Choosing A Financial Adviser – Some Questions To Ask
For the do-it-yourselfers on the market, now might be a great time to examine how you’re doing, with comparison to the plan which you laid out in the start of the year.
For people who aren’t self trading with a broker like Questrade but are daunted by the head-scratching endeavor of choosing a financial advisor, here are the five questions to ask when they are choosing a financial adviser, agent or stock broker before you finally decide to hire them :
1) Are you currently registered as an investment adviser?
If yes, then the adviser owes you a fiduciary obligation, which is a fancy way of stating that they need to place your needs first. Investment professionals that aren’t fiduciaries have to commit to lesser regulations or standards, known as “suitability,” meaning that whatever they sell you must be proper …Continue Reading
Top Questions to ask your Financial Adviser
The process of selecting a qualified, competent financial professional who can meet your expectations can be daunting and confusing to both young and old alike. There are so many financial planners around, each with different areas of expertise. Finding one who can meet your demands can be a challenge.
What To Look For In An Adviser
Basically, a financial planner should be someone you can trust; a confidant professional to put you in a secure financial situation. Additionally, you should feel comfortable with his/her expertise and business style. Before you embark on this journey of hiring an adviser to build your finances, you should be well prepared for it. Some things you should know and keep note of prior to looking are knowing your financial goals, what kind of planner you want, why you need to hire a financial adviser, and what kind …Continue Reading
Lessen Your Financial Burden by Hiring a Professional Adviser
Financial planning is such a delicate matter. If you are tired of managing your finances because you don’t know where all of your money goes then you certainly need the help of a financial advisor. One important thing that should never be taken lightly, especially in today’s money driven world, is your finances.
So what is a financial adviser?
A financial adviser is an expert who can assist you with your financial planning. They have extensive education in financial matters and can advise you on various ways to manage your finances. A financial adviser will sit down with you, and evaluate your situation from top to bottom. You can inquire about our services here(link to our consultation page, just the word here)
For example, they may look at your expenses, your income, your retirement planning and your insurance needs. From there, …Continue Reading