But one of the most important responsibilities is to study investments and strategies. Responsibilities of Financial Advisorsįinancial advisors have a wide range of responsibilities, all of which contribute to helping their clients reach their financial goals. In addition to providing advice on investments, financial advisors help clients plan for retirement, manage their taxes and navigate life changes such as marriage or the birth of a child. They also help clients set financial goals and make plans to achieve those goals. Make sure you understand their qualifications, and the products or services they are selling you.Īre they registered? Find out if the person or company is registered in your province or territory.A financial advisor provides advice and guidance to clients regarding investments, insurance and other financial planning matters. Being registered, however, doesn’t mean that all firms and individuals have the same skills, provide the same services or charge the same fees. The category of registration tells you what products and services a firm or individual can offer. A securities regulator will only register firms and individuals if they meet certain standards. In Canada, anyone trading securities or in the business of advising clients on securities must be registered with the provincial or territorial securities regulator, unless an exemption applies. If you decide that investing on your own is not for you, one of the most important investment decisions may be choosing the right financial adviser.
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