Exponent Investment Management work with clients to create short and long-term goals that are aligned with their priorities. This includes helping them manage their assets, debt and savings. They can also assist with tax planning, insurance, investments and estate management. They can help address big life changes like getting married or divorced, having children, changing jobs and buying or selling a home. Financial advisors can help people of all ages, income levels and net worth reach their goals.

To find a good Financial advisor Toronto, you need to understand what you’re looking for. Some financial advisors have specific specializations, while others can provide holistic guidance on everything from reducing debt and saving money to creating a financial plan. You can also choose a fee-only financial advisor, who doesn’t sell products and is only paid by the services they provide. This approach eliminates the potential for an advisor to steer you down a product-based path in order to meet sales quotas.

Ottawa’s Financial Landscape: Selecting the Best Advisor for You

Another way to find a good Financial advisor Toronto is by asking friends and family for suggestions. They can point you in the direction of someone they know has the right experience, expertise and credentials to meet your needs. Finally, it’s always a good idea to meet with several candidates before making a decision. This will give you a feel for their personality, professionalism and level of experience. Once you’ve narrowed down your choices, you can use the online tools from Canada’s investment and insurance industries to check their licenses and registrations.