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Financial Planners in Sault Ste Marie, ON

How to choose a financial planner in Sault Ste Marie

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.

Rosemarie Edgar

Portfolio Manager, Senior Wealth Advisor

Scotia Wealth Management

Sault Ste. Marie, ON

ProfileNo contact yet

Jodi Nastor

Financial Advisor

Edward Jones Investments

Sault Ste. Marie, ON

ProfileNo contact yet

Stephanie Gosselin

Senior Financial Planner, Investment & Retirement Planner

RBC Financial Planning

Sault Ste. Marie, ON

ProfileNo contact yet

Kim Myers

Senior Financial Planner

TD Wealth Financial Planning

Sault Ste. Marie, ON

ProfileNo contact yet
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