The best credit cards in Canada for 2024 Apr 5th
Lexus ES review: The best used small luxury car for 2023 + MORE Jul 3rd
Attention, ESG investors: Canada’s biggest carbon-emitting public companies Jan 24th
Home insurance isn’t immune to inflation. Here’s how experts say you can lower those costs Jul 19th
Rising rates are good news for near-retirees seeking longevity insurance + MORE Jul 3rd
What it’s like to work with a financial advisor
– moneysense.ca
A financial advisor can be an invaluable resource in taking stock of what you currently have—and in developing strategies to protect and grow those assets. An advisor can provide a blueprint for your financial goals, identify what insurance products you need, help with tax planning and offer advice regarding your investments, savings and budgeting strategies.
What’s also important is that you find someone reputable who you can trust—a person who will be a good fit for you. Here’s how to ensure that process goes smoothly.
Narrow down your search
To find potential advisors, you can ask around for recommendations, or you can use MoneySense’s Find a Qualified Advisor tool. All of the advisors listed in the tool are members of the Financial Planning Association of Canada (FPAC)…