What to look for in a Financial Professional

You’ve decided that now’s the time to invest and why not? Perhaps you’ve almost paid off your student debt or can pay down debt and invest at the same time. Either way, you’ve decided that now’s the time to consider how market opportunities can help you earn and save extra money…..but wait.

  • Who is in the best position to guide you in your investment decisions and what key qualities should they possess? This is where knowing what to look for in a financial professional is important.

Know who’s dealing with your money – a.k.a. your present and future financial health Except for Quebec, anyone in Canada can call themselves a “Financial Planner” without any credentials. Since there is no government legislation to regulate these individuals, the onus is on you to ensure they are trained, certified and skilled in providing you with professional financial planning. Since this might be too troublesome, a Certified Financial Planner® professional might be your best option. CFP_tableFor a full list of what to look for in a financial professional, visit the Financial Planning Standards Council website. As a new dentist with a steady and growing income, you have numerous and competing options on how to achieve your financial goals. The good news is our non-commissioned Certified Financial Planner® professionals* at CDSPI Advisory Services Inc., are happy to answer your questions at no cost and with no obligation. We are here to help. Call: 1-800-561-9401 or Email: investment@cdspi.com

* Restrictions may apply to advisory services in certain jurisdictions. Financial planning and advisory services are provided by licensed advisors at CDSPI Advisory Services Inc. Information on this site is for informational purposes only and is not intended to provide financial, legal, accounting or tax advice.