4 Things to look for when hiring a Financial Advisor

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4 Things to look for when hiring a Financial Advisor
Published in This is Burlington | 2 months ago

A financial planner professional helps you organize your finances and projects the results of your savings and investments in preparation for retirement.

Financial advisors help you invest your money to reach your financial goals which could include retirement, saving for college, minimizing your tax burden, giving to charity, budgeting, debt reduction, or generating income.

Here are four things to look for when hiring a Financial Advisor

1. Provides Holistic Advice.

This covers strategies to not only build wealth, but also to manage expenses, protect your family, lifestyle and assets, plan your income for now and in retirement, and determine how to pass your wealth onto the next generation, all in a tax effective manner.

2. Provides customized advice that is aligned with your family’s dreams, hopes and desires and what you wish to accomplish over time.

Holistic Wealth Management is based on the principle that you, the investor, are far more than the sum of your parts. Every area of your life affects your point of view, the things you value, and your goals for both short- and long-term investment.

Jack Lumsden, MBA, CFP® Senior Wealth Advisor, Assante Financial Management Ltd.

3. Someone who specializes in your specific goals, such as an advisor who specializes in creating retirement income and cash flow-strategies or working with business owners.

As an Assante advisor, Jack Lumsden MBA, CFP®, can help you gain peace of mind and achieve your dreams for the future. Whether it’s a worry-free retirement, saving for your children’s education, fulfilling a lifelong ambition, running a prosperous business or leaving a legacy to your loved ones or a cherished cause, I can work with you every step of the way.

4. They have the CFP® designation.

The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own.

Jack Lumsden, MBA, CFP® Senior Wealth Advisor, Assante Financial Management Ltd.

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Jack Lumsden, MBA, CFP®

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This material is provided for general information and is subject to change without notice. Every effort has been made to compile this material from reliable sources however no warranty can be made as to its accuracy or completeness.

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