Finding a Financial Advisor
The following Web sites allow you to search for a certified financial planner. All searchable by name, firm, financial specialty and geographical area:
The Professional Financial Advisor IV: Putting Transparency And Integrity First (332.62097 DeG)
More and more Canadians are turning to professionals to invest their money and arrange their financial affairs. Financial advisors are changing the way they do business. This book will help consumers avoid the industry’s bad apples.
What Your Financial Advisor Isn’t Telling You (332.024 Dav)
The 10 essential truths you need to know about your money
Advocis: The Financial Advisors Association of Canada
(ouradvisor.ca)Find a financial advisor in your area.
Canadian Institute of Financial Planners
(www.cifp.ca)The CIFP is a non-profit association of Canadian CFP licensees.
Chartered Financial Analysts Institute
(www.cfainstitute.org/pages/index.aspx)Certified Financial Planners have to pass a demanding course and adhere to a code of ethics. To find a CFA, go to the CFA Intstitute.
Institute of Advanced Financial Planners
(bit.ly/hliCKF)The IAFP oversees the Registered Financial Planner designation.
MoneySense List of Fee Advisors
(www.moneysense.ca/2010/03/18/find-a-fee-only-planner-in-ontario/)MoneySense magazine has compiled a directory off fee-only advisors.
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