SoradinSoradin

Financial Planners in Waterloo, ON

How to choose a financial planner in Waterloo

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.

Michael Onotsky

Financial Planner

Desjardins Financial Security Investments Inc.

Waterloo, ON

ProfileNo contact yet

Raina Sawhney

Investment Advisor

RBC Wealth Management - Dominion Securities

Waterloo, ON

ProfileNo contact yet

Nigel Goetz

Certified Financial Planner

IG Wealth Management

Waterloo, ON

ProfileNo contact yet

Paul Eddie

Executive Financial Consultant

IG Wealth Management

Waterdown, ON

ProfileNo contact yet

Joe Coelho

Financial Advisor

Sun Life Financial Services

Waterloo, ON

ProfileNo contact yet

Melissa Gardiner

Financial Planner and Investment Representative

Loft Wealth Management Group

Waterloo, ON

ProfileNo contact yet
About this city

Nearby cities