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Canada › Ontario

Financial advisors in Chatham

16 advisory teams and firms in Chatham, Ontario.

🏆 Top financial advisors in Chatham: the ranking

Wealth planning issues in Chatham

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

Only 30% of tax filers in the Chatham area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.

RRSP or TFSA? →

How much to save for retirement in Chatham?

CPP and OAS rarely cover your full lifestyle: personal savings fill the gap, to be calculated for your age and horizon.

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Savings and high incomes in the Chatham-Kent area

15.8%of tax filers contributed to an RRSP
$3,000median RRSP contribution

Among people with income in the Chatham-Kent area, in 2023:

30%report dividend or interest income (median $790)
8.6%report capital gains (median $1,630)
21.9%receive a private pension (employer plan, RRIF, annuity)
10%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 Chatham?

Advisor Index lists 16 advisory teams and firms in Chatham, 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 Chatham?

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

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.

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