By: Finding a Financial Advisor, Part 2
[...] 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 [...]
View ArticleBy: George Biggar
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...
View ArticleBy: Galen
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...
View ArticleBy: Toby
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...
View ArticleBy: Tweets that mention Finding a Financial Advisor: The Screening Process |...
[...] This post was mentioned on Twitter by Tim West, Barrie Conrod. Barrie Conrod said: Finding a Financial Advisor, Part 1 http://ow.ly/2bEtQ [...]
View ArticleBy: Survey Results in IFIC Report | Canadian Capitalist
[...] 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...
View ArticleBy: Penny Beer
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...
View ArticleBy: Different Types Of Financial Advisors – Which Is Right For You?
[...] How to find a Canadian financial advisor at Canadian Capitalist. [...]
View ArticleBy: Different Types Of Canadian Financial Advisors – Which Is Right For You?
[...] How to find a Canadian financial advisor at Canadian Capitalist. [...]
View ArticleBy: options trading
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