Financial planning that is not tied to the selling of any product - an independent opinion?
Confidence, simplicity and peace of mind with regard to your finances?
Do you need help or guidance with implementation of the financial plan?
To know if you are getting good value from your current advisor or broker?
To be charged on a fee only basis for work performed and not by the assets you have?
Would you like a team of partners who can cover all aspects of financial planning such as insurance, taxation, estate planning and corporations?
Financial education to empower you to understand your financial situation?
Small business or self-employed financial needs?
To simplify your financial portfolio?
Make your financial picture efficient - such as saving 1% on your debt, investment and budget needs that can create thousands of dollars in new wealth before retirement?
Restructuring your finances to achieve your goals?
Joe the Investor is now a MoneySense Approved Financial Advisor!
The MoneySense Approved rating is created for information purposes only and is not intended as financial advice. MoneySense Approved is not responsible for any advice or other communication provided to an investor by any Financial Advisor. Rogers/MoneySense makes no representations or warranties as to the suitability of any particular Financial Advisor and/or investment for a specific investor. Visit www.MoneySenseApproved/Methodology for the full methodology. To see my profile, visit my MoneySense profile.
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