- Adam BracelandNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
- Anthony ScarfoneNorth BayTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Barb KerrNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
- Cameron RotondoNorth BayTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Charles A ElliottNorth BayTeam at Edward Jones
- Portfolio management and investment advice
- Darren LongNorth BayTeam at Edward Jones
- Portfolio management and investment advice
- Jason TailleferNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
- Jim PalangioNorth BayTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Justin RancourtNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
- Justin WigeliusNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Kevin ReidNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
- Lorn ByersNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Mark WebsterNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Miranda BuschNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Nancy PartridgeNorth BayTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Stephen Peachy Wealth ManagementNorth BayTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Steven DeaconNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
6 advisors
- Steven TripodiNorth BayTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Steven WrightNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
3 advisors
- Susan WeiskopfNorth BayTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Tamara CooperNorth BayTeam at National Bank Financial
- Financial planning
- Portfolio management and investment advice
- Team at RBC Dominion Securities
- Portfolio management and investment advice
North Bay in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in North Bay
Doctor or health professional in North Bay: incorporate and plan retirement?
18.3% of jobs in North Bay 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.
Where to invest your savings in North Bay: RRSP or TFSA?
Only 25.7% of tax filers in the North Bay area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.
RRSP or TFSA? →When to take CPP and how to draw down a RRIF in North Bay?
21.7% of North Bay 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? →Property taxes in North Bay
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 North Bay area
Among people with income in the North Bay 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 North Bay?
Advisor Index lists 22 advisory teams and firms in North Bay, 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 North Bay?
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.