Home
Advisors
Blog
About Us
Contact
Log in/Sign up
Leave a review
Log in/Sign up
Leave a review
Advisors
Home
Advisors
Search
Filter by City
Amherst
Bedford
Bridgewater
Calgary
Charlottetown
Corner Brook
Dartmouth
Edmonton
Fredericton
Halifax
Kentville
Moncton
Montréal
New Glasgow
Ottawa
Saint John
St. John's
Sussex
Sydney
Toronto
Truro
Vancouver
Winnipeg
Wolfville
Yarmouth
Filter by Province
AB (Alberta)
BC (British Columbia)
MB (Manitoba)
NB (New Brunswick)
NL (Newfoundland and Labrador)
NS (Nova Scotia)
NT (Northwest Territories)
NU (Nunavut)
ON (Ontario)
PE (Prince Edward Island)
QC (Quebec)
SK (Saskatchewan)
YT (Yukon)
Filter by Credentials
cfa
Filter by Area of Expertise
Filter by Minimum Investment
Under $50k
$50k-$250k
$250k-$500k
$500k-$1M
$1M-$2M
$2M+
Filter by Remote / Virtual Services
Yes
No
Filter by Minimum Years of Experience
1+
3+
5+
10+
15+
20+
30+
Filter by Minimum Review Rating
3+
3.5+
4+
4.5+
5 Only
Filter by Minimum Number of Reviews
1+
3+
5+
10+
20+
50+
Advance Filters
Advisor Filters
Languages
Fee Structure
Asset-Based
Flat Annual/Retainer Fee
Hourly Fee
Commission-Based
Fee-Based Hybrid
Performance-Based Fee
Primary Client Segments
Young Professionals
Families
Business Owners
Executives
Pre-Retirees
Retirees
High-Net-Worth
Newcomers to Canada
Services Provided
Discretionary Portfolio Management
Financial Planning
Retirement Planning
Tax Planning
Estate Planning
Insurance Solutions
ESG/SRI Investing
Education Planning
Cash Flow & Budgeting
Risk Management
Apply Filters
John Smith , cfa
FA
  Ontario
No reviews yet
Jane Doe
  Nova Scotia
No reviews yet
Leave a Review
John Smith
Jane Doe
Rating
Review
Submit review anonymously.
I am a current or former client of this advisor.
This review reflects my genuine experience.
Login/Register to Leave Review
For verification purposes, only registered users can leave reviews.