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Financial Planners in Sudbury, ON

How to choose a financial planner in Sudbury

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.

Tara Forget

Senior Financial Consultant

MD Management Limited.

SUDBURY, ON

ProfileNo contact yet

Ryan Snow

Executive Financial Consultant

IG Wealth Management

Sudbury, ON

ProfileNo contact yet

Elyse Clements

Senior Portfolio Manager & Wealth Advisor

RBC Dominion Securities Inc

Sudbury, ON

ProfileNo contact yet

David Yurich

Senior Investment Advisor

Aligned Capital Partners Inc.

Sudbury, ON

ProfileNo contact yet

Eric Giommi

Financial Advisor

Sun Life Assurance Co. of Canada

Sudbury, ON

ProfileNo contact yet

Alec Crossgrove

President/Financial Advisor

Crossgrove & Company Wealth Management Inc.

Sudbury, ON

ProfileNo contact yet

Shari Teal

Senior Investment Advisor

TD Wealth Private Investment Advice

Sudbury, ON

ProfileNo contact yet

Shelley Newton

Financial Planner, Investment & Retirement Planning

Royal Mutual Funds Inc.

Sudbury, ON

ProfileNo contact yet

Monique Dubois

Director of Business Development

Desjardins Ontario Credit Union

Sudbury, ON

ProfileNo contact yet
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