Wednesday, May 5, 2021

Quiz: How to Find the Best Financial Planner For You?

One of the challenges in finding the best financial planner for your specific needs is understanding the different types of financial advisors, their qualifications, and whether or not they have a professional responsibility to work in your best interest. Many Canadians are not aware that different financial planners are compensated in different ways. If your financial planner is compensated based on the sale of the third party products they recommend, conflicts of interest may exist.

I have put together a quick 5 question quiz that can help you understand the different types of financial planners, how they are paid, and what credentials you should look out for.

Financial Planner Quiz

More Financial Planning Resources:

Best Financial Planners Ottawa

MoneySense Directory of Qualified Financial Planners


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