Locating a financial planner or advisor is an important step to ensure that your investment and your future are safe and secure.
Different people have different goals and expectations in terms of retirement and investments plans, so it's important to find someone who has your goals in mind and will do anything to achieve them.
Anyone can say that they are financial advisors so it's vital for you to do some research to ensure that the people who work for you have a clear history and good experience.
The financial advisor in Ottawa will handle your money for the future, so you don't have to take this lightly and hire just anyone. Make sure your chosen planner is certified.
Another good idea is to get recommendations from family or friends who may have used their own financial advisors in the past.
It's also important to ask lots of questions when choosing who you recruit. You will want to ask about the payment structure of the planner and how you will pay them. In general, there are three different salary structures that you might encounter.
The first is called cost compensation which is one of the more general payment structures. You will be asked to pay your advisor some fees for advice and ongoing consultation and maintenance.