THERE ARE A FEW WAYS TO GO ABOUT FINDING AN ADVISOR IF YOU DON’T ALREADY HAVE ONE.
An advisor should be easy to talk to and give you a feeling of confidence. After all, you’ll be sharing a great deal of personal information with them over a long period of time.
DOES ADVICE PAY?
Actually, it seems to do exactly that. Research suggests that Canadians who have an advisor are more likely to have a financial plan and be more confident about their money. What’s more, a 2018 study by the Investment Funds Institute of Canada found that investors who work with advisors accumulate significantly more in savings than comparable investors without advice.
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