When it comes to finding a financial planner, there are plenty of options in the Ottawa area. But if you’re looking for someone who will act in your best interests without having any conflict of interest, it’s important to do some homework. There are about 100,000 people across Canada who call themselves financial planners, advisers or consultants, according to the FAIR Institute. But many of them don’t work entirely in your best interests and some even sell products that aren’t necessarily in your best interests.
Do millionaires use financial advisors?
The top financial advisors in Ottawa and Montreal use their experience to help clients meet their financial goals. Their services include estate planning, tax efficient income planning, and investment management. They also offer retirement strategy solutions, insurance advice and more.
They specialize in helping small business owners and professionals reach their financial goals. They do this by creating a plan that works with their lifestyle and objectives. They also provide ongoing communication and advice. They also have a team of experts who are able to assist with any issues that may arise. Link : www.ex-ponent.com
They have several industry-recognized designations, which helps them stay current on trends and regulations in the financial sector. This allows them to save their clients as much money as possible on their investments and wealth management services. Their commitment to their clients’ success makes them a top financial advisor in Ottawa.