5. Your Finding an Advisor Questions Answered

15/05/2024 16 min Temporada 1 Episodio 5
5. Your Finding an Advisor Questions Answered

Listen "5. Your Finding an Advisor Questions Answered"

Episode Synopsis

In today's episode is part 4 of a 4-part series on financial advice and what to look for in an advisor.  Today we're going to answer your questions. A big thanks to those who have shared their questions with me, you can as well if you have any suggestions for topics or guest speakers for the podcast or just general questions, by emailing me at [email protected].   Links from today's episode: The Society of Real Financial Advisors on Twitter: https://twitter.com/SocietyofAdvice Real Work and the Secret Society of Financial Planners Morningstar's Canadian Fund Fee Trends and the Cost of Advice in Canada Certified Financial Planner® (CFP®) Designation Chartered Investment Manager® (CIM®) Designation The Financial Planners and Financial Advisors Act in Saskatchewan Some recent examples of insurance advisors making recommendations in their favour vs the client: Strengthening oversight and accountability of the life insurance sector How to know when it's time to change your financial advisor