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Financial Planners in Windsor, ON

How to choose a financial planner in Windsor

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.

Kris Swayze

Investment Funds Advisor

Assante Wealth Management Ltd.

Windsor, ON

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Jason Maleyko

Certified Financial Planner

Stewart, Fisher & Associates Inc.

Windsor, ON

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Ibram Sobhy

Investment Advisor & Financial Planner

RBC Dominion Securities Inc

Windsor, ON

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James Sproat

Certified Financial Planner

James W. Sproat, CFP RRC Financial Planning Services

Windsor, ON

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Ryan Ullman

Investment & Wealth Advisor

RBC Dominion Securities Inc

Windsor, ON

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