Financial Advisors in Guelph
Browse 77 financial advisors in Guelph.
Aaron Franklin
Guelph, ON
Assante Financial Management Ltd.
Guelph, ON
Breah Robinson - IG Wealth Management
Guelph, ON
Bruce Duggan - TD Wealth Private Investment Advice
Guelph, ON
Compass Private Wealth
Guelph, ON
Cremasco Financial Inc
Guelph, ON
D'Arcy Mosher Financial Consultants Inc.
Guelph, ON
David Pipe - Mortgages, Life Insurance, Investments - WealthTrack
Guelph, ON
Deiulis Financial Svc Inc
Guelph, ON
Devine and Associates Financial Services Inc. - Sun Life
Guelph, ON
E Ross Financial
Guelph, ON
Edward Jones - Financial Advisor: James Rankin
Guelph, ON
Edward Jones - Financial Advisor: Perry D Hart
Guelph, ON
Financial Miles
Guelph, ON
Gibbens Group
Guelph, ON
Herr Wealth Advisory
Guelph, ON
Hexavision Enterprise
Guelph, ON
Hoyes, Michalos & Associates - Consumer Proposal & Licensed Insolvency Trustee
Guelph, ON
IG Wealth Management - BRANDON YANCHUS, BA, CFP
Guelph, ON
IPC Investment Corporation - Ken White
Guelph, ON
McGill Wealth – Manulife Securities Incorporated
Guelph, ON
Oasis Wealth Design Guelph
Guelph, ON
Optim Financial Solutions Inc. - Sun Life
Guelph, ON
Optimize Wealth Management - Guelph Financial
Guelph, ON
Philotimo Wealth Management
Guelph, ON
Richardson Wealth Limited
Guelph, ON
Rockwood Financial
Guelph, ON
Rockwood Financial - Formerly Peter Dickieson Wealth Management
Guelph, ON
The Heritage Group - Private Financial Services Ltd.
Guelph, ON
Wassen Mahdi - TD Financial Planner
Guelph, ON
Wright Wealth (Guelph) Inc.
Guelph, ON
Marc Morais - RBC Dominion Securities
Guelph, ON
Paul Gazzola - Guelph Mortgage Architects
Guelph, ON
Experior Financial Group Inc.
Guelph, ON
LuminWay Financial
Guelph, ON
Edward Jones - Financial Advisor: Lucian J Vermeulen, CFP®|CIWM|CIM®
Guelph, ON
Skyline Wealth Management Inc.
Guelph, ON
IG Wealth Management
Guelph, ON
IPC Investment Corporation - Tony Santoro
Guelph, ON
Bothwell Financial Svc Inc
Guelph, ON
Royal City Investment Corporation
Guelph, ON
CIBC Wood Gundy Guelph Branch
Guelph, ON
Guelph of RBC Dominion Securities Inc.
Guelph, ON
IG Wealth Management - KAMAL KIMATRAI
Guelph, ON
Argentium Consulting
Guelph, ON
BMO Private Wealth
Guelph, ON
Dave Brown - BMO Financial Planner
Guelph, ON
David Latreille - Scotiabank Financial Planner & Investment Specialist
Guelph, ON
Davies & Mahnke - NEIL MAHNKE, BA, CFP, CLU
Guelph, ON
Derek Cunha - TD Wealth Private Investment Advice
Guelph, ON
Edward Jones - Financial Advisor: Tony Crane, CFP®
Guelph, ON
Gambit Wealth Inc.
Guelph, ON
Gorge Financial Solutions Inc
Guelph, ON
Harper Morais Wealth Management of RBC Dominion Securities
Guelph, ON
IG Wealth Management - BLAIR WHYTE
Guelph, ON
IG Wealth Management - KEVIN MACKAY, CFP, BA
Guelph, ON
IG Wealth Management - MICHAEL MCMURRAY, CIM
Guelph, ON
IG Wealth Management - ROB SERRA
Guelph, ON
IG Wealth Management - SEAN REYNOLDS, CFP
Guelph, ON
IG Wealth Management - TARA WADDELL
Guelph, ON
IG Wealth Management - TIM COSTELLO
Guelph, ON
IPC Investment Corporation - Sharon Cozzarin
Guelph, ON
Jennifer Paddick - TD Financial Planner
Guelph, ON
Judith Martin - TD Financial Planner
Guelph, ON
Marx Thao - TD Financial Planner
Guelph, ON
Michelle McInerney - BMO Financial Planner
Guelph, ON
Monaghan Wealth Management
Guelph, ON
Morna Elliott - TD Financial Planner
Guelph, ON
Morris & Morris - KAREN MORRIS, CFP, RRC
Guelph, ON
Parson & Associates - MICHAEL PARSON, CFP
Guelph, ON
Paul Richardson - TD Wealth Private Investment Advice
Guelph, ON
RBC PH&N Investment Counsel Inc. - Guelph Office
Guelph, ON
Richardson Dacanay Wealth Management - TD Wealth Private Investment Advice
Guelph, ON
Robert Tartaglia - TD Wealth Private Investment Advice
Guelph, ON
Rye Tartaglia Private Wealth Management - TD Wealth Private Investment Advice
Guelph, ON
TD Wealth Private Investment Advice
Guelph, ON
Wellington Financial Planning
Guelph, ON
Frequently Asked Questions
How much does a financial advisor cost in Guelph?
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.