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Financial Planners in Thornhill, ON

How to choose a financial planner in Thornhill

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.

Geoffrey So

Financial Planning Specialist

CIBC Private Wealth

Thornhill, ON

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Pepi Ho

Financial Advisor

SunLife Financial

Thornhill, ON

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Galen Shao

Senior Financial Planner

TD Wealth Financial Planning

Thornhill, ON

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Anna Rubin

Associate Planner

TD Waterhouse Financial Planning

Thornhill, ON

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Jason Ortofsky

Financial Advisor

Secure Financial Education Services Inc.

Thornhill, ON

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