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Getting advice

Three reasons to work with an adviser Add to ...

1. You’re not sure how to manage your finances or investments

If you’re not sure how to choose investments that can help you reach your financial goals, you might want to work with an adviser. If you need help balancing  spending and saving, or managing debt, an adviser with financial planning expertise can help you get on the right track. Some advisers may also be able to help you make decisions about insurance coverage, tax planning and estate planning.

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2. You don’t have time to manage your investments

If you don’t have time to actively monitor and manage your investments, you might choose to have an adviser do this for you.

3. You’re not interested in managing your investments

Some investors choose to work with an adviser because they simply don’t have any interest in managing their own investments.

Anyone selling investments or offering investment advice must be registered by a securities regulator, unless they have an exemption. Check registration and background through the Ontario Securities Commission or Canadian Securities Administrators.

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



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