How to Choose a Professional Financial Advisor

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• Sharp Asset Management Inc.

• How to Choose a Professional Financial Advisor

• 416-722-9009

• contact_at_sharpasset.com

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• Why Work with a Financial Advisor?

• Expert Guidance and Personalized Advice
• Comprehensive Financial Planning
• Objective and Fiduciary Advice
• Regular Monitoring and Updates
• Access to Comprehensive Investment Options

• Tax Optimization Strategies
• Estate Planning and Protection
• Increased Financial Confidence and Security
• Personalized Recommendations and Tailored
  Solutions
• Ongoing Support and Guidance

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• Who Qualifies as a Financial Advisor?

• CFP (Certified Financial Planner) Provides
  comprehensive financial planning and guidance
• CFA (Chartered Financial Analyst) Specialized in
  investment analysis and portfolio management
• RIA (Registered Investment Advisor) Registered
  with securities regulators, demonstrating
  expertise and experience

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• Check for any Disciplinary Action against your
  financial advisor through below organisations

• Investment Industry Regulatory Organization of
  Canada (IIROC)
• Canadian Securities Administrators (CSA)
• Mutual Fund Dealers Association of Canada (MFDA)
• Better Business Bureau
• Autorité des marchés financiers (Quebec province)

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• Tips on Choosing the Financial Advisor

• Set your financial goals, whether it's
  retirement, education, or a home purchase.
• Understand difference between fee-only and
  commission-based advisors.
• Consider certified financial planners (CFPs),
  chartered financial analysts (CFAs), and
  registered investment advisors (RIAs).
• Manage fees by establishing your budget before
  starting your search.

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• Tips on Choosing the Financial Advisor

• Verify background and check advisor's
  credentials, experience, and disciplinary
  history.
• Interview several advisors to discuss investment
  philosophy, fees, and experience.
• Get It in writing by securing written agreements
  for fees, investment policy

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• Questions to Ask a Financial Advisor

• What are their education, experience, and
  certifications?
• How old is the company?
• How long is the advisors experience?
• What products and services are offered by them?
• What is their investment philosophy and approach?
• What is their fee structure?
• How often will you meet?
• What is their mode of communication?
• Ask for client references?

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• Contact us

• 21 Greenwin Village Road, Toronto, Ontario, M2R
  2R9

• P.O BOX 74539 Humbertown Centre,
• 270 The Kingsway Toronto, ON M9A 5E2

• 416-722-9009

• contact_at_sharpasset.com

• www.sharpasset.com

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• Thank you