- Anna VynnykPerthTeam at Edward Jones
- Portfolio management and investment advice
- Team at Edward Jones
- Portfolio management and investment advice
Perth in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Perth
When to take CPP and how to draw down a RRIF in Perth?
38.9% of Perth 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? →RRSP or TFSA: which to choose in Perth?
The right choice depends on your tax rate today and in retirement; in Perth, the median household income was $63,200 (census).
RRSP or TFSA? →Frequently asked questions
How many financial advisory firms are there in Perth?
Advisor Index lists 2 advisory teams and firms in Perth, 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 Perth?
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.