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What’s the Difference Between a Financial Planner & Financial Advisor?

June 24th, 2019

Though some people use the titles interchangeably, financial planners and financial advisors are two different entities that revolve around helping clients meet specific financial objectives. However, planners and advisors work differently. Necessary qualifications and education are also different. What Does a Financial Planner Do? Beyond the province of Quebec, anyone can call themselves a “financial planner.” In Canada, you do not need a designation to be called a financial planner,… Read More»

What is Fee-Only Financial Advice?

December 4th, 2017

Financial advisors like those at Potvin Financial operate within the guidelines of a specific industry to ensure investments better serve the client. While there are many payment models that a financial advisor in Canada may follow, the one you might encounter most often is the “fee-only financial advisor.” Aside from working with someone who doesn’t require commission, there are both pros and cons to this type of financial advice. Let’s… Read More»