What it’s like to work with a financial advisor Apr 5th

How to go about securing the best policy for your insurance in Canada.

Latest News

Accident benefits have you covered—but for what, exactly? + MORE Apr 17th

Accident benefits might be the last thing on your mind when you’re buckling up in a new ride and tuning into your ultimate road-trip playlist, but they’re important to know. Accident benefits coverage is mandatory across Canada, except in Newfoundland and Labrador. Without it, you would be.... More »

Canada’s Best Visa Credit Cards 2022 Apr 13th

When consumers shop for a new credit card, they typically look at the ability to collect points, the insurance coverage offered, fees and interest rates on unpaid balances—not at the credit card company itself. But if you already have an account with RBC, CIBC, Scotiabank or any other Visa issuers.... More »

BMO Ascend World Elite Mastercard review 2022 May 11th

If you’re itching to travel again, BMO has a card designed to help you get there. With an attractive insurance package and perks like airport lounge access, the BMO Ascend World Elite Mastercard seeks to tempt users into the BMO Rewards program. But here’s the big question: Is the card good enou.... More »

What it’s like to work with a financial advisor

– moneysense.ca

If you’re like many Canadians, you’re probably weighing working with a financial advisor. Maybe you’ve just gotten married, started a business, expanded your family or come into an inheritance, or you’re planning your financial future as you approach retirement.

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)…

Continue Reading On moneysense.ca »

Getting a great Insurance policy within Canada can be tricky – let us help! Visit our Insurance page for the latest advice and articles.

Share