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Financial Planners in Moose Jaw, SK

How to choose a financial planner in Moose Jaw

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.

Adam Dowling

Investment and Retirement Planner

RBC Financial Planning

Moose Jaw, SK

ProfileNo contact yet

Kristin Petlak

Investment and Wealth Advisor

RBC Dominion Securities Inc.

Moose Jaw, SK

ProfileNo contact yet

Cam Forer

Financial Planner

IPC Investment Corporation

Moose Jaw, SK

ProfileNo contact yet

Matt Evans

Financial Planner

Investment Planning Counsel (IPC)

Moose Jaw, SK

ProfileNo contact yet

Cindy Simmons

Associate Wealth Advisor

RBC DS Financial Services Inc.

Moose Jaw, SK

ProfileNo contact yet
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