10 Best Questions To Ask a Financial Planner In Canada (Updated for 2025) скачать в хорошем качестве

10 Best Questions To Ask a Financial Planner In Canada (Updated for 2025)

In 2025, many Canadians are unknowingly overpaying for poor financial advice—and it’s costing them thousands. Whether you’re planning for retirement, investing for the future, or just trying to get your financial life in order, this video walks you through the Top 10 Critical Questions you must ask any financial advisor before trusting them with your hard-earned money. 👀 Learn: ✅ How advisors get paid—and how it affects YOU ✅ The difference between fiduciary vs. suitability standards ✅ What hidden fees and withdrawal penalties to watch for ✅ Why titles like CFP, CIM, and CFA actually matter ✅ What real financial planning looks like in 2025 Don’t settle for someone who just picks a few investments and disappears. If you’re paying premium fees, you deserve premium service—retirement planning, tax strategy, estate planning, and more. If you have any questions, feel free to comment down below, and don't forget to like and subscribe to our channel to get the latest updates on retirement planning and investment strategies. Straightforward retirement planning advice for Canadians. Planning your retirement income or wondering how you can reduce your taxes doesn’t have to be daunting. Our goal at Beaches Financial Group is to help every pre-retiree and retiree in Canada cut through the financial jargon, streamline your finances and make the most of your golden years. Bellwether Family Wealth Management - The Beaches Group Website | https://www.bellvest.ca/family-wealth... Facebook |   / beachesbellwether   Mail | [email protected] ______ 0:00 – Intro 0:24 – How are you paid? 1:30 – Do you have a legal duty to act in my best interest? 2:05 – What are my total costs? 3:28 – What Services do you provide? 4:46 – What are your Qualifications? 5:57 – Why are you a Financial Advisor? 6:29 – How often will we communicate? 6:56 – Why do client leave or Stop Working Together? Tags: beaches family wealth, canadian retirement planning, retirement planning, retire early canada, retirement in canada, retirement benefits in canada, retirement planning canada, what is retirement planning, retirement savings plan, saving for retirement, planning for retirement, how much to save for retirement,3 retirement mistakes, retirement mistakes, mistakes for retirement planning, oas canada, how much do i get at retirement,r etirement benefits canada, plan to retire, financialadvisor, financial adviser #wealthmanagement #financialplanning #financialadvisor #financialadvice #retirementplanning _______ 🗣Join over 1600 others and sign up for our FREE retirement guide: https://www.bellvest.ca/family-wealth...