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Where can I get information on investments?
Banks, other financial institutions and financial planners can provide information about the investment services they provide.
This is a complex subject. Investment opportunities exist in the stock market, bond market, mutual funds and other types of financial products.
Financial planners look at all aspects of your financial situation, such as tax planning, estate planning and retirement planning, and work with you to prepare a plan to help you meet your financial goals.
In many cases, your bank or financial institution will have people who can provide this service. However, there are also other private institutions that provide these services.
Financial planning is not a regulated profession. However, financial planners can choose to be certified (Certified Financial Planner or CFP), in which case they must operate under a Code of Ethics [PDF].
Choosing a financial planner who is right for you is not easy. This person should have strong product and market knowledge, be trustworthy and understand your personal situation, goals and lifestyle.
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June 15, 2023