Top Five Things To Look For When Hiring A Financial Advisor
Whether it’s buying a new home, seeking adequate life insurance, or saving up a nest egg for retirement, we all have financial goals. So if you’re looking for assistance to plan your portfolio, here’s a list of the top five things to look for in a financial advisor.
You need to be able to trust your financial advisor to manage your money, so checking out their reputation is crucial. Do they come recommended by a reliable friend or family member? Also, look at their ratings on prominent review websites and social media platforms.
If they have been around for many years, then they would have dealt with different circumstances and have built up specialist knowledge. This expertise will help you to make more informed decisions.
3. Proven track record
It’s vital to check if they have created many success stories. Ask them for testimonials and if they can share the contact number of some of their clients so that you can speak to them to gauge how reliable the advisor is in getting results.
From the initial meeting with the advisor, you will be able to understand their level of commitment and if they look responsible for delivering on a regular basis. They should be enthusiastic and be looking out for your best interests, so ask lots of questions to determine if they are providing transparent services, or just promoting a handful of companies that are giving them commissions.
5. Professional qualifications
A financial advisor should have completed certification to be able to render services such as a real estate and mortgage consultancy. Also, make sure you find out if they are licensed and if they regularly attend courses and workshops to stay updated with the latest trends within the industry.
Remember professionalism is the key, so if you’re looking for a prudent financial advisor to advise you on investing in Mississauga, Ontario, reach out to Ace Financial Group Inc. We are devoted to those we serve and build trust by keeping our word.
Our services include insurance services, investment services, estate planning services, mortgage services. We serve clients across Mississauga, Brampton, Milton, Oakville, Markham, Vaughan, Caledon, Hamilton, Guelph.