Choose an advisor
Whether you’re choosing an advisor for the first time, or thinking about changing advisors, you’ll find a wide and potentially confusing array of services available. The people offering these services may hold a variety of designations that permit and/or restrict the services they can offer. They work in banks, financial planning firms, brokerage (dealer) firms, and investment management firms and may receive a salary, commission, flat fee, percentage of assets, or combination of all these. You may work with this advisor for a long time, and you are trusting them with your finances, so make sure you get all your questions and concerns answered before making a commitment.
Here are some rules of thumb for making sure you get the advisor who is right for you.
Advisors in Canada must be registered. Find out how to make sure yours is too. Learn more
Gather the information you need to make an informed decision. Learn more
Everything you need to ask when interviewing an advisor. Learn more
Complete the worksheet
Gather the information you need to conduct an advisor interview by using the interactive Worksheet for choosing an advisor . Download and fill it in online, or print it out and fill in by hand. Either way, print it and use it in your interview.