Financial Advisors in Oakville
Browse 91 financial advisors in Oakville.
Bellwether Investment Management Inc.
Oakville, ON
Brian Poncelet, Financial Advisor
Oakville, ON
Burnett Wealth Planning
Oakville, ON
Cassie Ma - TD Financial Planner
Oakville, ON
CHARLTON GROUP CAPITAL MANAGEMENT
Oakville, ON
CIBC Financial Advisor: Daniel Hu
Oakville, ON
Confido Wealth Management Group at Manulife Securities
Oakville, ON
Dutra Wealth Management Group
Oakville, ON
Edward Jones - Financial Advisor: Auden G O'Reilly
Oakville, ON
Edward Jones - Financial Advisor: Edward Zhou
Oakville, ON
Edward Jones - Financial Advisor: Joseph Carbonara, CIM|CEA®
Oakville, ON
Edward Jones - Financial Advisor: Marc Nutford
Oakville, ON
Edward Jones - Financial Advisor: Michael P Robertson
Oakville, ON
Edward Jones - Financial Advisor: Mohamed H Emara
Oakville, ON
Edward Jones - Financial Advisor: Richard Nelson, CFP®
Oakville, ON
Edward Jones - Financial Advisor: Sean Urie
Oakville, ON
Glista and Associates
Oakville, ON
GreenTree Wealth Management Ltd.
Oakville, ON
GS Wealth Management - TD Wealth Private Investment Advice
Oakville, ON
iA Private Wealth; Mangrove Wealth Group
Oakville, ON
Imperial Lifestyle Management
Oakville, ON
InsurPro Financial Services Inc.
Oakville, ON
iWIN Wealth Planning
Oakville, ON
Joseph Pace - TD Wealth Private Investment Advice
Oakville, ON
Jovan Dubay - TD Financial Planner
Oakville, ON
Lago Financial Inc.
Oakville, ON
Life Insurance And Investment - Independent Advisor
Oakville, ON
Manulife Wealth Inc. / Guided Wealth Management
Oakville, ON
Northland Wealth Management
Oakville, ON
Nour Private Wealth - Daniel Mastrorillo - Financial Advisor
Oakville, ON
Nour Private Wealth - Karl Nour
Oakville, ON
@Private Wealth Management Inc. / Manulife Wealth Inc.
Oakville, ON
Reach Wealth Solutions
Oakville, ON
RowanOak Private Wealth Counsel
Oakville, ON
Scott Mckinnon - TD Financial Planner
Oakville, ON
Sheena Magnotta, PFP , QAFP - Sun Life Financial Associate Advisor
Oakville, ON
Strategic Wealth Management
Oakville, ON
Suzie Graham, CFP - IG Wealth Management
Oakville, ON
Tara Kelly - BMO Nesbitt Burns
Oakville, ON
The Campanella Group
Oakville, ON
Tracy Liu - Financial Planner
Oakville, ON
Volpe Financial Solutions
Oakville, ON
Watson Investments
Oakville, ON
Wise Advisory Group
Oakville, ON
WSC Financial Solutions
Oakville, ON
3 Keys Wealth, Raymond James Ltd.
Oakville, ON
Eagle Partners Financial Solutions
Oakville, ON
Orooj Financial Group - Zahid Syed - Master Financial Advisor Philanthropy, Risk & Tax Minimization Specialist
Oakville, ON
CI Assante Wealth Management - Taglieri Group Family Wealth Advisors
Oakville, ON
Financial Advisor Oakville - Mathieu Bournival
Oakville, ON
TriDelta Financial
Oakville, ON
CIBC Financial Advisor: Suku Devappa
Oakville, ON
Life & Legacy Advisory Group
Oakville, ON
National Bank Financial - Wealth Management
Oakville, ON
Nour Private Wealth (NPW) | Head Office
Oakville, ON
Oakville of RBC Dominion Securities Inc.
Oakville, ON
Cornwall Financial Partners Inc.
Oakville, ON
Birbari Wealth Management Group
Oakville, ON
Financial Consulting House
Oakville, ON
Abundant Life Wealth Management
Oakville, ON
Affinity Advisory Group Inc
Oakville, ON
Alanna Waugh - ScotiaMcLeod - Scotia Wealth Management
Oakville, ON
Andy Kim - TD Wealth Private Investment Advice
Oakville, ON
Bristol Capital Management
Oakville, ON
Campbell Lee & Ross Investment Management Inc
Oakville, ON
CIBC Wood Gundy Oakville Branch
Oakville, ON
Cissy Zhu - BMO Financial Planner
Oakville, ON
Danny Koh - BMO Financial Planner
Oakville, ON
Dawn Mackey - Private Banking - Scotia Wealth Management
Oakville, ON
Derek Blakely - Blakely Investment Management - ScotiaMcLeod
Oakville, ON
Financial Advisor Oakville
Oakville, ON
Garth Chung - BMO Financial Planner
Oakville, ON
GP Wealth Management
Oakville, ON
Graham Avery - Private Investment Counsel - Scotia Wealth Management
Oakville, ON
Halton Hills Financial
Oakville, ON
Headsail Wealth Management
Oakville, ON
HighView Financial Group
Oakville, ON
Imperial Wealth Management
Oakville, ON
Jessica Chard - The Chard Group - ScotiaMcLeod - Scotia Wealth Management
Oakville, ON
Manulife Wealth - Salus Wealth
Oakville, ON
Michelle Heaphy - Private Banking - Scotia Wealth Management
Oakville, ON
Natalie Jamison - ScotiaMcLeod - Scotia Wealth Management
Oakville, ON
Portage Cross Border Wealth Management - Raymond James Ltd.
Oakville, ON
RBC Wealth Management-PH & N
Oakville, ON
Ryan Mullins - Private Investment Counsel - Scotia Wealth Management
Oakville, ON
Sarah Hopton - The Chard Group - ScotiaMcLeod - Scotia Wealth Management
Oakville, ON
Scotia Wealth Management - Oakville
Oakville, ON
ScotiaMcLeod
Oakville, ON
Skyline Wealth Management Inc.
Oakville, ON
Solution Wealth Management
Oakville, ON
Stewart Financial
Oakville, ON
Frequently Asked Questions
How much does a financial advisor cost in Oakville?
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.