What is a financial advisor? A financial advisor is a professional who will assist you with a wide range of financial, estate and business issues. Your advisor should be able to help you with estate and legacy planning, including planning a will [...]
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When you first meet with a new financial advisor, you should not find yourself on the receiving end of a high-pressure sales pitch. Your new advisor should not be trying to sell you any investments, products or services before really getting to know [...]
Advisor.ca Book Review When A Client Loses A Spouse Few situations are more difficult for an advisor than when a client loses a cherished partner. In their new book, Managing Alone, advisors Jennifer Black and Janet Baccarani share their [...]