Working with a Financial Adviser

Good investment advice is important and so is choosing the right adviser. Getting advice may be worth it if you’re not comfortable putting together an investment plan or choosing investments on your own. For example, you may not have the time, interest or knowledge to build a portfolio that fits your investment goals and comfort level with risk.  

A financial adviser can help you set goals, build a long-term plan, choose suitable investments, track your progress and make adjustments to your plan when needed. They can also answer questions about investment products and strategies, and keep you motivated to stick to your plan.

 

In this section:

Financial Advisor Fees

Here are a few terms to help you understand the fees associated with investing and working with a financial advisor.


Investments at a Glance

(CSA) This guide tells you about different kinds of investments and some things to keep in mind when you’re considering an investment.


Learn more about Investing at our Tools & Resource Page

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