Ask two questions first. How are you paid, and are you a fiduciary? An advisor paid only by you (fee-only) has fewer reasons to steer you toward products. One who earns commissions isn't necessarily worse, but you should know. Check the firm name on the profile: advisors with a large network have the network's tools and its product list; independents have more freedom and fewer resources. Ask what kinds of clients they usually work with. A retiree and a 35-year-old with a young family need different advice. Then ask how often you'll actually hear from them.
Financial Planner, Investment and Retirement Planner
RBC Royal Bank
Cambridge, ON
Financial Planner, Investment and Retirement Planner
RBC Royal Bank
Cambridge, ON
Estate and Insurance Planning Specialist
The Steele Group Financial & Workplace Services Inc.
Cambridge, ON
Estate and Insurance Planning Specialist
The Steele Group Financial & Workplace Services Inc.
Cambridge, ON
