Finding an Advisor

A good financial advisor listens to you, respects your financial goals and strives to provide the best advice for your situation.

Financial advisors take courses in taxation and financial strategies, so their advice can be invaluable to someone who does not consider these matters every day.

What to consider when selecting an advisor

Trusting an advisor with your finances means that you should feel comfortable and secure when dealing with them. You may find it necessary to talk to a few advisors before deciding on one. 

Here are some factors to consider when selecting an advisor:

  • How long have they been in the financial services business?
  • Do they have any industry designations?
  • Will they provide a list of client references?