How To Evaluate An Investment Advisor?

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One response to “How To Evaluate An Investment Advisor?”

1. 

   January 26, 2015

   J Paul Wilson CFP, CHFC

   When you are evaluating an investment advisor or a financial planner, often it comes down to relationships. There are, however, a number items you should check including:

   – References from clients
   – Qualifications
   – Investment philosophy
   – How they are compensated?
   – How are they regulated?

   More information is available on choosing your financial planner at https://www.jpw.ca/choosing-your-financial-planner.html

   Remember it is your money. If you have further questions, please do not hesitate to contact me.