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Financial Planners in Pierrefonds, QC

How to choose a financial planner in Pierrefonds

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.

Milad Khalili

Milad Khalili

Financial professionnel

Milad khalili

Montréal, QC

Licensed Financial professionnel for 4 years

Milad Khalili is a financial professional based in Pierrefonds, QC, with four years of experience in the field. He specializes in assisting families with end-of-life planning by carefully analyzing their income, expenses, and specific requirements to identify the most suitable services for their unique needs. His approach is grounded in a thorough understanding of the complexities involved in these sensitive situations.

Call(514) 803-0121
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