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Financial Advisor Winnipeg

Financial advisor Winnipeg are skilled professionals who help you reach your goals and make smart decisions about investing, savings and planning for retirement or sending your child to college. They can also help you with insurance issues, tax matters and estate planning. Many of these advisors are independent from a financial institution or are paid a fee for their services, rather than receiving commissions from the investments they recommend. This link

The first thing a financial advisor does is listen to your needs and wants, then creates a plan to meet those goals. This process usually starts with a comprehensive assessment of your current situation, including an examination of all assets, debts and income sources. The financial advisor then compares this information with a projection of your future financial status and helps you create strategies to achieve the goals you have set for yourself.

When choosing a financial planner, it is important to find one who is both ethical and competent. Ideally, you want someone who has the necessary credentials to be licensed by the financial industry regulatory organization in Canada and who is well informed about various investment, tax and insurance topics. You should look for an adviser who is not only a good listener but also an excellent educator.

Navigating Financial Decisions: Finding Your Advisor in Ottawa

Doreen holds a Bachelor of Science in Mathematics from the University of Manitoba and is a CERTIFIED FINANCIAL PLANNER Practitioner (CFP). She has worked in the financial planning profession since 1996 and currently provides financial advice as a member of Bayview Financial Group. She has extensive experience in financial planning analysis, investments and insurance.

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