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Financial advisors in Carleton Place

2 advisory teams and firms in Carleton Place, Ontario.

Danette HannemanCarleton Place
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Rebecca A McElravyCarleton Place
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Carleton Place in figures

12,517residents in 2021 (+17.6% since 2016)

$89,000median total household income, 2020

70.2%of households own their home

$472,000median dwelling value

20.6%aged 65 and over

24.2%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 Carleton Place

Public servant in Carleton Place: keep the pension or take the commuted value?

13.6% of jobs in Carleton Place are in this sector, against 6.3% across Canada (2021 census). Keeping the pension or transferring its value: the difference depends on age, health and other income.

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

20.6% of Carleton Place 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? →

RRSP or TFSA: which to choose in Carleton Place?

The right choice depends on your tax rate today and in retirement; in Carleton Place, the median household income was $89,000 (census).

RRSP or TFSA? →

Property taxes in Carleton Place

1.354%residential property taxes (municipal and education) as a share of assessed value, 2025

$6,770per year on a home assessed at $500,000 (MPAC value)

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 Carleton Place?

Advisor Index lists 2 advisory teams and firms in Carleton Place, 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 Carleton Place?

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

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Ottawa · 138
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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.