Mackenzie Investor Survey
This illustrated pdf version of the survey provides additional insight into the confidence of Canadian investors and their need for assistance in making financial decisions.
Getting Started
Self-assessment
Before you begin your search, take a few minutes to determine your own goals and objectives, and exactly what services you are expecting from a financial advisor.
Choosing your Financial Advisor
Interview your candidates
With your list of prospective advisors ready, it’s time to meet them and determine whether or not you can work with them for the next several years. This list of potential interview questions will help you establish their qualifications, business process and principles.
Checking
references
After you have conducted your interviews with the prospective advisors, it’s essential to check their background and references. A quick check can save you a lot of trouble down the road.
Working with Your Advisor
Annual meeting checklist
Your financial plan should be reviewed annually or at any other time when your personal situation changes, such as a job change or the addition of a new family member. This checklist outlines a number of questions to consider as part of your annual financial check-up.
