Comments on: How to Find a Good Financial Advisor https://www.moneywehave.com/how-to-find-a-good-financial-advisor/ Personal Finance and Budget Travel for Canadians Mon, 02 Jan 2023 22:13:57 +0000 hourly 1 https://wordpress.org/?v=6.9.4 By: Rajeev https://www.moneywehave.com/how-to-find-a-good-financial-advisor/#comment-215191 Thu, 16 Dec 2021 08:18:32 +0000 https://www.moneywehave.com/?p=3276#comment-215191 It is absolutely essential, how your advisor is getting compensated. Many times the free advisors do not charge us any money for recommending us a product, but many folks should understand that their commission and incentive is tied with the sale of the said financial product.

]]> By: Mirketa https://www.moneywehave.com/how-to-find-a-good-financial-advisor/#comment-201814 Wed, 13 Nov 2019 09:05:27 +0000 https://www.moneywehave.com/?p=3276#comment-201814 Thanks for sharing this valuable information

]]> By: Kathy Your Net Worth Manager https://www.moneywehave.com/how-to-find-a-good-financial-advisor/#comment-186256 Tue, 04 Jun 2019 14:50:01 +0000 https://www.moneywehave.com/?p=3276#comment-186256 Saskatchewan fee for service Registered Retirement Consultant http://www.yournwm.ca. Hello to Markus, often read his great comments on FB groups I hang out in. The problem is we have an industry that holds itself out as professional but works to a suitability standard. Its all about sales. Most plans lead to the sale of their own product. If we had a fiduciary, best interest standard like the UK, Australia, New Zealand then you would be able to trust what you are being told. I am on the Holy Potato List.

]]> By: Bob https://www.moneywehave.com/how-to-find-a-good-financial-advisor/#comment-185269 Thu, 23 May 2019 22:06:33 +0000 https://www.moneywehave.com/?p=3276#comment-185269 In reply to Kim.

Little late to the game here but we hired the team at RT Mosaic in Calgary – here is their profile on SeekAdvisor.ca – https://www.seekadvisor.ca/profile/christopher-rawles/1007

Although we live in Northern Ontario we really couldn’t find anyone close by that we were comfortable with – there are several advisors on the SeekAdvisor site that matched what we were looking for, however I find myself in Calgary several times a year, so I was most comfortable hiring this team for the job. Best of luck.

]]> By: Nancy Mable https://www.moneywehave.com/how-to-find-a-good-financial-advisor/#comment-178820 Tue, 19 Mar 2019 12:41:02 +0000 https://www.moneywehave.com/?p=3276#comment-178820 There are a number of reliable financial advisors in Edmonton, Alberta who provide best services. These experts can provide you the best financial and tax plans and will make your life financially stable. The best approach for finding a reliable advisor is to search them online or by searching some Directories like Yelp, Yellowpages, etc. However, I recommend the following approach.

1. Search them online on Google Locally (Google results are good to follow) with search terms like financial advisors
2. Analyze the website of each company and check the portfolio of financial advisors (research them and check their credibility and customer reviews)
3. Contact with them through Call or book a free consultation

If you found them highly skilled and expert in providing effective financial plans then hire them and get a complete financial solution from them. That’s it!

]]> By: Alexdom A https://www.moneywehave.com/how-to-find-a-good-financial-advisor/#comment-178460 Fri, 15 Mar 2019 11:55:00 +0000 https://www.moneywehave.com/?p=3276#comment-178460 The financial advisor should be more concerned about their customer’s financial plans. their comments should be in a right way that should be enhanced customers financial plans only then customers will trust them. you can ask these all from their previous customers.

]]> By: Kim https://www.moneywehave.com/how-to-find-a-good-financial-advisor/#comment-170524 Tue, 08 Jan 2019 15:01:04 +0000 https://www.moneywehave.com/?p=3276#comment-170524 In reply to Bob Spartus.

I’ve had paralysis by analysis in this regard and I’m very much in need of a referral to a good advisor. Are you willing to share the name of the person you found?

]]> By: Barry Choi https://www.moneywehave.com/how-to-find-a-good-financial-advisor/#comment-169823 Wed, 02 Jan 2019 12:57:14 +0000 https://www.moneywehave.com/?p=3276#comment-169823 In reply to Rex.

Hi Rex,

THere are quite a few fee only advisors who work in Canada.

]]> By: Rex https://www.moneywehave.com/how-to-find-a-good-financial-advisor/#comment-169819 Wed, 02 Jan 2019 12:42:39 +0000 https://www.moneywehave.com/?p=3276#comment-169819 Which financial to work with, who charge hourly or who charge monthly?

]]> By: joy https://www.moneywehave.com/how-to-find-a-good-financial-advisor/#comment-167321 Wed, 12 Dec 2018 16:35:53 +0000 https://www.moneywehave.com/?p=3276#comment-167321 Use my own experience to remind my friends to stay away from this investment company.
Details: BMO Nesbitt Burns
       Yujie Liu (Financial Planner)
     905-305-0603
they don’t do anything just focus on commissions, bad behavior!!

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