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Should You Consider a Financial Advisor in Canada (Plus Questions you need to ask) financial advisor

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Should You Consider a Financial Advisor in Canada (Plus Questions you need to ask)

There are thousands of financial advisors in Canada, you might be asking how do I know which one to choose. Sure, the advisor must have the technical skill and knowledge.
That’s a given. but what else you need to pay attention to
when working with a financial advisor?

– Do you need a financial advisor in Canada? What do financial advisor do?
– How are financial advisors regulated in Canada?
– Our financial advisors feed based or commission-based?
– How do you know if the financial advisor works in your best interest?

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In today’s video, I will share if you should consider working with a financial advisor in Canada
and as a bonus, I will also share what questions you need to ask your financial advisor in the first meeting

Enjoy

Canadian Deposit Insurance Corporation (CDIC) –
Assuris for Life insurance –

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———–

Thomas is a 10-year veteran advisor in the insurance and investment industry.
He understands the life stages and challenges that people are going through.
Therefore, the purpose of this channel is to bring awareness to the importance of financial education.
No matter what age group you are in,
knowledge has the potential to unlock wealth.

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6 comments

Thongsook Viengkone 29/09/2021 - 3:52 PM

Hi Thomas , I can use bank to advise me on my retirement plan?

Reply
GISJIng 29/09/2021 - 3:52 PM

I recently met with a financial advisor/investment consultant at a bank and she mentioned a financial advisor I should talk with as well. Should I trust this recommendation?!

Reply
esther simon 29/09/2021 - 3:52 PM

Thankyou for the great info and love the colored drawings, has gotten the kids attention, which is needed.

Reply
Lucy 29/09/2021 - 3:52 PM

Thank you Thomas for the great advice. Greatly appreciate!

Reply
Winnimalist 29/09/2021 - 3:52 PM

Thanks for your great advice!

Reply
Peter 29/09/2021 - 3:52 PM

always informative thomas. many thanks.

Reply

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