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Locate a Financial Planner

search The Canadian Financial Advisor Directory

Not everybody is convinced of the need for a financial planner or advisor. If this sounds like you, please look at the graph below: (Source: Dalbar Financial Services)

Load versus no-load mutual funds - Dalbar Financial Services Survey


The Financial Planners Standards Council offers advice on how to select a financial planner. They have 10 questions that you should ask your advisor. To view these, click here.

I have included another page on the topic of choosing a Financial Planner. To view it click here.

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