Who Are We?
We are a team of finance professionals who strongly believe in the importance of personal finance, and knowing where and what your money is doing for you. Since the average Canadian may not know where to start when it comes to understanding their finances, we are strong advocates for the importance of financial advisors and financial planners in helping achieve your financial goals.
Since there are so many financial advisors and professionals across Canada, it can be difficult to sort through them and determine which advisor or planner is right for you. Our mission is to help make this process much more transparent and simpler, so that you can focus on your everyday life while managing you’re finances more effectively.
We help you to do this by publishing in-depth content on a variety of personal finance topics, so that you can feel comfortable discussing and understanding your finances. We also connect you with some of the best financial advisors based on your location.
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FAQ’s
What is Financial Advisors Near Me?
Financialadvisornearme.ca is a directory website helping people find licensed financial advisors located nearby them. In addition to information on local financial advisors, we offer valuable information to better understand what a financial advisor can do to help you, what to look for in a good financial advisor, and information on personal finance to better help you manage your finances.
Are all the financial advisors on the website licensed?
Yes! A major part of our criteria for listing services through our website is having the required licenses to operate in the area the listing is located in. This means that you can be confident that the person you are contacting through this site has the training and capabilities to help you.
What is the cost of a financial advisor?
The cost of a financial advisor will vary based on location, your assets, the type of investments they make on your behalf, and how long you have been with them. Financial advisors typically charge you a percentage of the total assets you have invested with them, however some advisors offer their service on a fee-for-service basis. Generally, management fees on your assets are between 0.5% – 2.5%.
How does the website make money?
We do not charge you anything for connecting with a financial advisor! Instead, the financial advisors listed on the website are contacted by us if they fit our guidelines to list, and we charge them a fee for listing.
How can I get in contact with a financial advisor?
The financial advisors listed on our city pages include their contact information (phone number, office location, email address). This means that you are able to contact your local advisors however you prefer.
I have a concern. How can I get in contact with Financial Advisors Near Me?
We are here to answer and help with any concerns you have for us. Visit our contact page and fill out the form to get in contact with us.