Comments on: Finding a Financial Advisor, Part 1

By: options trading

options trading — Sat, 02 Apr 2011 04:20:20 +0000

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By: Different Types Of Canadian Financial Advisors – Which Is Right For You?

Different Types Of Canadian Financial Advisors – Which Is Right For You? — Mon, 07 Mar 2011 04:35:03 +0000

[...] How to find a Canadian financial advisor at Canadian Capitalist. [...]

By: Different Types Of Financial Advisors – Which Is Right For You?

Different Types Of Financial Advisors – Which Is Right For You? — Mon, 07 Mar 2011 04:33:59 +0000

[...] How to find a Canadian financial advisor at Canadian Capitalist. [...]

By: Penny Beer

Penny Beer — Thu, 20 Jan 2011 16:40:04 +0000

I agree with Galen. Always ask for references - good financial advisors will be happy about this. It will be an opportunity for them to showcase their happy clients. Good advisors will have clients over the long term.

By: Survey Results in IFIC Report | Canadian Capitalist

Survey Results in IFIC Report | Canadian Capitalist — Wed, 18 Aug 2010 02:40:44 +0000

[...] from the survey results. As I found out in my search for a financial advisor (see the series on Finding a Financial Advisor, July 13, 2008), many advisors will only consider clients having investable assets of at least [...]

By: Tweets that mention Finding a Financial Advisor: The Screening Process | Canadian Capitalist -- Topsy.com

Thu, 15 Jul 2010 06:13:25 +0000

[...] This post was mentioned on Twitter by Tim West, Barrie Conrod. Barrie Conrod said: Finding a Financial Advisor, Part 1 http://ow.ly/2bEtQ [...]

By: Toby

Toby — Thu, 06 Aug 2009 03:55:48 +0000

I am having a great deal of difficulty with Etrade Canada/ScotiaiTRADE in that they have double reported portions of my income for the taxation years 2005 through 2008. I have asked for a clarification in order to clear up the confusion with CRA and I am getting huge resistance. Has anyone else had this problem?

By: Galen

Galen — Sun, 28 Dec 2008 19:34:29 +0000

I think you can find an advisor on the internet and many have done just that. However, it is very important to do you due diligence. Just because a financial planner has a CFP does not make him competent. Ask for references.

By: George Biggar

George Biggar — Wed, 30 Jul 2008 14:23:27 +0000

I have read most of the comments here to date.

We live in a world where everyone is becoming more and more specialized. As tax laws and business regulations grow more complex daily, and as various aspects of modern living become more complex as well. Living has become more complicated of late. Higher levels of divorce and more double income families, some with one pay cheque and one business owner, and the growing demographic numbers of “empty nesters” wanting to nurture their nest egg into their old age, etc., ad infinitim…

I think the biggest reason one would hire a financial planner is that “you don’t know what you don’t know”. It is that simple.

I am a business owner, with five kids, a working wife, and many pursuits other than work, and I already spend more than enough hours trying to understand the applicable regulations and processes that are required to run my business to turn a profit without going to debtors prison or tax jail. I don’t have time to also be a financial planner.

What I can be is an active participant between my CMA (Certified Management Accountant) and my CFP (Certified Financial Planner).

My approach is based on the fact that my CMA would be the expert on tax laws, my CFP the expert on what investment approach will work best for me in the long term. Together, all the bases are covered.

And I still have time to be an expert daddy, with a little time to be an expert yachtsman the odd weekend.

-George Biggar

By: Finding a Financial Advisor, Part 2

Finding a Financial Advisor, Part 2 — Mon, 21 Jul 2008 02:23:53 +0000

[...] 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 [...]