Here are some places to start your search.
Family and friends People you know can be very helpful, especially if they have financial needs like yours. Ask whom they get advice from and for what products and services.
Your workplace Many companies offer their employees help with money matters. There may be a department at work that can put you in touch with an adviser. For example, if you get group insurance through work, or your employer has a pension plan, ask who runs those plans. Also ask if your company has an employee assistance plan. Or, if you are a member of a union, it may be able to help you.
Your bank A financial adviser at your bank may help you with your savings, savings bonds, Guaranteed Investment Certificates (GICs), mutual funds, and loans. Talk with your bank manager or a customer service representative to see if they can help, or know someone who can.
Community groups Local service groups often help people learn more about money matters by putting on workshops or by giving free advice. Look for information on your town or city's website, or check your local newspaper. Or, if you belong to a group that shares your culture, language, or faith, you can ask people there if they know a good adviser.
Your lawyer or accountant People in these professions often know financial advisers. Since they know you pretty well, they may suggest an adviser who would be right for you.
Remember: Good advisers get known
Don't stop with just one name. Almost anyone who works as a financial adviser will be glad to talk to you, in the hopes of getting your business. So get a few names and think about your choices.
Content in this section is provided in partnership with the Investor Education Fund, a non-profit organization promoting financial literacy to Canadians. To find out more go to GetSmarterAboutMoney.ca.