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Financial Planners in Swift Current, SK

How to choose a financial planner in Swift Current

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.

Sandra Wik

Financial Advisor

RBC Dominion Securities Inc

Swift Current, SK

ProfileNo contact yet

Travis Cuthbert

Certified Financial Planner

Manulife Securities Investment Services Inc.

Swift Current, SK

ProfileNo contact yet

Alex Booth

Associate Financial Advisor

Co-operators Ins. & Financial Services

Swift Current, SK

ProfileNo contact yet
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