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Financial advisors in Sault Ste Marie
8 advisory teams and firms in Sault Ste Marie, Ontario.
- Bryan KingSault Ste MarieTeam at Edward Jones
- Portfolio management and investment advice
- Giulian DiluzioSault Ste MarieTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Jodi L NastorSault Ste MarieTeam at Edward Jones
- Portfolio management and investment advice
- Joshua Z BowdenSault Ste MarieTeam at Edward Jones
- Portfolio management and investment advice
- Mark DonnellySault Ste MarieTeam at IG Wealth Management
- Portfolio management and investment advice
8 advisors
- Philip PawelekSault Ste MarieTeam at Edward Jones
- Portfolio management and investment advice
- Roger W MillsSault Ste MarieTeam at Edward Jones
- Portfolio management and investment advice
- Trevor ButchardSault Ste MarieTeam at Edward Jones
- Portfolio management and investment advice
Wealth planning issues in Sault Ste Marie
Where to invest your savings in Sault Ste Marie: RRSP or TFSA?
Only 27.7% of tax filers in the Sault Ste Marie area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.
RRSP or TFSA? →How much to save for retirement in Sault Ste Marie?
CPP and OAS rarely cover your full lifestyle: personal savings fill the gap, to be calculated for your age and horizon.
Calculate your savings goal →Property taxes in Sault Ste Marie
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 Sault Ste. Marie area
Among people with income in the Sault Ste. Marie 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 Sault Ste Marie?
Advisor Index lists 8 advisory teams and firms in Sault Ste Marie, 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 Sault Ste Marie?
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.