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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»

Retirement Planning Guide to Success

July 8th, 2018

Did you know that 1 in every 4 Canadians have no plan for retirement? Don’t become a statistic—start planning now to retire in Ottawa successfully. Planning is one way to beat anxiety about your future, and if you do it correctly, you will be comfortable for the remainder of your years. Presented below is a 5 tip retirement planning guide to success. Consider this your foundation to a successful retirement…. Read More»