Canada › Ontario
Financial advisors in Bracebridge
7 advisory teams and firms in Bracebridge, Ontario.
- Alison GaudetBracebridgeTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Chris EtheringtonBracebridgeTeam at IG Wealth Management
- Portfolio management and investment advice
- Connor RyanBracebridgeTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Daniel F LeeBracebridgeTeam at Edward Jones
- Portfolio management and investment advice
- Jeff BarnesBracebridgeTeam at Edward Jones
- Portfolio management and investment advice
- Robinson ClarkBracebridgeTeam at RBC Dominion Securities
- Portfolio management and investment advice
- The Howorucha Family Wealth TeamBracebridgeTeam at RBC Dominion Securities
- Portfolio management and investment advice
Bracebridge in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Bracebridge
Construction contractor in Bracebridge: retiring without an employer plan?
16.1% of jobs in Bracebridge are in this sector, against 7.8% across Canada (2021 census). Without an employer plan, retirement rests on the RRSP, TFSA and the value of the business at sale.
When to take CPP and how to draw down a RRIF in Bracebridge?
28% of Bracebridge residents are 65 or older. When to take CPP and OAS, and in which order to draw from the RRIF, TFSA and non-registered accounts, is where retirement income is decided.
How long will your savings last? →How to pass on a home in Bracebridge and limit probate?
The median dwelling value is $600,000 in Bracebridge (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.
Property taxes in Bracebridge
Source: Ontario Financial Information Return (FIR), schedule 26: residential taxes (lower-tier, upper-tier and education) divided by taxable assessment. Ontario assessments are still based on January 1, 2016 values. All municipalities compared.
Frequently asked questions
How many financial advisory firms are there in Bracebridge?
Advisor Index lists 7 advisory teams and firms in Bracebridge, Ontario: independent firms whose website shows their registration, and teams published by the large networks in their advisor locators.
How do I check a financial advisor in Bracebridge?
Look the person up in CIRO's AdvisorReport and with your provincial securities regulator, ask which credential they hold (CFP, QAFP, or a title protected by your province), and ask how they are paid: fees, commissions on products, or both.
Other cities in Ontario
- Toronto · 402
- Ottawa · 138
- North York · 114
- Burlington · 110
- Mississauga · 99
- London · 82
- Oakville · 78
- Richmond Hill · 77
- Windsor · 56
- Kanata · 53
- Waterloo · 47
- Etobicoke · 45
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.