough, ON

ProfileNo contact yet

Brian Horton

Certified Financial Planner

Heritage Wealth Services

Peterborough, ON

ProfileNo contact yet

Jason Hanley

Certified Financial Planner

Investia Financial Services Inc.

Peterborough, ON

ProfileNo contact yet

Eric Warden

Financial Planner

IPC Investment Corporation

Peterborough, ON

ProfileNo contact yet

Kate Westcott

Senior Investment and Retirement Planner

Royal Bank of Canada

PETERBOROUGH, ON

ProfileNo contact yet

Paul Forget

Certified Financial Planner

Financial Horizons Group

Peterborough, ON

ProfileNo contact yet

Jamie Rowe

Senior Financial Planner

TD Wealth Financial Planning

Peterborough, ON

ProfileNo contact yet
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