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Financial Planners in Strathroy, ON

How to choose a financial planner in Strathroy

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.

Marc Pranger

Senior Wealth Management Advisor | Financial Planner

Mainstreet Credit Union Limited

Strathroy, ON

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Joel Cann

Advisor

Investia Financial Services Inc.

Strathroy, ON

ProfileNo contact yet

Anne Dunbar

Senior Financial Planner

TD Waterhouse Financial Planning

Strathroy, ON

ProfileNo contact yet

Jeff Keller

Senior Financial Planner

Assante Capital Management Ltd.

STRATFORD, ON

ProfileNo contact yet

Tyler Canal

Certified Financial Planner

Orr Insurance Brokers

Stratford, ON

ProfileNo contact yet
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