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Financial Planners in St Catharines, ON

How to choose a financial planner in St Catharines

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.

Dennis Randall

Senior Financial Consultant

Investors Group Financial Services Inc.

St Catharines, ON

ProfileNo contact yet

Ryan Learn

Financial Planner

Meridian Credit Union

St Catharines, ON

ProfileNo contact yet

Mangala Singh

Financial Planner

TD Waterhouse Financial Planning

St Catharines, ON

ProfileNo contact yet
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