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Financial Planners in Woodbridge, ON

How to choose a financial planner in Woodbridge

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.

Todd Sudds

Senior Financial Advisor

Manulife Wealth Inc.

Woodbridge, ON

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Lindsay Holmes

Associate Advisor & Financial Planner

RBC Dominion Securities Inc

Woodstock, ON

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Marco Bozzo

Senior Financial Advisor

CIBC Imperial Service

woodbridge, ON

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Joseph Guido

Certified Financial Planner

Canada Life Assurance Company

Woodbridge, ON

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Eric Hedges

Financial Advisor

Investment Planning Counsel of Canada

Woodstock, ON

ProfileNo contact yet

Tony Miceli

Financial Planner

Investia Financial Services Inc.

Woodbridge, ON

ProfileNo contact yet

Ryan Strickler

Financial Planner

MW&Co. Chartered Professional Accountants

Woodstock, ON

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