Nancy Graham CPA, CA, CIM, CFP, TEP

Portfolio Manager
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  • 1.800.230.5544
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  • 265 Carling Avenue,
    8th Floor,
  • Ottawa, Ontario K1S 2E1

Nine “Hole in One” Questions To Ask Your Financial Advisor (Part 2)

October 19, 2017 - 0 comments

In my last video, I teed off from here at the Ottawa Hunt & Golf Club with four good questions you can use to weed out the weakest financial advisors from the field. Questions like: Are you qualified for the position to begin with? Are your services right for me? And is your pricing fair and transparent? 

These are good questions to ask during an initial round of elimination. Today, I’ll take you beyond the basics of whether an advisor seems generally appropriate, to whether they seem like the best fit for YOU and your unique financial needs.

Tune into today’s “No Dumb Questions” to find five more questions you can use to complete the course. And, as always, don’t forget to send me your own questions for future conversations. 

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