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Financial advisors in Yorkton
6 advisory teams and firms in Yorkton, Saskatchewan.
- Brady HarlandYorktonTeam at IG Wealth Management
- Portfolio management and investment advice
2 advisors
- Jeff BahreyYorktonTeam at IG Wealth Management
- Portfolio management and investment advice
4 advisors
- Jenn JonesYorktonTeam at Edward Jones
- Portfolio management and investment advice
- Kristen ZubkoYorktonTeam at Edward Jones
- Portfolio management and investment advice
- Tyler OuartYorktonTeam at Edward Jones
- Portfolio management and investment advice
- Team at National Bank Financial
- Financial planning
- Portfolio management and investment advice
2 advisors
Yorkton in figures
Source: Statistics Canada, 2021 Census of Population (2020 incomes).
Wealth planning issues in Yorkton
Doctor or health professional in Yorkton: incorporate and plan retirement?
19.4% of jobs in Yorkton 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 Yorkton?
21.1% of Yorkton 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? →Where to invest your savings in Yorkton: RRSP or TFSA?
Only 34.1% of tax filers in the Yorkton area report dividend or interest income (Statistics Canada). Much of the savings sits idle: RRSP, TFSA and diversified investments change that.
RRSP or TFSA? →Savings and high incomes in the Yorkton area
Among people with income in the Yorkton 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 Yorkton?
Advisor Index lists 6 advisory teams and firms in Yorkton, 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 Yorkton?
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
- Saskatoon · 82
- Regina · 45
- Moose Jaw · 5
- Estevan · 4
- Melfort · 3
- North Battleford · 3
- Swift Current · 3
- The Block Swift Current · 2
- Weyburn · 2
Check any advisor in the CSA National Registration Search and CIRO's AdvisorReport before you commit. No firm pays to be listed.