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Financial Planners in Regina, SK

How to choose a financial planner in Regina

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.

Pastor Ochoa

Investment Advisor and Financial Planner

RBC Dominion Securities Inc.

Regina, SK

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Dustin Gero

Senior Financial Consultant

Investors Group Financial Services Inc.

Regina, SK

ProfileNo contact yet

Abe Toews

Charetered Financial Consultant

Beyond Wealth Management Ltd

Regina, SK

ProfileNo contact yet

T. Scott Sather

President, Founder, and Financial Planner

Awaken Wealth Management Ltd.

Regina, SK

ProfileNo contact yet
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