You already know that you can’t make the most out of your financial future without some good advice. Unfortunately, it’s hard to tell when you’re getting good advice (or when you’re getting bad advice) and it’s not always easy to start a conversation about money, even with a professional.
Download a one-pager on how to get the most out of your relationship with a financial services professional.
The answers you get from any professional who works for you should be provided based on what’s best for you. Colin & Josh have some advice if you’re not confident you’re getting the response you need.
Talking about money is hard, and it sucks. Most Canadians would rather talk about a mysterious health issue than chat about personal finances. But you have to be able to do it, if you want to make the most of your financial future. Are you asking the right questions and getting the answers you need? If you’re not sure, we want to help. Click the button below for a recent webinar on how to get comfortable.
If you’d like to learn more about how we can help, reach out. We’re happy to answer questions.