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Financial advisors in Melfort

3 advisory teams and firms in Melfort, Saskatchewan.

Bobbi Lyn L WeimanMelfort
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Larry D FalkMelfort
Team at Edward Jones
- Portfolio management and investment advice
See profile →
Melissa GoslingMelfort
Team at Edward Jones
- Portfolio management and investment advice
See profile →

Melfort in figures

5,955residents in 2021 (-0.6% since 2016)

$71,500median total household income, 2020

66.2%of households own their home

$240,000median dwelling value

23.9%aged 65 and over

20.5%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 Melfort

Farmer in Melfort: how to pass on the farm?

6.7% of jobs in Melfort are in this sector, against 2.3% across Canada (2021 census). Transfer to a child, tax rollovers, the farm capital gains exemption: a succession takes years to prepare.

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

23.9% of Melfort 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 Melfort?

The right choice depends on your tax rate today and in retirement; in Melfort, the median household income was $71,500 (census).

RRSP or TFSA? →

Frequently asked questions

How many financial advisory firms are there in Melfort?

Advisor Index lists 3 advisory teams and firms in Melfort, Saskatchewan: 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 Melfort?

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 Saskatchewan

Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.