How to interview a potential planner

<em>Know what questions to ask, and when it’s time to move on</em> Once you’ve narrowed your financial planner search to three candidates, you’ll want to arrange a little face time. A simple half-hour interview can be very revealing. Not only will you find out exactly what service each planner offers and how much it costs,[…]

How to find a perfect financial planner

<em>We all want financial advice we can trust, but finding it can be a nightmare. Our step-by-step guide will get you to the advice you need.</em> We all want financial advice we can trust, but finding it can be a nightmare. Most of us have no idea where to look—and we’re often not sure what[…]

Embrace your adviser

Getting to know a new planner can be an intimidating process. But remember that you’re there to achieve some life-changing goals—so don’t just hand your finances over to your adviser and forget about them. Like many things in life, the more you put in to the relationship, the more you’ll get out. Here’s how to[…]

Case study: a family’s financial plan

Liz and Phil Royal are a typical Canadian entrepreneurial couple: Close to retirement, oodles of retained earnings and no coherent plan for retirement. They are the prototypical case offered to the 100 registered financial planners who gathered for the sixth annual Institute of Advanced Financial Planners (IAFP) conference in September in Regina. To understand some[…]