Tag: Captive advisor

How to Find the Right Financial Advisor for Your Family

| May 16, 2014 | 12 Comments
How to Find the Right Financial Advisor for Your Family

When I meet with a family for the first time it’s kind of like a first date, we’re both a little nervous and excited, we are worried about first impressions and we hope this is client/advisor of our dreams.  We ask the usual get-to-know you questions such as how long have you lived in Ottawa, […]

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