By: MoneySense staff | MoneySense.ca | October 4, 2010
Read More, and see what Scott Plaskett says about how to find a perfect financial planner.
We all want financial advice we can trust, but finding it can be a nightmare. Most of us have no idea where to look—and we’re often not sure what we’re looking for. Luckily, there’s help. If you want to know how big your portfolio should be before you need an adviser, or how to find out what services a good planner offers, read on. This step-by-step guide will answer all your questions while guiding you to the advice you need to make your financial dreams come true.
What services do you need?
Before you pick up the phone or start searching the Internet, you need to take a few minutes to determine what kind of help you’re looking for. Start by tallying up how much you have to invest. Your portfolio size does matter—it helps dictate the type of planner that will work best for you…
