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Canada › Ontario

Financial advisors in Stratford

12 advisory teams and firms in Stratford, Ontario.

🏆 Top financial advisors in Stratford: the ranking

Stratford in figures

33,232residents in 2021 (+5.6% since 2016)
$77,000median total household income, 2020
65.8%of households own their home
$500,000median dwelling value
23.9%aged 65 and over
25.5%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 Stratford

How to reduce capital gains tax in Stratford?

11.7% of tax filers in the Stratford area report capital gains. Timing sales, carrying losses forward, donating securities: a schedule avoids overpaying tax.

When to take CPP and how to draw down a RRIF in Stratford?

23.9% of Stratford 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? →

Savings and high incomes in the Stratford area

21.2%of tax filers contributed to an RRSP
$3,180median RRSP contribution

Among people with income in the Stratford area, in 2023:

37.5%report dividend or interest income (median $1,010)
11.7%report capital gains (median $1,790)
24%receive a private pension (employer plan, RRIF, annuity)
13%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 Stratford?

Advisor Index lists 12 advisory teams and firms in Stratford, 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 Stratford?

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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