A Investment forum. InvestmentBanter

If this is your first visit, be sure to check out the FAQ by clicking the link above. You may have to register before you can post: click the register link above to proceed. To start viewing messages, select the forum that you want to visit from the selection below.

Go Back   Home » InvestmentBanter forum » Regional » Canada
Site Map Home Register Authors List Search Today's Posts Mark Forums Read Web Partners

Checking out financial planners.

Thread Tools Display Modes
Old July 14th 03, 02:37 PM
Learning Curve
external usenet poster
Posts: n/a
Default Checking out financial planners.

Hi Folks,

I am considering a financial planner that is associated with an
investment firm. The firm is not a "big name" company, but they seem to
be directed at my specific needs.

I have hooked up with one of their planners, and spent an hour on the
phone with him. He seemed quite knowledgable so I scheduled a meeting
this week to find out more before commiting. In the meantime, I want to
cover my bases and do not know where to get information.

The planner himself is a member in good standing with "Financial
Planners Standards Council" (CFP-CA.ORG). That is about the only thing I
have been able to determine so far.

I have been unable to find any information (good or bad) in respect to
the company that he operates through. It is my understanding (to be
confirmed later this week) that the planner channels investments through
the independant company. Where can I research them?

Are there other places that I can contact for confirmation that these
guys are reputable?

How does one make sure that the advice and strategies presented are
being offered for my best interest?

Thanks folks.


Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

vB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Forum Jump

Similar Threads
Thread Thread Starter Forum Replies Last Post
SELL, SELL, SELL? Xylord Australia 2 November 29th 03 03:02 AM
Checking out financial planners. Learning Curve Canada 8 July 19th 03 06:19 PM

All times are GMT +1. The time now is 08:52 PM.

Powered by vBulletin® Version 3.6.4
Copyright ©2000 - 2019, Jelsoft Enterprises Ltd.
Copyright 2004-2019 InvestmentBanter.
The comments are property of their posters.