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Top 5 Questions to Ask Your Financial Planner

Top 5 Questions to Ask Your Financial Planner

Do you have an upcoming meeting with your financial planner?

Regardless if it’s your first meeting or an annual visit with your financial planner, it’s important that you arrive prepared. You should have a general idea of what to keep track of, so that you can make changes to your plan necessary, to better fit your goals. When you arrive prepared with the right questions and documents, you can expect to get the most out of your meeting.

Read on and explore the top five questions that you should ask your financial planner.

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What to Consider When Choosing the Right Advisor

What to Consider When Choosing the Right Advisor

MoneySense recently chatted with James P. Gunn, a Certified Financial Planner and Registered Retirement Consultant with Halton Wealth Management Inc., an independent wealth management firm. We asked Gunn about how Canadians can expand their search and find the money manager that’s best suited to their long-term goals.

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What Are the Three Most Asked Questions by Retirees?

What Are the Three Most Asked Questions by Retirees?

How long will my money last? When is the best time to start taking money from my CPP, OAS, and RRIF to live on? Can I structure my affairs so that my Estate pays the least possible taxes at my death?

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Top 6 Benefits of Working with a Wealth Management Firm

Top 6 Benefits of Working with a Wealth Management Firm

Are you worried about your financial future?

Stress regarding your finances can truly affect your quality of life. You deserve to feel confident and at peace with your long-term financial plan. That’s where assistance from a wealth management firm comes into play. The experts at a wealth management firm can help you create long-term goals, plan for retirement, monitor your assets, and more. There are so many benefits to working with a wealth management firm, let’s take a look at a few of them.

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What is Financial Planning?

What is Financial Planning?

Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life. It is all about setting goals and establishing a plan and timeline to achieve them.

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Why is risk tolerance important, and how can I figure out mine?

Why is risk tolerance important, and how can I figure out mine?

Risk tolerance comes down to how much risk you are willing and able to stomach. You should have a realistic understanding of your ability and willingness to stomach large swings in the value of his investments; if you take on too much risk, you might panic and sell at the wrong time.

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Financial terms - how well do you understand them?

Financial terms - how well do you understand them?

Here are some of the most commonly asked questions.

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Fraud - Something We All Want to Avoid

Fraud - Something We All Want to Avoid

When it comes to protecting ourselves and our loved ones from fraud and identity theft it takes focus and commitment. We cannot let our guard down. We should never underestimate the thieves.

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Registration and Designations of Financial Advisors Matter

Registration and Designations of Financial Advisors Matter

When it comes to deciding which financial advisor to work with, consider the advisor’s registration and designations, as they change everything.

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Are You Better off with a Bank or Independent Financial Advisor?

Are You Better off with a Bank or Independent Financial Advisor?

When it comes to investing, trust is crucial. You’re not inclined to give someone control of your life savings if they haven’t proven themselves trustworthy.

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Fees: A Term I Know Everyone Hates

Fees: A Term I Know Everyone Hates

When it comes to investment fees, a little knowledge can be very dangerous. I have been running a fee-for-service business for the last fifteen years which has provided me with extensive experience in this area.

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Is Your Financial Advisor MoneySense Approved?

Is Your Financial Advisor MoneySense Approved?

Reviews make a big difference in the online world. Anyone can claim online that their products or services are the best, but it’s reviews that add truth to those claims.

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Traits of a Trustworthy Financial Advisor

Traits of a Trustworthy Financial Advisor

What’s the most important trait in a financial advisor? In our opinion, it’s trustworthiness. If you know you can depend on your financial advisor, all the other pieces of your working relationship fall into place.

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Why You Need Worry-Free Income Options for Retirement

Why You Need Worry-Free Income Options for Retirement

Financial considerations will change after retirement. Many retirees have to make changes to their budgets because their savings will now have to last for an indefinite period of time.

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Why Your Finances Will Benefit from Only One Advisor

Why Your Finances Will Benefit from Only One Advisor

It’s easy to access information nowadays. If we’re looking to purchase a product, we can shop around for the best price, read reviews on product quality, and make decisions based on mass opinion.

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Preparing for Retirement: What to Expect

Preparing for Retirement: What to Expect

People often approach retirement with a sense of uncertainty. This is understandable – it’s hard to predict exactly what life will look like, especially when you’re living off of a fixed income. We can give some hint to the changes you’ll discover along the way.

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Why You Need A Fully-Customized Investment Solution

Why You Need A Fully-Customized Investment Solution

Imagine setting up a meeting with your financial advisor to discuss your investment portfolio. Imagine that, in this meeting, your advisor hands you documents outlining someone else’s portfolio.

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Cognitive Bias & Your Decisions

Cognitive Bias & Your Decisions

Have you ever tried to claim that you have no bias? It turns out that none of us can truly make that claim. According to Business Insider, there are 20 common cognitive biases that impact our everyday decisions.

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Why Halton Wealth Management Investments Works Independently

Why Halton Wealth Management Investments Works Independently

Generally, people appreciate their independence. Having the freedom to make decisions with minimal limitation is important – that’s why we choose to work as an independent financial planning firm.

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Evening Appointments Available: Meetings available at place that is convenient for you.