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How to Choose Financial planner

Knowing how to choose the right financial advisor can help you set a clear financial goal and save you money.

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How to Choose Financial planner

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  1. Sharp Asset Management Inc. How to Choose a Professional Financial Advisor 416-722-9009 contact@sharpasset.com

  2. Why Work with a Financial Advisor? Expert Guidance and Personalized Advice Comprehensive Financial Planning Objective and Fiduciary Advice Regular Monitoring and Updates Access to Comprehensive Investment Options • Tax Optimization Strategies • Estate Planning and Protection • Increased Financial Confidence and Security • Personalized Recommendations and Tailored Solutions • Ongoing Support and Guidance

  3. Who Qualifies as a Financial Advisor? CFP (Certified Financial Planner): Provides comprehensive financial planning and guidance CFA (Chartered Financial Analyst): Specialized in investment analysis and portfolio management RIA (Registered Investment Advisor): Registered with securities regulators, demonstrating expertise and experience

  4. Check for any Disciplinary Action against your financial advisor through below organisations: Investment Industry Regulatory Organization of Canada (IIROC) Canadian Securities Administrators (CSA) Mutual Fund Dealers Association of Canada (MFDA) Better Business Bureau Autoritédes marchés financiers (Quebec province)

  5. Tips on Choosing the Financial Advisor Set your financial goals, whether it's retirement, education, or a home purchase. Understand difference between fee-only and commission-based advisors. Consider certified financial planners (CFPs), chartered financial analysts (CFAs), and registered investment advisors (RIAs). Manage fees by establishing your budget before starting your search.

  6. Tips on Choosing the Financial Advisor Verify background and check advisor's credentials, experience, and disciplinary history. Interview several advisors to discuss investment philosophy, fees, and experience. Get It in writing by securing written agreements for fees, investment policy

  7. Questions to Ask a Financial Advisor What are their education, experience, and certifications? How old is the company? How long is the advisor’s experience? What products and services are offered by them? What is their investment philosophy and approach? What is their fee structure? How often will you meet? What is their mode of communication? Ask for client references?

  8. Contact us 21 Greenwin Village Road, Toronto, Ontario, M2R 2R9 416-722-9009 contact@sharpasset.com P.O BOX 74539 Humbertown Centre, 270 The Kingsway Toronto, ON M9A 5E2 www.sharpasset.com

  9. Thank you

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