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May 15, 2024 16 mins

In today's episode is part 4 of a 4-part series on financial advice and what to look for in an advisor.  Today we're going to answer your questions. A big thanks to those who have shared their questions with me, you can as well if you have any suggestions for topics or guest speakers for the podcast or just general questions, by emailing me at info@retirereadypodcast.com.

 

Links from today's episode:

The Society of Real Financial Advisors on Twitter: https://twitter.com/SocietyofAdvice

Real Work and the Secret Society of Financial Planners

Morningstar's Canadian Fund Fee Trends and the Cost of Advice in Canada

Certified Financial Planner® (CFP®) Designation

Chartered Investment Manager® (CIM®) Designation

The Financial Planners and Financial Advisors Act in Saskatchewan

Some recent examples of insurance advisors making recommendations in their favour vs the client: Strengthening oversight and accountability of the life insurance sector

How to know when it's time to change your financial advisor

 

 

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