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Financial Planners in Sarnia, ON

How to choose a financial planner in Sarnia

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.

Kari Lupton

Certified Financial Planner

IPC Investment Corporation

Sarnia, ON

ProfileNo contact yet

Joel Houle

Financial Planner

TD Wealth Financial Planning

Sarnia, ON

ProfileNo contact yet

John Filia

Financial Planner

Co-operators Financial Investment Services Inc.

Sarnia, ON

ProfileNo contact yet

Dean Haldenby

Financial Advisor & Insurance Agent

Investia Financial Services Inc.

SARNIA, ON

ProfileNo contact yet

Jesse Minten

Associate Financial Panner

Co-operators Financial Investment Services Inc.

Sarnia, ON

ProfileNo contact yet

Cam Graham

Financial Advisor

DNA Financial Logistics Inc.

Sarnia, ON

ProfileNo contact yet

Paul Lane

Senior Investment Advisor

TD Wealth Private Investment Advice

Sarnia, ON

ProfileNo contact yet

Joel Boisvert

Investment Advisor

BMO Nesbitt Burns Financial Services Inc.

Sarnia, ON

ProfileNo contact yet

Tyler MacLaren

Associate Wealth Advisor & Financial Planner

RBC Dominion Securities Inc.

Sarnia, ON

ProfileNo contact yet

Kevin Lush

Senior Investment Advisor

TD Wealth Private Investment Advice

Sarnia, ON

ProfileNo contact yet

Raisa Goes

Financial Planner

TD Wealth Financial Planning

Sarnia, ON

ProfileNo contact yet

Robert Esser

Executive Financial Consultant

Investors Group Securities Inc.

Sarnia, ON

ProfileNo contact yet
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