Questions you should ask us!
When you contact us, we understand that you’ll have a lot of questions. We have nothing to hide, in fact we want our clients to be as well informed as possible!
Here is a checklist we borrowed from http://www.getsmarteraboutmoney.ca, a website built by the Investor Education Fund (the IEF develops and promotes unbiased, independent financial information, programs and tools to help consumers make better financial and investing decisions. It is a non-profit organization).
The IEF recommends you use this checklist to decide if your planner is a fit, the more YES answers the better!
It is slightly amended to allow it to be applied to Financial Planners that don't sell investment products, like ourselves.
Contact us today! and see if we satisfy all the requirements below. We’re sure we will!
Does this planner make me feel comfortable and fully understood?
- Comes across as the kind of person I want to work with for years to come
- Seems to understand me as a person and can relate to my goals
- Has other clients like me
- Has an approach to investing that I understand and feel comfortable with
- Feels like someone I can trust to put my interests first
- Shows an understanding of my feelings about risk
- Gives me a feeling of trust when I share personal information
Does this planner show me a high level of professional skill and knowledge?
- Has a strong background, with good references and a demonstrated track record
- Has the proper qualifications and works for a company that is known and trusted
- Can give me good advice in a number of key areas, including taxes, managing debt, investing, insurance, and estate planning, and can bring in other experts as needed
Is this planner easy to work with?
- Answers my questions clearly and patiently
- Clearly explains the risks in any investment
- Explains other options and the pros and cons
- Is willing to speak with me throughout the year
- Will meet with me at least once a year to talk over my finances
Does this planner charge competitive fees?
- Explains fees and any extra charges clearly, in advance, so there are no surprises
- Provides value for what they charge
So why not contact us by clicking the button below and see how well we do on this checklist! We know you'll be impressed!
To see the original checklist from GetSmarterAboutMoney.ca click here.
