Choosing a Financial Advisor

Whether you want to retire in 20 years, or send your child to private university in 10 years, a financial advisor can help make your goals a reality. Financial planners are skilled professionals with the right licenses to advise you on savings, investments, insurance, and estate planning. They can be found at credit unions, banks, investment dealers, or independent firms. The financial advice they provide is based on your goals and needs, and is tailored to your risk tolerance and time horizon. Go here

The first step in working with a financial advisor is filling out a questionnaire. This asks you to list all your assets, liabilities and sources of income. It also asks you to project your retirement needs and to describe your current and future investing preferences. The questionnaire will also ask you about your risk capacity. This is a subjective question, but it is important for your financial advisor to understand your level of risk tolerance so they can help you choose the best investment portfolio.

Ottawa’s Financial Landscape: Selecting the Best Advisor for You

One of the best financial advisory firms in Winnipeg is Endeavour Wealth Management. They focus on building their relationships with clients through honesty and integrity, and they offer financial plans that are curated by highly-qualified teams of advisors and external professionals. They specialize in tax-saving incentives and sustainable investments, and can also assist with estate planning. Warkentin Group is another great option for individuals seeking a financial advisor. They use a comprehensive, holistic 8-step process to ensure that their clients’ wealth-building and legacy strategies are well-planned. They also connect their clients with tax lawyers, so that they can rest assured that their finances are on solid ground.

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