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Financial Planners in Waterdown, ON

How to choose a financial planner in Waterdown

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.

Chris Garofalo

Senior Executive Consultant

Investors Group Financial Services Inc.

Waterdown, ON

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Vince Merry

Certified Financial Planner

IG Wealth Management

Waterdown, ON

ProfileNo contact yet

Perry Catena

Executive Financial Consultant

Investors Group Financial Services Inc.

Waterdown, ON

ProfileNo contact yet

Paul Eddie

Executive Financial Consultant

IG Wealth Management

Waterdown, ON

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