How To Evaluate An Investment Advisor?

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    J Paul Wilson CFP, CHFC
    Certified Financial Planner, JPW Insurance Retirement Investments, Halifax, Nova Scotia, Canada
    When you are evaluating an investment advisor or a financial planner, often it comes down to relationships. There are, however, a number items you should check including:

    - References from clients
    - Qualifications
    - Investment philosophy
    - How they are compensated?
    - How are they regulated?

    More information is available on choosing your financial planner at http://www.jpw.ca/choosing-your-financial-planner.html

    Remember it is your money. If you have further questions, please do not hesitate to contact me.
    Answered on January 26, 2015
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