Simply put, it is financial, investment, mortgage, debt or insurance advice for an agreed-upon fee.
The difference is that the fee is transparent and not tied to the sale of any product, nor paid by anyone else but the client. This allows you to ask specific questions, express concern about a product’s suitability for you, or even just get an objective second opinion about some aspect of the Canadian financial services industry.
Want to learn more? We are passionate about helping clients make informed decisions, and would happy to answer your questions by e-mail or phone.