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Hiring a Financial Planner

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Manage episode 415173378 series 3331641
Content provided by Christine Conway, Cameron Conway, Christine Conway, and Cameron Conway. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christine Conway, Cameron Conway, Christine Conway, and Cameron Conway or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Don’t you know DIY is the way to go with everything in life, goodbye plumbers, accountants, lawyers, and doctors, wait why am I suddenly sick, being sued, getting audited and wet? This week take you through the wild west of financial advisors and help you understand everything about pricing, designation types, services offered, specializations for planners and more. Find out from Christine what to look for in a Certified Financial Planner and how they can help you fulfill your financial goals.

If you live in British Columbia, Alberta or Saskatchewan let us help you take care of the people you love and visit braunfinancial.com

Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada

Useful Resources:

Toronto Star article: https://www.thestar.com/business/personal-finance/a-financial-plan-can-cost-you-thousands-heres-how-to-get-one-on-the-cheap/article_cfd602e4-af2d-11ee-975f-4b77b9554e8a.html#:~:text=There%20isn't%20a%20standard,%241%2C200%20to%20thousands%20of%20dollars.

  continue reading

134 episodes

Artwork
iconShare
 
Manage episode 415173378 series 3331641
Content provided by Christine Conway, Cameron Conway, Christine Conway, and Cameron Conway. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Christine Conway, Cameron Conway, Christine Conway, and Cameron Conway or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Don’t you know DIY is the way to go with everything in life, goodbye plumbers, accountants, lawyers, and doctors, wait why am I suddenly sick, being sued, getting audited and wet? This week take you through the wild west of financial advisors and help you understand everything about pricing, designation types, services offered, specializations for planners and more. Find out from Christine what to look for in a Certified Financial Planner and how they can help you fulfill your financial goals.

If you live in British Columbia, Alberta or Saskatchewan let us help you take care of the people you love and visit braunfinancial.com

Keep the conversation going on our Facebook Page and Group: https://www.facebook.com/itspersonalfinancecanada

Useful Resources:

Toronto Star article: https://www.thestar.com/business/personal-finance/a-financial-plan-can-cost-you-thousands-heres-how-to-get-one-on-the-cheap/article_cfd602e4-af2d-11ee-975f-4b77b9554e8a.html#:~:text=There%20isn't%20a%20standard,%241%2C200%20to%20thousands%20of%20dollars.

  continue reading

134 episodes

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