OCTOBER 4, 2021
By Jillian Stinson
Read time: 2.5 minutes
You know you need an advisor. But, you want to find someone you can connect with and trust; someone who can:
Need an advisor? Find one today.
So how do you go about finding this person? We recommend these four tips to find a qualified person to provide the financial advice you need.
To help make the most of your first conversation with an advisor, spend some time thinking about:
If your job has benefits, pension or savings plans, gather all the information you can. But don’t worry if everything doesn’t come together at once. When you find the right advisor, they’ll ask questions to help provide the advice that’s right for you.
When you’re talking with a potential advisor, ask about their level of experience and qualifications. To do this, you can ask questions like:
It’s a good idea to ask others about their experiences with the advisor you’re considering. You may feel a little uncomfortable at first. But, asking for referrals is a common practice that advisors and Clients are happy to help with.
When talking with a reference, you may want to ask:
Asking the right questions will help you find a qualified advisor that you can feel comfortable working with.
If you don’t quite connect with the first advisor you talk to, that’s ok! You don’t have to settle for the first one. You should never work with someone who makes you feel uncomfortable. If you’re not happy talking about your finances with someone, you’re not talking to the right person.
So, keep looking and interviewing. It’s important to find someone you feel understands your goals and needs. A relationship with an advisor tends to be long term. Planning, saving, protecting your money, and transitioning to retirement is a process. It’s not a one-time event. Feel free to chat with a few before buying any products.
Need help figuring out what’s right for you?
An advisor can help put together a solid plan that suits your goals.
This article is meant to only provide general information. Sun Life Assurance Company of Canada does not provide legal, accounting, taxation, or other professional advice. Please seek advice from a qualified professional, including a thorough examination of your specific legal, accounting and tax situation