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Financial Planners in Whitby, ON

How to choose a financial planner in Whitby

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.

Philip Mikhail

Senior Investment Advisor and Associate Portfolio Manager

TD Wealth Private Investment Advice

Whitby, ON

ProfileNo contact yet

Craig Henry

Senior Investment Advisor

TD Wealth Private Investment Advice

Whitby, ON

ProfileNo contact yet

Nina Zaika

Associate Portfolio Manager/Senior Financial Consultant

MD Management

Whitby, ON

ProfileNo contact yet

Paul Vorstadt

Portfolio Manager and Investment Advisor

Assante Capital Management Ltd.

Whitby, ON

ProfileNo contact yet

Bobby McBride

Financial Planner and Investment Advisor

Designed Securities Ltd

Whitby, ON

ProfileNo contact yet

Kathy Duguay

Financial Planner

Investors Group Financial Services Inc.

whitby, ON

ProfileNo contact yet
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