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Financial advisors in Midland

6 advisory teams and firms in Midland, Ontario.

🏆 Top financial advisors in Midland: the ranking

Midland in figures

17,817residents in 2021 (+5.7% since 2016)
$69,500median total household income, 2020
65.7%of households own their home
$500,000median dwelling value
27.9%aged 65 and over
17.5%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 Midland

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

19.4% of jobs in Midland 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 Midland?

27.9% of Midland 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? →

How to reduce capital gains tax in Midland?

9.3% of tax filers in the Midland area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.

Savings and high incomes in the Midland area

14.9%of tax filers contributed to an RRSP
$2,860median RRSP contribution

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

29.5%report dividend or interest income (median $1,020)
9.3%report capital gains (median $1,890)
25.7%receive a private pension (employer plan, RRIF, annuity)
9%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 Midland?

Advisor Index lists 6 advisory teams and firms in Midland, 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 Midland?

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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