I remember the first time I deal with someone in a bank branch. They gave me a bunch of options and yet I still felt like I was overwhelmed with the decision making process. I didn’t know where I was financially, I didn’t know exactly what my actions meant for me and I didn’t know what changes needed to be made.

For families, each member must be on side with choosing the person handling their financial affairs. It is a big responsibility for both the family and the advisor.

The government of Canada has an list of 16 questions that can be a good conversation starter. In this video we review those questions and answer them about our firm.

It’s a great resource and can be found here: https://www.canada.ca/en/financial-consumer-agency/services/savings-investments/choose-financial-advisor.html

In this episode we discuss:

  • Why work with an advisor
  • How the term financial advisor is used in Canada and if it is regulated
  • How advisors are compensated
  • The 16 questions to ask a financial advisor

If you found this helpful then please share it with someone else and reach out to us so that we can answer any questions that you may have.