Comments on: Why I’m Not Abandoning my Financial Advisor Anytime Soon https://www.moneywehave.com/why-im-not-abandoning-my-financial-advisor/ Personal Finance and Budget Travel for Canadians Tue, 27 Oct 2020 20:32:21 +0000 hourly 1 https://wordpress.org/?v=7.0 By: Becca Holton https://www.moneywehave.com/why-im-not-abandoning-my-financial-advisor/#comment-48589 Wed, 15 Nov 2017 20:21:46 +0000 https://www.moneywehave.com/?p=10265#comment-48589 Barry, this gave me a few things to take into consideration as I make my choice.I’ve been considering getting a financial adviser. That’s why I appreciated that you shared your experience.

]]> By: Barry Choi https://www.moneywehave.com/why-im-not-abandoning-my-financial-advisor/#comment-43751 Tue, 07 Nov 2017 00:59:58 +0000 https://www.moneywehave.com/?p=10265#comment-43751 In reply to Dan.

Hi Dan,

This post might help you.

https://www.moneywehave.com/the-questions-you-should-be-asking-when-you-first-meet-a-financial-advisor/

It’s slightly aimed at new advisors, but the questions apply to any investor.

]]> By: Dan https://www.moneywehave.com/why-im-not-abandoning-my-financial-advisor/#comment-43660 Mon, 06 Nov 2017 15:36:57 +0000 https://www.moneywehave.com/?p=10265#comment-43660 Hi Barry,
Great blog! I just stumbled upon while searching for, and trying to understand how my MER affects my future! Wow!
I was wondering if you could write a blog post on how you would go about choosing a fee only advisor like you have. What kind of questions would you ask them, and what sort of services did you find valuable vs. fluff?
Thanks!
Dan

]]> By: Barry Choi https://www.moneywehave.com/why-im-not-abandoning-my-financial-advisor/#comment-42296 Tue, 31 Oct 2017 13:44:46 +0000 https://www.moneywehave.com/?p=10265#comment-42296 In reply to Vito.

Hi Vito,

Jason is my advisor =D

]]> By: Vito https://www.moneywehave.com/why-im-not-abandoning-my-financial-advisor/#comment-42269 Tue, 31 Oct 2017 04:32:32 +0000 https://www.moneywehave.com/?p=10265#comment-42269 Hey Barry,

Great article. I was wondering if you could share who your advisor is or at least the agency/company? I don’t think I’m at the point where I will need one just yet, but the one I have heard great things about and read A LOT of his articles on Moneysense, is Jason Heath.

Hope you’re well 🙂

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