Do you want this advice to not be tied to product sales like investments, insurance, mortgages, etc? If so, you are looking to work with a fee only / advice only financial planner. They will generally charge you a set fee for a professional financial plan, not tied to product sales, and most will also work with you on an ongoing basis for implementation, support, ongoing issues, etc. Most do not work on the AUM (assets under management) model where you are paying 1-2% of your investments to them which generally results in very high fees.
Fee only / advice only financial planners are often very knowledgeable about investments with general investing advice, implications about real estate to your financial life, tax, estate planning, etc.
At Merrick Financial Inc. we work with many business owners, professionals and people that are close to retirement.
All financial planners that you find on the adviceonlyplanners.ca website have taken the fiduciary pledge. This means that we put the clients interests first and above all else.
Book a free initial consultation Free Initial Consultation with one of us to see how we can put your mind to ease with your financial issues and offer clarity where required.
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