Financial Advisors in Barrie
Browse 82 financial advisors in Barrie.
A. Jones Wealth & Estate Planning Inc.
Barrie, ON
Assante Financial Management Ltd.
Barrie, ON
Bayside Financial
Barrie, ON
Bidwell Financial Services Inc.
Barrie, ON
Dunbrook Associates
Barrie, ON
Edward Jones - Financial Advisor: David H Tran
Barrie, ON
Edward Jones - Financial Advisor: Jonathan Derrick
Barrie, ON
Edward Jones - Financial Advisor: Laura R Brailsford
Barrie, ON
Edward Jones - Financial Advisor: Morgan Sheridan, CFP®
Barrie, ON
Edward Jones - Financial Advisor: Sandra Yaquo, CEA®
Barrie, ON
Experior Financial Group - Michael Hunter
Barrie, ON
Foundational Financial Solutions
Barrie, ON
Gane Financial
Barrie, ON
IG Wealth Management - ADAM STAUFFER
Barrie, ON
IG Wealth Management - Chantal Barriault-Craig
Barrie, ON
Infinite Financial
Barrie, ON
Jackie Ramler - Raymond James Ltd.
Barrie, ON
John Fischer - Desjardins Financial Security Investments Inc - Barrie
Barrie, ON
Kendra Hallyburton - TD Financial Planner
Barrie, ON
Liahona Capital Inc.
Barrie, ON
Plan With Trevor Insurance And Investments
Barrie, ON
Podium Prosperity Group
Barrie, ON
RBC Dominion Securities - Investment Advisor: Alan (AJ) Pieprzak - Barrie
Barrie, ON
Sandra Ramos & Associates - IG Private Wealth Management
Barrie, ON
Sarah Stewart - TD Financial Planner
Barrie, ON
Scott McEachern - Insurance and Financial Services
Barrie, ON
Seven Elements Wealth Planning Inc.
Barrie, ON
Spectrum Financial Strategies Inc
Barrie, ON
Synergy Life Financial
Barrie, ON
Tayler Insurance & Estate Planning
Barrie, ON
Valuetrend Wealth Management
Barrie, ON
World Financial Group
Barrie, ON
Assante Capital Management Ltd. - Josh McQuay
Barrie, ON
Atlantis Financial Inc. / Aligned Capital Partners Inc.
Barrie, ON
Financial Design Team Inc.
Barrie, ON
Stephenson Wealth Services | Manulife Wealth Inc.
Barrie, ON
IG Wealth Management
Barrie, ON
Wealth Achievers
Barrie, ON
Barbara McVeigh - TD Financial Planner
Barrie, ON
Edward Jones - Financial Advisor: Andrew M Munro
Barrie, ON
Erhart Financial Solutions Inc.
Barrie, ON
Barrie of RBC Dominion Securities Inc.
Barrie, ON
Strategic Investment Planning
Barrie, ON
TD Waterhouse Private Investment Advice
Barrie, ON
Sun Life Financial Barrie-Simcoe-Muskoka
Barrie, ON
CIBC Wood Gundy Barrie Main Branch
Barrie, ON
Scotia Wealth Management - Barrie
Barrie, ON
Alex Cardno - ScotiaMcLeod - Scotia Wealth Management
Barrie, ON
Andrea Johnston - Private Banking - Scotia Wealth Management
Barrie, ON
Andrew Mccallum - TD Financial Planner
Barrie, ON
Bailey Swift - Scotia McLeod - Scotia Wealth Management
Barrie, ON
Canaccord Wealth Management
Barrie, ON
Clarity Private Wealth Solutions
Barrie, ON
Crystal Miller - Private Investment Counsel - Scotia Wealth Management
Barrie, ON
Daley Financial Advisory Group - Raymond James Ltd.
Barrie, ON
David J Lougheed - ScotiaMcLeod - Scotia Wealth Management
Barrie, ON
Don Monteith - Monteith Investment Management - ScotiaMcLeod
Barrie, ON
Edward Jones - Financial Advisor: Rob Kilgour
Barrie, ON
Ian Blair - Private Investment Counsel - Scotia Wealth Management
Barrie, ON
IG Private Wealth Management - GALINA JOHNSTON, CFP, RRC
Barrie, ON
IG Wealth Management - EMMA NEVINS
Barrie, ON
IG Wealth Management - ERIN LASKY
Barrie, ON
IG Wealth Management - GARY LUBAN, PFP
Barrie, ON
IG Wealth Management - MICHAEL RICHARDSON
Barrie, ON
IG Wealth Management - PAUL GLASS, PFP, FMA, QAFP
Barrie, ON
Investors Source Wealth Management
Barrie, ON
Jeff Chanter - TD Financial Planner
Barrie, ON
Kyle Moorhouse - Private Banking - Scotia Wealth Management
Barrie, ON
Martin Wealth Management - TD Wealth Private Investment Advice
Barrie, ON
Mc Cullough & Sawyer Financial
Barrie, ON
Monarch Wealth Corporation
Barrie, ON
Moyle Rowley Wealth Management Group - Wellington-Altus Private Wealth
Barrie, ON
Northern Shores Wealth Management
Barrie, ON
Northern Shores Wealth Management - TD Wealth Private Investment Advice
Barrie, ON
Principal Wealth Management - TD Wealth Private Investment Advice
Barrie, ON
Russell Arksey - ScotiaMcLeod - Scotia Wealth Management
Barrie, ON
Shelley Alfaro TD Wealth Financial Planning
Barrie, ON
Shuttleworth Wealth Management
Barrie, ON
Shveta Anand - Private Banking - Scotia Wealth Management
Barrie, ON
Simcoe Wealth | Manulife Wealth Inc.
Barrie, ON
Stephen Taborek - Private Banking - Scotia Wealth Management
Barrie, ON
Tony Cariati - ScotiaMcLeod - Scotia Wealth Management
Barrie, ON
Frequently Asked Questions
How much does a financial advisor cost in Barrie?
Fee-only advisors charge $150-$350/hour or $1,500-$5,000 for a comprehensive plan. Commission-based advisors earn from product sales (no direct cost to you, but potential conflicts). Fee-based advisors combine both. AUM (assets under management) fees are typically 1-1.5% annually.
What's the difference between a financial advisor and a financial planner?
A financial planner creates comprehensive plans covering all aspects of your finances. A financial advisor may focus on investment management specifically. In Canada, look for the CFP (Certified Financial Planner) designation for comprehensive planning, or CFA for investment expertise.
When should I hire a financial advisor?
Consider an advisor when: you have $50K+ in investable assets, approaching major life changes (marriage, kids, divorce, retirement), inheriting money, starting a business, or you simply don't have time to manage your finances. The earlier you start, the more compound growth works for you.
How do I verify a financial advisor's credentials?
Check FP Canada's registry for CFP holders, CFA Institute for CFA charterholders, and your provincial securities commission for registered advisors. Ask about their registration category, compensation model, and any disciplinary history. All registered advisors must disclose this information.
What should I ask a financial advisor at the first meeting?
Ask: How are you compensated? What are your qualifications/designations? What's your investment philosophy? How often will we meet? What's your typical client profile? Can you provide references? Do you have a fiduciary duty to me? A good advisor welcomes these questions.