Financial Advisors in Cambridge
Browse 77 financial advisors in Cambridge.
Altrua Financial
Cambridge, ON
Arete Financial
Cambridge, ON
Assante Capital Management Ltd.
Cambridge, ON
BLD Financial - DLC
Cambridge, ON
Cambridge of RBC Dominion Securities Inc.
Cambridge, ON
Cameron Tuck: Primerica - Financial Services
Cambridge, ON
Chitvvankumar Desai - Insurance Advisor
Cambridge, ON
CIBC Mortgage Advisor: Inderjit Sarpal
Cambridge, ON
Cowan Financial Solutions
Cambridge, ON
Crawford Ashwood Financial (Investia Financial Services Inc.)
Cambridge, ON
Davlyn Financial Services Inc.
Cambridge, ON
Edward Jones - Financial Advisor: Ryan M Henderson, CFP®|CIM®|FCSI®
Cambridge, ON
Elliott Financial Consultants Inc. - Wayne Elliott
Cambridge, ON
HollisWealth
Cambridge, ON
Independent Financial Strategies
Cambridge, ON
Investia Financial Services Inc - Alfred J. LeBlanc, Financial Advisor (RIS)
Cambridge, ON
James Ferneyhough: Primerica - Financial Services
Cambridge, ON
Manjinder Singh - Delta Insurance & Investment Planners
Cambridge, ON
Maple Rich Financial Solutions
Cambridge, ON
Megh Patel - Insurance Broker
Cambridge, ON
Primerica Financial Svc
Cambridge, ON
Rabbit Hill Financial
Cambridge, ON
Reid & Associates Financial Services Inc
Cambridge, ON
RMS Financial Solutions
Cambridge, ON
Shawn Basra - TD Financial Planner
Cambridge, ON
Steenbergen Financial Services
Cambridge, ON
The Steele Group Financial
Cambridge, ON
Unified Advisory Group - Assante Financial Management Ltd.
Cambridge, ON
VFG Wealth (Formerly Vancea Financial Group)
Cambridge, ON
Co-operators - BENNETT FINANCIAL SERVICES INC.
Cambridge, ON
Halton Wealth Management
Cambridge, ON
Hoyes, Michalos & Associates - Consumer Proposal & Licensed Insolvency Trustee
Cambridge, ON
TaxAssist Accountants
Cambridge, ON
VMH Properties
Cambridge, ON
BMO Financial Planner Greg Gingerich
Cambridge, ON
Edward Jones - Financial Advisor: Bob Vine
Cambridge, ON
Gateway Tax & Financial Services
Cambridge, ON
Wilson Blanchard Management - An Associa Company
Cambridge, ON
Edward Jones - Financial Advisor: Jessica Dailley
Cambridge, ON
Steward Group
Cambridge, ON
Bradley Financial
Cambridge, ON
CIBC Financial Advisor: Zeeshan Mathew
Cambridge, ON
Manulife Securities Incorporated
Cambridge, ON
CIBC Business Advisor: SUKHDEEP SINGH
Cambridge, ON
CIBC Mortgage Advisor: Ana Veber
Cambridge, ON
Jen Mckinnon - TD Financial Planner
Cambridge, ON
Alcor Wealth
Cambridge, ON
Babstock Cairns Thomas Financial Services
Cambridge, ON
Bigger Piggy Bank Wealth
Cambridge, ON
BJK Financial Group / Investia Financial Services Inc.
Cambridge, ON
BMO Nesbitt Burns
Cambridge, ON
Bradley Gaskin Marshall Financial Services Limited
Cambridge, ON
CI Assante Wealth Management | Grand River
Cambridge, ON
Cole Gary Financial Services
Cambridge, ON
Cowan Asset Management
Cambridge, ON
Edward Jones - Financial Advisor: Brian Inget
Cambridge, ON
Edward Jones - Financial Advisor: Tim Dailley
Cambridge, ON
Edward Jones - Financial Advisor: Wais Y Yardam, CDS®
Cambridge, ON
Grand Wealth Management
Cambridge, ON
Integrated Financial Planning Services Inc.
Cambridge, ON
Kinzie Financial Services (Investia)
Cambridge, ON
Kurtis Tithecott - TD Financial Planner
Cambridge, ON
Mark Baldwin - BMO Financial Planner
Cambridge, ON
Mark Walter - BMO Financial Planner
Cambridge, ON
Morris Wealth Management
Cambridge, ON
NorthBridge Consultants
Cambridge, ON
NorthSpring Capital Partners
Cambridge, ON
Ontario Debt Advisors
Cambridge, ON
Panaich Financial Planning
Cambridge, ON
Raposo Financial Services
Cambridge, ON
Select Financial Svc
Cambridge, ON
Silver Compass Financial
Cambridge, ON
Sun Life Financial
Cambridge, ON
Tanya - TD Financial Planner
Cambridge, ON
TD WEALTH FINANCIAL PLANNING
Cambridge, ON
Tyler Kropf - TD Financial Planner
Cambridge, ON
Worldsource Financial Management
Cambridge, ON
Frequently Asked Questions
How much does a financial advisor cost in Cambridge?
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.