Tag Archive | "Advisor"

What to Look For (If a Novice Investor Like You and Me) When Searching For an Advisor


If you are like many individuals looking to increase the value of your money in an economy where financial institutions pay only two percent on a savings account, but do not know where to go, stay tuned. I have been in the work force for years, but other than mutual funds, government bonds, investment certificates and other products available through my local bank manager or investment councilor at the same bank, had no real investment knowledge.

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Seven Signs Your Financial Advisor is Putting Their Own Interests Ahead of Yours


In Canada there are many people who go by the titles of Financial Advisor, or Financial Planner. What most people do not realize is that these titles are not regulated (with the exception of Financial Planner in Quebec). Anybody can use these titles without any educational or experience requirements. What is regulated by the government is licensing to sell financial products, such as stocks, mutual funds and insurance.

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cXVpY2tpbnZlc3QubmV0L3dwL3dwLWNvbnRlbnQvd29vX3VwbG9hZHMvNC1xLmpwZyI7aTozO3M6NjE6Imh0dHA6Ly9xdWlja2ludmVzdC5uZXQvd3Avd3AtY29udGVudC93b29fdXBsb2Fkcy8zLXFpbG9nby5qcGciO308L2xpPjxsaT48c3Ryb25nPndvb192aWRlb19jYXRlZ29yeTwvc3Ryb25nPiAtIFNlbGVjdCBhIGNhdGVnb3J5OjwvbGk+PC91bD4=