- Antonella ChisesiLakeshoreTeam at Edward Jones
- Portfolio management and investment advice
- Dean DosterLakeshoreTeam at Edward Jones
- Portfolio management and investment advice
- Elias DoskorisLakeshoreTeam at Edward Jones
- Portfolio management and investment advice
Lakeshore in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Lakeshore
RRSP or TFSA: which to choose in Lakeshore?
The right choice depends on your tax rate today and in retirement; in Lakeshore, the median household income was $114,000 (census).
RRSP or TFSA? →How much to save for retirement in Lakeshore?
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 Lakeshore
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 Lakeshore?
Advisor Index lists 3 advisory teams and firms in Lakeshore, 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 Lakeshore?
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.