Commission-based (from product sales), fee-only (hourly or flat fees), or fee-based (percentage of assets managed, typically 1-2% annually).
Do I need a financial advisor?
Helpful for complex situations: retirement planning, business succession, inheritance, or if you lack time/inclination to manage investments yourself.
What credentials should I look for?
CFP (Certified Financial Planner) is the gold standard. CFA, CIM, and FCSI indicate advanced investment knowledge. Check registration on aretheyregistered.ca.
How much money do I need to work with an advisor?
Traditional advisors often require $250,000+. Robo-advisors and fee-only planners work with smaller amounts. Some charge hourly regardless of assets.
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