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Financial Planners in Charlottetown, PE

How to choose a financial planner in Charlottetown

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.

Yeping Zhang

Financial Planner

TD Wealth Financial Planning

Charlottetown, PE

ProfileNo contact yet

Kent Cox

Financial Advisor

Sun Life Assurance Company of Canada

Charlottetown, PE

ProfileNo contact yet

Jair Saenz

Financial Planner

Royal Bank of Canada

Charlottetown, PE

ProfileNo contact yet

Aileen Matters

Financial Advisor

Co-operators Financial Investment Services Inc.

Charlottetown, PE

ProfileNo contact yet

Jamie Currie

Executive Financial Consultant

Investors Group Financial Services Inc.

Charlottetown, PE

ProfileNo contact yet

Patrick Neary

Certified Financial Planner

Cradle Wave Financial Group Inc.

CHARLOTTETOWN, PE

ProfileNo contact yet

Blair Corkum

President

Blair Corkum Financial Planning Inc.

Charlottetown, PE

ProfileNo contact yet

Zitao Xu

Investment and Retirement Planner

Rbc

charlottetown, PE

ProfileNo contact yet

Tim Butler

Certified Financial Planner

IG Wealth Management

Charlottetown, PE

ProfileNo contact yet

Craig Lambe

Financial Advisor

Andy Lambe & Associates Inc.

Charlottetown, PE

ProfileNo contact yet
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