8 Key Questions

Tough Questions: Straight Forward Answers

Here is a list of 8 key questions that people often ask before becoming clients:

  1. “We have started to accumulate wealth, but we don’t feel wealthy. How much money do we need to maintain our lifestyle in retirement?”
  2. “Their approach seems pre packaged. Can you tailor a specific program to our needs?”
  3. “We have a portfolio of stocks. With all of the recent volatility, are there other types of assets or investments that may be a better choice?”
  4. “It seems that most advisors keep talking about growth. We want growth but what considerations are given to safety?”
  5. “Do you invest your money in the same way you are recommending that I invest mine?”
  6. “We would like to simplify and consolidate our financial affairs. Do you only manage our money or do you take care of our other financial needs as well?”
  7. “I am not comfortable paying commissions. How do you get paid? Do you have a vested interest in our success?”
  8. “There seem to be financial advisors popping up everywhere. What qualifications do you have as a financial advisor? How are you different?”

If you have tough questions that need answers, call Jim at 416-493-1104 or 1-877-247-1468 to get started.

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Disclaimer: The information contained herein is for ON residents only and does not constitute an offer to sell or solicit sales in any other Canadian or foreign jurisdictions.