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Financial advisors in Brockville

4 advisory teams and firms in Brockville, Ontario.

Kathy HuntBrockville
Team at RBC Dominion Securities
- Portfolio management and investment advice
See profile →
Laura RosenauBrockville
Team at IG Wealth Management
- Portfolio management and investment advice
2 advisors
See profile →
Nichols Wealth Management of RBC Dominion SecuritiesBrockville
Team at RBC Dominion Securities
- Portfolio management and investment advice
See profile →
Philip, Wright & Associates Private Investment ManagementBrockville
Team at RBC Dominion Securities
- Portfolio management and investment advice
See profile →

Brockville in figures

22,116residents in 2021 (+2.5% since 2016)

$63,600median total household income, 2020

57.1%of households own their home

$300,000median dwelling value

29.9%aged 65 and over

18.8%of 25-64 year-olds hold a bachelor's degree or higher

Source: Statistics Canada, 2021 Census of Population (2020 incomes).

Wealth planning issues in Brockville

Doctor or health professional in Brockville: incorporate and plan retirement?

18.1% of jobs in Brockville are in this sector, against 13% across Canada (2021 census). A professional corporation, salary or dividends, and retirement without an employer plan: these choices are made early.

When to take CPP and how to draw down a RRIF in Brockville?

29.9% of Brockville 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? →

Where to invest your savings in Brockville: RRSP or TFSA?

Only 29.9% of tax filers in the Brockville area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.

RRSP or TFSA? →

Savings and high incomes in the Brockville area

15%of tax filers contributed to an RRSP

$2,800median RRSP contribution

Among people with income in the Brockville area, in 2023:

29.9%report dividend or interest income (median $970)

8.8%report capital gains (median $2,020)

26.9%receive a private pension (employer plan, RRIF, annuity)

11%have a total income of $100,000 or more

Source: Statistics Canada, tables 11-10-0044-01 (RRSP contributors) and 11-10-0055-01 (high income tax filers, national thresholds, total income), 2023; T1 Family File, tables 11-10-0004-01, 11-10-0007-01, 11-10-0067-01 and 11-10-0070-01, 2023. Census metropolitan area or agglomeration.

Frequently asked questions

How many financial advisory firms are there in Brockville?

Advisor Index lists 4 advisory teams and firms in Brockville, 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 Brockville?

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.