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​Find an advisor

Regardless of your stage of life or your financial goals, you will benefit from sound, professional advice. There are a great many ways that you can maximize your financial goals … with a little help!


A financial advisor helps you make well-informed choices for building and protecting your finances and for defining, planning and meeting your financial goals. They can tell you about options that you might not know about, monitor your progress and suggest adjustments if your situation changes.

​ The best way to find an advisor is to talk to your family and friends to get a referral.
 

 

 

  

OR

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​To check the status of investment advisors, and member firms, visit:
Investment Industry Regulatory Organization of Canada.

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​To check the status of mutual fund licensed advisors and their firms visit:
Mutual Fund Dealers Association of Canada.

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An easy way to check company and individual registration is this page on the Ontario Securities Commission site.

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 ​For information on CIPF and to check the membership status of an organization visit: Canadian Investor Protection Fund.
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 To research your rights as a consumer in the financial industry, visit:
Financial Consumer Agency of Canada.
​FSCOlogo.jpg ​To check companies and individuals offering insurance products, visit:
the Financial Services Commission of Ontario.
​logo.png ​To check the status of an advisors' CFP status or for more information about the CFP you can visit:  Financial Planning Standards Council.
​ Autorité des marchés financiers: Register of firms and individuals authorized to practice.This register allows you to determine if the individual or firm you are dealing with has the right to pursue activities with respect to advising or selling the financial product that is being offered to you.​
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Other Resources:
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​advocis.jpg ​Advocis – The Financial Advisors Association of Canada: The Advocis Find an Advisor referral service provides contact information for financial professionals in your community who have opted to be included in this service.
​yellowpages.png ​Yellowpages.ca
​canada411.gif ​Canada411.ca
 

 

 

 

 
 

​Why an Advisor?

There is an overwhelming number of insurance and investment choices to consider. How do you know which ones fit your lifestyle, goals, plans, values? Do you know and understand what your risk tolerance is? Most of us understand how important planning for the future is, but when you are short on time and don't have the detailed knowledge to wade through all of the choices, it is a daunting task.
 
Your time is important, and so is the wealth you've worked hard to accumulate and the future that you have in mind for yourself and your family. Get objective, professional advice on how to make those assets work for you!