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Why Work With a Financial Advisor?

Tchavdar Elenkov BA Econ, Certified Financial Planner. Why Work With a Financial Advisor?. Determining and achieving financial goals Support and advice from a professional Not just for rich people Create a comprehensive plan Complete financial picture. The need for a financial advisor.

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Why Work With a Financial Advisor?

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  1. Tchavdar Elenkov BA Econ, Certified Financial Planner Why Work With a Financial Advisor?

  2. Determining and achieving financial goals Support and advice from a professional Not just for rich people Create a comprehensive plan Complete financial picture The need for a financial advisor

  3. Complete financial details Comfortable and trusting relationship Long-term and ongoing interaction Sharing the details

  4. Be realistic with your expectations Continuous financial reviews should be a part of your lifestyle Realistic expectations

  5. Commission Salary Fee-for service How do financial advisors get paid?

  6. Be up front Credentials Background and experience Get recommendations Ask for references Insist on annual meetings Finding the right financial advisor

  7. CFP – Certified Financial Planner CH.F.C – Chartered Financial Consultant CGA – Certified General Account CFA – Chartered Financial Analyst CIM – Canadian Investment Manager CLU – Chartered Life Underwriter Financial advisor credentials

  8. www.investored.ca www.iqpf.org www.lautorite.qc.ca S For more information

  9. The commentary in this presentation is for general information only and should not be considered investment or tax service to any party. Individuals should seek the advice of professionals to ensure that any action taken with respect to this information is appropriate to their specific situation. Manulife Investments is the brand name identifying the personal wealth management lines of business offered by Manulife Financial and its subsidiaries in Canada. As one of Canada’s largest integrated financial services providers, Manulife Investments offers a variety of products and services including: segregated funds, mutual funds, principal protected notes, annuities and guaranteed interest contracts. Manulife and the block design are registered service marks and trademarks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Financial Corporation. Important Notes

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