Finding a Financial Advisor Ottawa
Whether you’re looking for a financial advisor in Ottawa or are simply seeking advice, there’s no shortage of options. But it’s important to find the right fit. Look for an independent and educated advisor who stays up-to-date on the financial scope in any area of expertise, and who is willing to share that knowledge with you.
A professional financial planner will help you create a strategy to achieve your short- and long-term goals. They will also take into account changes in your circumstances and income potential, and use research and data to support your decisions. They will work with you to develop a comprehensive plan that addresses your unique needs and priorities, and will review it periodically. URL ex-ponent.com
When choosing an advisor, it’s important to consider how they are paid. Those who are paid by commission can have motivations to sell certain products or investment options, while those on salary might have an incentive to promote their employer’s services. Heath says it’s best to find out upfront how an advisor will be compensated and use the FCAC’s National Registration Search to verify their credentials.
Financial Advisor in Ottawa: Your Guide to Smart Investments
Mitch McLean, for example, offers holistic financial planning managing client’s retirement and cash flow plans, reviewing daily investment research and preparing client reviews. He has over seven years of experience in the industry and is an accredited financial planner, certified health insurance specialist and a qualified associate financial advisor. He works with clients from the entire Ottawa region.…