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ARTICLE · 15 SEPTEMBER 2020

Questions To Ask Your Advisor Part 1: Finding Someone You Can Work With

You shouldn't be afraid to interview advisors before settling on someone you can work with.

CanadaFinance and Banking

You shouldn't be afraid to interview advisors before settling on someone you can work with.

The value of good financial advice can be significant, one study actually shows that advised investors accumulated almost four times as many assets compared to non-advised investors over a 15-year period - after adjusting for socio-economic and attitudinal differences.

Referrals from family, friends, colleagues and other trusted people are a good place to start the search for sound financial advice.

But you can't stop there. Just because someone uses one advisor and loves her, doesn't mean she's right for you. This is a very important relationship to get right and you need to take it seriously because you're going to be giving them your money and asking them to look after your finances.

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