When it comes to finances, getting core recommendations and coaching from a top-rated Montreal wealth manager is a smart move. However, it’s important to choose the right advisor for your specific needs and budget. While anyone can call themselves a “financial advisor,” it’s important to find a fiduciary financial planner who has taken on a legal responsibility to disclose any potential conflicts of interest and put your best interests first.
According to the Financial Consumer Agency of Canada, many financial professionals in Canada earn their living by selling products like mutual funds and insurance policies. But these products often come with a hidden cost. In addition to the advisor fee, there are additional fees and commissions embedded in the products that you purchase from these providers. As a result, these sales incentives can make the cost of a financial plan much more expensive than it needs to be.
Expert Financial Advice in Montreal: Tips for Making Smart Investments
Rothenberg Wealth Management focuses on providing objective and factual investment advice for individuals and families at every stage of their financial journey. Their comprehensive suite of services includes investment planning, retirement planning and estate & legacy planning. This wealth management firm offers a unique approach to wealth management by leveraging their 3-D Process of discovery, design and deployment.
Expert Financial Advice in Montreal is a pioneer in personal financial planning in Canada, founded in 1979 to help individuals become more business-like about their own finances. Their team of specialists provide clients with clear and precise financial advice based on a deep knowledge of investment management, risk avoidance, income tax planning and estate strategies.