Do You Need a Financial Advisor in Canada? | Investing 101

Do you really need a financial advisor in Canada? In this video, we break down the pros and cons of working with a financial advisor, when it makes sense to hire one, and the key questions you should ask before making a decision.

We’ll also discuss how financial advisors compare to insurance agents in Canada and what to look for when choosing the right professional for your needs.

📌 Topics Covered:
✔️ When you should (and shouldn’t) hire a financial advisor
✔️ Differences between financial advisors and insurance agents in Canada
✔️ Essential questions to ask before working with an advisor
✔️ How to find a trustworthy and qualified advisor

Book a time to chat with me! : https://calendly.com/jvaletta/introduction

About the channel:

This channel will be focused on bringing you guys regular insights on Canadian Financial Literacy. Market updates, thoughts on government policy, investment, tax, and insurance related topics.

I'll be providing wealth accumulation tips and strategies, so if you plan on becoming financially independent while living in Canada, this is the channel you'll want to stay updated with.

Newsletter featuring market insights and upcoming events coming soon

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Disclaimer:
This is a general source of information only. Your capital is at risk. You may lose money on your investments. All content in this video is for entertainment purposes only and by no means is legal, investment, financial, insurance, or any other type of legal advice. All actions taken by the viewer based on the content in this video are solely their responsibility.
00:00 Introduction
00:12 Do You Need a Financial Advisor in Canada? | Investing 101
01:37 Do You Need An Advisor?
02:46 Budgeting Guide?
03:11 What Qualifies A Financial Advisor?
04:31 What Is An Insurance Agent?
05:40 What About A Full Service Advisor?
07:05 How Are My Investments Protected?
07:54 2 Types Of Pay Structures
09:13 Experience Level
10:40 Service Model

Тэги:

#financial_advisor_canada #do_i_need_a_financial_advisor #how_to_become_a_financial_advisor_canada #finacial_advisor_canada #insurance_advisor_canada #investments_101 #mutual_funds_canada #canadian_advisor #tfsa #rrsp #hiring_a_financial_advisor #do_you_need_a_financial_advisor #not_using_an_advisor #financial_advisor #finding_a_financial_advisor_in_canada

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