Greater Vancouver Finance: Choosing a Financial Planner



A financial planner can help you manage and grow you financial resources and helps with tax planning. Most provinces have no laws or rules governing financial planners. Anyone can call themselves as a financial advisor. Select your financial advisor with care: pick the wrong one and you can watch your life savings disappear.

Each province has different rules and regulations, though only Quebec requires licensing of financial planners. Saskatchewan is planning standards for minimum education, full disclosure of sales commissions, requiring client approval on all transactions, and $1 million of compulsory liability insurance. The other provinces are watching to see if the Saskatchewan standards become law.
For those not in Saskatchewan or Quebec, here are some recommendations:

You can also visit the web site for the Financial Advisors Association of Canada: http://www.advocis.ca/.

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