Financial advisor Montreal

The financial services industry is filled with experts who can help you achieve your investment goals, including purchasing a home or saving for retirement. They can help you develop contingency plans for long-term care and estate planning, manage inheritances or financial windfalls, and invest your money wisely to help you grow it over time.

Exponent Investment Management with a solid reputation, extensive training and experience is key. Look for certifications, like the Institut Quebecois de Planification Financiere for planners or the Autorite des marches financiers for advisors. You can also check whether they are licensed by using the National Registration Search.

In addition to their expertise, the best financial professionals offer a high level of client service. They communicate clearly and regularly, provide ongoing education and updates and are transparent about fees. They can help you develop a strategy that aligns your investments with your values, risk tolerance and financial ambitions. They can also guide you through complex issues, such as taxes and insurance.

Financial Advisor Ottawa: Securing Your Financial Future

A good financial advisor can make a significant difference in your life, so it’s important to find the right one for you. While banks have staff that can sell you GICs and mutual funds, or contribute to your RRSP and TFSA, Heath says, it’s best to find an independent expert who is a fiduciary. That way, they’re legally bound to act in your best interests. Also, they don’t have to worry about meeting sales quotas for particular products.