Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
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  • Ottawa, Ontario K1S 2E1

Nine “Hole in One” Questions To Ask Your Financial Advisor (Part 1)

October 5, 2017 - 0 comments

Let’s say you’re out there, doing your due diligence on available advisory services after taking in my last video. You want to call the right shots for your money management, right?

In this and my next video, instead of answering your “No Dumb Questions,” I’m going share nine handy questions you can use when interviewing your current or a would-be financial advisor.

Speaking of nines, we’re shooting these next two segments from the Ottawa Hunt & Golf Club, where we’re proud to be supporting this year’s Golf Canada and Canadian Pacific Women’s Open! Okay, I’ll admit, this was partly an excuse to get out on the links myself. But I thought it would pair well with keeping you away from all those financial sand traps out there. Watch today’s video to play along.


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