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Financial advisors in Greater Sudbury
23 advisory teams and firms in Greater Sudbury, Ontario.
- Abdullah Masood, Wealth AdvisorGreater SudburyRegistration shown on its website
- Financial planning
- Portfolio management and investment advice
- Insurance
abdullahmasood.caSee profile → - Team at IG Wealth
- Financial planning
alaube.comSee profile → - Albert CorradiniGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Celine TremblayGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Ciulini Wealth Management GroupGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Clements Private WealthGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Cloutier Family WealthGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Costantini Group - IG Private Wealth ManagementGreater SudburyRegistration shown on its website
- Financial planning
costantinigroup.caSee profile → - Frescura Private Wealth ManagementGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Horizon PartnersGreater SudburyRegistration shown on its website
- Financial planning
- Portfolio management and investment advice
- Insurance
horizonpartners.caSee profile → - IG Wealth ManagementGreater SudburyTeam at IG Wealth
- Financial planning
- Insurance
ig.caSee profile → - Innova Wealth PartnersGreater SudburyRegistration shown on its website
- Financial planning
- Portfolio management and investment advice
- Insurance
inwp.caSee profile → - Kilgour Group Private Wealth ManagementGreater SudburyRegistration shown on its website
- Financial planning
thekilgourgroup.comSee profile → - Mark S. SmithGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Neil PetrinGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Norman Piché & Associates Private Wealth ManagementGreater SudburyRegistration shown on its website
- Financial planning
normanpiche.caSee profile → - Rob BradshawGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Robert Chown, CFPGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Sawyer & Associates Financial ServicesGreater SudburyRegistration shown on its website
- Financial planning
sawyerandassociates.caSee profile → - Scott Wealth ManagementGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Simone RenelliGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Sound Financial StrategiesGreater SudburyRegistration shown on its website
- Financial planning
- Portfolio management and investment advice
- Insurance
soundfs.caSee profile → - The Gauthier Private Wealth GroupGreater SudburyTeam at RBC Dominion Securities
- Portfolio management and investment advice
Wealth planning issues in Greater Sudbury
Where to invest your savings in Greater Sudbury: RRSP or TFSA?
Only 29.7% of tax filers in the Greater Sudbury 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 Greater Sudbury?
CPP and OAS rarely cover your full lifestyle: personal savings fill the gap, to be calculated for your age and horizon.
Calculate your savings goal →Property taxes in Greater Sudbury
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.
Savings and high incomes in the Greater Sudbury area
Among people with income in the Greater Sudbury area, in 2023:
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 Greater Sudbury?
Advisor Index lists 23 advisory teams and firms in Greater Sudbury, 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 Greater Sudbury?
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.