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Financial advisors in Owen Sound

9 advisory teams and firms in Owen Sound, Ontario.

🏆 Top financial advisors in Owen Sound: the ranking

Owen Sound in figures

21,612residents in 2021 (+1.3% since 2016)
$63,200median total household income, 2020
58%of households own their home
$400,000median dwelling value
27.2%aged 65 and over
18.8%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 Owen Sound

Doctor or health professional in Owen Sound: incorporate and plan retirement?

20.6% of jobs in Owen Sound 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 Owen Sound?

27.2% of Owen Sound 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 Owen Sound?

10.6% of tax filers in the Owen Sound area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.

Savings and high incomes in the Owen Sound area

16.5%of tax filers contributed to an RRSP
$3,020median RRSP contribution

Among people with income in the Owen Sound area, in 2023:

33.9%report dividend or interest income (median $1,010)
10.6%report capital gains (median $1,730)
25.7%receive a private pension (employer plan, RRIF, annuity)
11%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 Owen Sound?

Advisor Index lists 9 advisory teams and firms in Owen Sound, 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 Owen Sound?

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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