This 4 part choosing a financial advisor blog series focuses on how to find the right advisor
You’ve identified a goal and are ready and able to get serious about saving money to achieve that goal. Maybe you’re planning to purchase a home, funding post secondary education for your kids, imagining what you want retirement to look like or perhaps you’ve come into an inheritance. Whatever the objective, you’ve decided it’s time to start working with an investment advisor. Now what? How do you go about finding the right advisor for you?
Every investor working with an advisor wants to feel confident that their hard-earned money is in competent hands. And that means finding an investment advisor who has a solid understanding of equity (stock) markets and industry trends. Here are six key questions you can ask that should help you separate those in the know from those who aren’t.
Any HR professional will tell you that fit--both in terms of technical ability and shared values--is critical to hiring right for your business. The same rule applies to hiring an investment advisor.
While there isn’t necessarily a simple test you can administer to determine fit, there are a few key areas you should address to help you find the right advisor for you.
There are about 80,000 financial advisors working in Canada. So why would you choose to work with us? Five key reasons: Credentials, customized portfolios, market knowledge, decades of experience, and dedication to our clients.