Now that you have a shortlist of advisors, the next step is to interview them. First, I compiled a list of sample questions to ask potential advisors from various sources. The CFP website has a list of ten questions to ask your planner. The Mackenzie funds website also features a list of interview questions that [...]
In response to the first post on the series on finding a financial advisor, Thicken My Wallet posed an interesting question – why would anyone want to search for potential financial advisors off the internet? – and further suggested that getting referrals from friends or colleagues might be a better option. There are a couple [...]
While I’m passionate about DIY investing and believe that most people can learn to invest on their own, the reality is that, for whatever reason, most Canadians don’t have the interest and/or inclination in DIY planning and would rather hire a financial advisor. As I get a number of questions on how to find a [...]
