Financial Planners in Prince Albert, SK

How to choose a financial planner in Prince Albert

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.

Greggy Bartolome

Certified Financial Pllanner

Reagreg Financial Planning Services

Prince Albert, SK

ProfileNo contact yet

Brett Matkowski

TD Wealth Financial Planner

TD Waterhouse Financial Planning

Prince Albert, SK

ProfileNo contact yet

Terry Lysyk

Portfolio Manager / Senior Wealth Advisor

Scotia Wealth Management

Prince Albert, SK

ProfileNo contact yet
About this city

Nearby cities