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Financial advisors in Orangeville
11 advisory teams and firms in Orangeville, Ontario.
- Brian BlackOrangevilleTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Cole HeidemanOrangevilleTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Doug EberleeOrangevilleTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Lara Y GrayOrangevilleTeam at Edward Jones
- Portfolio management and investment advice
- Matt McclureOrangevilleTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Mitchell MeranteOrangevilleTeam at Edward Jones
- Portfolio management and investment advice
- Oliver HarrisOrangevilleTeam at IG Wealth Management
- Portfolio management and investment advice
- Philip WolvertonOrangevilleTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Raines KobyOrangevilleTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Rich LongOrangevilleTeam at RBC Dominion Securities
- Portfolio management and investment advice
- Roud Private Wealth ManagementOrangevilleTeam at RBC Dominion Securities
- Portfolio management and investment advice
Orangeville in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Orangeville
Construction contractor in Orangeville: retiring without an employer plan?
10.3% of jobs in Orangeville are in this sector, against 7.8% across Canada (2021 census). Without an employer plan, retirement rests on the RRSP, TFSA and the value of the business at sale.
How to pass on a home in Orangeville and limit probate?
The median dwelling value is $750,000 in Orangeville (census). Principal residence, capital gains on a second property, wills and probate: real estate dominates the estate.
RRSP or TFSA: which to choose in Orangeville?
The right choice depends on your tax rate today and in retirement; in Orangeville, the median household income was $103,000 (census).
RRSP or TFSA? →Frequently asked questions
How many financial advisory firms are there in Orangeville?
Advisor Index lists 11 advisory teams and firms in Orangeville, 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 Orangeville?
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.