Do you have the right conductor for your retirement?
As in any profession, the level of advice provided to clients by financial advisors can vary. So how does one know whether they are getting their money’s worth?
Borrowing from an article published in the Globe and Mail by Rob Carrick, here is a scorecard to rate how much value your advisor is providing. Take the test, and then have the discussion with your Advisor. If you are not happy with the answers you get, give us a call. We’ll help you make sense of your current financial situation and show you how to get where you want to go.
