Canadian Financial Advisors / Investment Advisors

Some tips for finding the right financial advisor/investment advisor for you

- look at their qualifications (CFA, CPA, CFP, CMA, CGA, RFP, MBA, B.Comm.  etc) on this website   http://www.iiroc.ca/   (Investment industry regulatory organization of Canada)

- look up their dealer on http://www.osc.gov.on.ca/    (Ontario Securities Commission) to make sure they are registered

- under the investor section the financial advisor can be checked to see whether there are any complaints or disciplinary actions against him/her

- check http://www.securities-administrators.ca  (Canadian Securities Administrators) to see whether they are registered with them

- ask questions of your advisor such as their experience, how are they compensated, what kind of products do they offer, what professional organizations are they a member of, what level of service will they provide, discuss your goals and find out how the advisor will help you reach your goals.

Canada - Ontario Financial Advisors / Investment Advisors - Financial and Investment Advisors in Ontario 

Canada - Western Canada Financial Advisors / Investment Advisors - Financial and Investment Advisors in BC, Alberta, Saskatchewan, Manitoba 

Canada - Quebec  Financial Advisors / Investment Advisors - Financial and Investment Advisors in Quebec 

Canada - Maritimes Financial Advisors / Investment Advisors - Financial and Investment Advisors in New Brunswick, Nova Scotia, PEI, Newfoundland