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Getting advice

Finding an adviser through referrals Add to ...

Four potential sources of referrals

1. Family and friends

People you know can be a helpful source of referrals, especially if their financial needs and goals are similar to yours. Ask who they get advice from, and for what products and services. Local community groups may put on workshops or give free advice about finance and investing. Look for information on your town or city’s website, or check your local newspaper.

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2. Your workplace

If your workplace offers pension and other employee savings plans, it may provide employees with access to a financial adviser. If you’re a member of a union, it may also be able to help you find an adviser.

3. Your bank

Customer service representatives at your bank can help you with setting up a bank account, or buying savings bonds and GICs. If you want to take out a loan, they can refer you to a loan specialist at the bank. They can also refer you to a financial adviser if you are interested in mutual funds or other types of investments.

4. Other professionals you work with

If you have a lawyer or accountant, they may be able to suggest potential financial advisers.

Content in this section is provided in partnership with Investor Education Fund, a non-profit organization founded and supported by the Ontario Securities Commission that provides unbiased and independent financial tools to help Canadians make better money decisions. To find out more, go to: GetSmarterAboutMoney.ca

 

Follow us on Twitter: @GlobeInvestor

 

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