10 Tips for Choosing a Financial Planner

In your search for a competent financial planning professional, you need to be able to recognize who you can trust.

Financial planning is unregulated in most Canadian provinces, which means that anyone can call themselves a “financial planner”. The issue here is that many of these so-called financial planners are only licensed to sell products but have no financial planning training or expertise.

In the absence of government regulation, consumers must ensure their planner is trained and certified to provide professional financial planning. We offer you the following 10 tips to help you search for the right planner. Click here to view full poster.